Understanding the difference between match and max on a 401k can be confusing. In this episode Kim Butler lays down the foundation and supplies strategies if you have existing 401k and Roth IRA plans. She even explains why we should shift assets into a more safe category.

Tune in with Kim D. H. Butler and Spencer Shaw to find out how to take control of your finances today. Do you have a question you would like answered on the show? Please send it to us at [email protected] and we may answer it in an upcoming episode.

 

Links and Resources from this Episode

For transcriptions and additional information of this episode go to https://partners4prosperity.com/category/podcast

Special Listener Gift

Free eBook: Financial Planning Has Failed

Show Notes

0:29 – What’s next after a Roth IRA and 401k

1:24 – The first step is to create a foundation

2:38 – Why you should only fund your 401k to the match level

4:24 – How come you don’t control the Roth IRA and 401k

5:18 – Really good investments need lump sums of money

6:16 – Should you cancel your 401k plan?

7:34 – Shift existing assets in a 401k to not stock market related choices

8:44 – Making a major change isn’t usually necessary and often not beneficial

10:07 – Borrowing against the difference of the match and max

12:45 – You always want your dollars to be moving

13:41 – While borrowing against cash value life insurance the growth of cash value is unaffected

Review and Subscribe

If you like what you hear please leave a review by clicking here

Subscribe on your favorite podcast player to get the latest episodes.

Click here to subscribe with iTunes

Click here to subscribe with Stitcher

Click here to subscribe with RSS

Tweetables:

 

Get Your Prosperity Accelerator Pack Today! Sign up to receive our ebook, Financial Planning Has FAILED as part of your free Prosperity Accelerator Pack now.