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 - Ri...

115 - Mailbag Episode - Tracking 401k Contributions, ESPP Savings, and Investing After a Late Start

Your REAL personal finance questions answered by CERTIFIED FINANCIAL PLANNER™ professionals, Scott Frank and&nbsp; Meg Bartelt. With all of the misinformation and jargon in the financial industry, it's no wonder most people are confused about how to best manage their money. James and Meg are here to give clear answers to the important questions they hear most often. If you're ready to use your finances to create a more secure financial future, this show is for you.

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115 - Mailbag Episode - Tracking 401k Contributions, ESPP Savings, and Investing After a Late Start

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