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Share #169 - "Hot topics" edition...Andy and Justin Pritchard talk about target date funds, illiquid assets in 401(k) plans, firing an advisor and MORE!
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#169 - "Hot topics" edition...Andy and Justin Pritchard talk about target date funds, illiquid assets in 401(k) plans, firing an advisor and MORE!
Andy and Justin Pritchard from Approach Financial share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about:
- The pros and cons of target date funds ( 11:05 )
- Their thoughts on the recent presidential executive order allowing private and illiquid investments to be offered inside 401(k) plans ( 23:26 )
- Can you make up for insufficient retirement savings by investing more aggressively ( 31:51 )
- Understanding your advisor's succession plan and how to try to make the succession transition successful for you ( 39:35 )
- Things to consider when firing an advisor or changing advisors ( 46:39 )
- Whether people should consider getting a living/revocable trust ( 56:22 )
- Things to consider if you're looking to hold cash in banks in currencies other than US Dollars ( 59:53 )
Links in this episode:
- Justin's firm - Approach Financial
- Justin's YouTube channel - Justin Pritchard, CFP® on Retirement
To send Andy questions to be addressed on future Q&A episodes, email [email protected]
- My company newsletter - Retirement Planning Insights
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Retirement Planning Education website - www.RetirementPlanningEducation.com
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By Andy Panko
4.9
911911 ratings
Andy and Justin Pritchard from Approach Financial share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about:
- The pros and cons of target date funds ( 11:05 )
- Their thoughts on the recent presidential executive order allowing private and illiquid investments to be offered inside 401(k) plans ( 23:26 )
- Can you make up for insufficient retirement savings by investing more aggressively ( 31:51 )
- Understanding your advisor's succession plan and how to try to make the succession transition successful for you ( 39:35 )
- Things to consider when firing an advisor or changing advisors ( 46:39 )
- Whether people should consider getting a living/revocable trust ( 56:22 )
- Things to consider if you're looking to hold cash in banks in currencies other than US Dollars ( 59:53 )
Links in this episode:
- Justin's firm - Approach Financial
- Justin's YouTube channel - Justin Pritchard, CFP® on Retirement
To send Andy questions to be addressed on future Q&A episodes, email [email protected]
- My company newsletter - Retirement Planning Insights
- Facebook group - Retirement Planning Education (formerly Taxes in Retirement)
- YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)
- Retirement Planning Education website - www.RetirementPlanningEducation.com
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