Welcome to another episode of Wisdom and Wealth where our calling is to enable you to fulfill your own! Today we walk through how 401k's are often left alone and not actually factored into your overall portfolio and risk profile. Having accountability over this critical investment piece can be a crucial part of avoiding painful mistakes during times of market volatility. I also walk through how actually understanding what you own in your 401k and furthermore having conviction for why you own those holdings is the foundation for future success. Lastly I share how we serve clients to ensure their 401k's are not neglected.

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JOSH KLOOZ, CFP®, MBA
SENIOR WEALTH PLANNER

Phone 281.719.0036
Text 281.699.8691
Fax 281.719.0156
 [email protected]

1780 Hughes Landing | Suite 570
The Woodlands, TX 77380

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