What Should You Do With Your 401(k)?

Money Guy Show

Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors

Investing, Education, Business

4.7 • 3.1K Ratings

🗓️ 17 January 2022

⏱️ 14 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

If most of your savings are in tax-deferred assets like a 401(k), what should your strategy be? We'll walk you through that question and more in today's Q&A episode! Subscribe on YouTube! Download FREE Financial Resources from the show Get our Net Worth Tool Now! Sign up for our Financial Order of Operations course Let’s make sure you’re on the path to financial success - then help you stay there! The Money Guy Show takes the edge off of personal finance. We’re financial advisors that believe anyone can be wealthy! First, LEARN smart financial principles. Next, APPLY those principles! Then watch your finances GROW! Visit our site for more info. Instagram Twitter Facebook TikTok Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	It's Brian Preston, the money guy, restoring order to your financial chaos, retirement,
0:07.0	investing, taxes.
0:09.0	You've got financial questions, he's got financial answers.
0:12.6	It's Brian Preston, the money guy.
0:16.4	So if you have some questions you want us to weigh in, some things you're curious about,
0:19.8	drop them in the chat.
0:20.8	We've got the money guy team all accumulating those, putting those.
0:23.9	They're coming right in front of me.
0:26.1	So send your questions this way.
0:28.5	This first one is interesting.
0:33.6	It's not personal finance, but it's related to personal finance, and it's about sort of
0:37.0	the change in personal finance.
0:38.2	So this is from Brandon.
0:39.2	It's on YouTube.
0:40.2	Brandon said, I'm a current senior in college, thinking of pursuing a career in financial
0:46.5	planning.
0:47.5	I don't think you'll regret it.
0:48.5	I think this is the greatest career in the world.
0:50.4	I'm worried though about technology in Robo investing, taking the place of actual advisors
0:56.0	in the future.
0:57.8	What would I be?
0:58.8	He wants to pursue this, but now technology is changing, and then there's Robo advisor
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.