
Sign up to save your podcasts
Or
#577: Kelsey is excited about investing along the efficient frontier, but it feels impossible with the lack of fund options in her employer-sponsored 401k. What’s the best way to deal with this problem?
Molly discovered that her rollover from a 401k to a traditional IRA hadn’t been invested in mutual funds and was still in a money market fund. Manually calculating her net worth helped her identify this oversight, and she shares her experience with us.
Former financial planner Joe Saul-Sehy and I tackle this in today’s episode.
Enjoy!
P.S. Got a question? Leave it at https://affordanything.com/voicemail
For more information, visit the show notes at https://affordanything.com/episode577
Learn more about your ad choices. Visit podcastchoices.com/adchoices
4.7
34093,409 ratings
#577: Kelsey is excited about investing along the efficient frontier, but it feels impossible with the lack of fund options in her employer-sponsored 401k. What’s the best way to deal with this problem?
Molly discovered that her rollover from a 401k to a traditional IRA hadn’t been invested in mutual funds and was still in a money market fund. Manually calculating her net worth helped her identify this oversight, and she shares her experience with us.
Former financial planner Joe Saul-Sehy and I tackle this in today’s episode.
Enjoy!
P.S. Got a question? Leave it at https://affordanything.com/voicemail
For more information, visit the show notes at https://affordanything.com/episode577
Learn more about your ad choices. Visit podcastchoices.com/adchoices
3,132 Listeners
23,660 Listeners
1,279 Listeners
763 Listeners
1,916 Listeners
1,958 Listeners
1,774 Listeners
1,390 Listeners
1,945 Listeners
977 Listeners
995 Listeners
14,049 Listeners
5,097 Listeners
10,122 Listeners
2,962 Listeners
904 Listeners
3,056 Listeners
6,370 Listeners
714 Listeners
431 Listeners
41,476 Listeners
13,008 Listeners
194 Listeners
110 Listeners
345 Listeners
1,437 Listeners
184 Listeners
3,317 Listeners
2,024 Listeners
2,850 Listeners
76 Listeners
315 Listeners
62 Listeners
13 Listeners
126 Listeners