Your 401k can be your most powerful retirement savings tool. But it’s not perfect. Let’s talk about some of the weaknesses that you should be aware of in your 401k (or 403b, or TSP, or 457 plan).
Show Notes:
1:24 - News headline about the SECURE Act
4:33 - Exposing 401(k) weaknesses
7:43 - Charles shares a tip on moving 401(k) plans outside your company
10:36 - Mailbag Question from Angie: Are all long-term care policies this expensive?

Your 401k can be your most powerful retirement savings tool. But it’s not perfect. Let’s talk about some of the weaknesses that you should be aware of in your 401k (or 403b, or TSP, or 457 plan). Show Notes: 1:24 - News headline about the SECURE Act 4:33 - Exposing 401(k) weaknesses 7:43 - Charles shares a tip on moving 401(k) plans outside your company 10:36 - Mailbag Question from Angie: Are all long-term care policies this expensive?

Your 401k can be your most powerful retirement savings tool. But it’s not perfect. Let’s talk about some of the weaknesses that you should be aware of in your 401k (or 403b, or TSP, or 457 plan).
Show Notes:
1:24 - News headline about the SECURE Act
4:33 - Exposing 401(k) weaknesses
7:43 - Charles shares a tip on moving 401(k) plans outside your company
10:36 - Mailbag Question from Angie: Are all long-term care policies this expensive?
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Exposing 401(k) Weaknesses

Welcome to the ”Financial Choices Matter” podcast, hosted by Charles C. Scott, AIF®, CDP®, the Founder and President of Pelleton Capital Management in Scottsdale, Arizona. With over three decades of experience in financial advisory, Charles is dedicated to helping families assemble their financial puzzles. This podcast brings you in-depth guidance on the Five Pillars of Comprehensive Financial Planning: Cash Flow, Risk Management, Tax, Investment, and Estate Planning. Each episode aims to be your ”box top,” providing the clear vision needed to achieve a financial future tailored to your unique goals. Join us as we explore how to prioritize, organize, and seamlessly fit each piece of your financial puzzle into a cohesive whole. Tune in for strategies to maximize assets, minimize taxes, and provide peace of mind for you and your family. Upholding the principles of being fiduciary, independent, and objective, ”Financial Choices Matter” is your trusted resource for practical and profound financial insights. Subscribe and journey with us toward a secure and well-planned future.

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Exposing 401(k) Weaknesses

Exposing 401(k) Weaknesses