Secret 401(k) Strategies That No One Talks About! (2022 Edition)
Money Guy Show
Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors
4.7 • 3.1K Ratings
🗓️ 13 May 2022
⏱️ 39 minutes
🧾️ Download transcript
Summary
Transcript
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| 0:00.0 | Secret 401k strategies that no one's told you about. |
| 0:04.4 | It's Brian Preston, the money guy, restoring order to your financial chaos, retirement, |
| 0:11.2 | investing, taxes. |
| 0:13.2 | You've got financial questions, he's got financial answers. |
| 0:16.8 | It's Brian Preston, the money guy. |
| 0:20.1 | Brian, I'm excited about this show because we talk about 401k a lot. |
| 0:24.0 | We talk about how powerful they can be, |
| 0:26.0 | and how fantastic they are as a financial account. |
| 0:28.4 | But there are some little known secrets that the general public might not know about, |
| 0:34.2 | and these secrets might be that little extra tool that you need in your financial tool belt. |
| 0:38.7 | So we're going to unpack those on today's show. |
| 0:40.8 | Well, there's a reason that 401k content is so important. |
| 0:43.6 | This is typically the single largest financial investment that people have. |
| 0:48.8 | We also know that this one gets the most from both you as well as from your employer, |
| 0:54.5 | because Uncle Sam gives a lot of economic incentives to contribute to your employer 401k. |
| 0:59.8 | And most folks have even heard the term 401k. |
| 1:02.0 | Perhaps you've worked at a job before and you've had one, or you know your parents have had one. |
| 1:06.3 | So it's pretty common. |
| 1:07.1 | It's so common that we do an annual 401k by age series, and they tend to be some of |
| 1:12.9 | our more popular shows. |
| 1:14.0 | So if you've not checked out our 401k by age to know where you are at your specific age or where |
| 1:19.6 | you should be, go check that out. |
... |
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