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Retirement Accounts 101 this episode provides an overview of various types of retirement accounts, including 401(k)s, IRAs, and Roth IRAs. The podcast presents information on how these accounts work, their potential benefits, and the tax implications of each. While not offering advice, the podcast aims to educate listeners on the basics of retirement accounts to help them make informed decisions about their financial futures.
📚 About the Podcast
Real-world finance explained the way exams and real life actually test it.
Ideal for the SIE, Series 7, Series 65/66, and anyone who wants to actually understand money—not just memorize buzzwords.
⚠️ Disclosure
This podcast is for educational purposes only and is not a recommendation to buy or sell any security. Opinions expressed are solely those of the host.
🚀 Go Deeper
Live classes, tutoring, practice questions, and bonus content:
👉 Website / Classes: https://capitaladvantagetutoring.com
👉 YouTube: https://youtube.com/@Series7exam
👉 Substack:https://substack.com/@series7whisperer?
New episodes weekly — subscribe so you don’t miss one.
By capadvantage4.8
7373 ratings
Send us a text
Retirement Accounts 101 this episode provides an overview of various types of retirement accounts, including 401(k)s, IRAs, and Roth IRAs. The podcast presents information on how these accounts work, their potential benefits, and the tax implications of each. While not offering advice, the podcast aims to educate listeners on the basics of retirement accounts to help them make informed decisions about their financial futures.
📚 About the Podcast
Real-world finance explained the way exams and real life actually test it.
Ideal for the SIE, Series 7, Series 65/66, and anyone who wants to actually understand money—not just memorize buzzwords.
⚠️ Disclosure
This podcast is for educational purposes only and is not a recommendation to buy or sell any security. Opinions expressed are solely those of the host.
🚀 Go Deeper
Live classes, tutoring, practice questions, and bonus content:
👉 Website / Classes: https://capitaladvantagetutoring.com
👉 YouTube: https://youtube.com/@Series7exam
👉 Substack:https://substack.com/@series7whisperer?
New episodes weekly — subscribe so you don’t miss one.

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