Scott and James discuss multiple listener questions regarding tracking 401k contributions, ESPP savings, and investing after getting a late start.

Planning Points Discussed

• Retirement Planning
• Utilizing Time Efficiently
• Capital Appreciation
• Purchasing Power
• Other issues (IRAs, Inflation, Financial Goals, etc.)

Timestamps:

1:49 - Listener Question

2:57 - Tax Implications of Retirement Accounts

4:05 - Rollovers: 401(k)s to IRAs (and Roth!)

7:40 - ESPP (Employee Stock Purchase Plan)

10:47 - Risk & Return Correlations

12:41 - When Does It Make Sense to Diversify?

15:37- What Can You Control?

17:54 - Maximizing Social Security

20:36 - When Saving Is More Important Than Compounding

23:07 - Aligning Your Financial Goals

 

LET'S CONNECT!

James

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Scott

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