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The 401(k) Playbook
On this episode of WNOTU we’re breaking down your 401(k), because “just contribute to it” is not enough information.
We break down:
- how employer matching actually works
- how much you should be contributing
- Roth vs. pre-tax contributions
- and how to choose investments without feeling overwhelmed
If you’ve ever opened your 401(k) portal and immediately wanted to close the tab… this episode is for you.
The information in this podcast is for educational and entertainment purposes only and is not intended as financial advice. I’m a Certified Financial Planner™, but I’m not your planner- so please consult a professional who knows yourunique situation before making any financial decisions. Past performance is not indicative of future results. Viewsexpressed are my own and do not reflect the views of Bethesda Financial Advisors, LLC.
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By Casey Bettencourt, CFP®On this episode of WNOTU we’re breaking down your 401(k), because “just contribute to it” is not enough information.
We break down:
- how employer matching actually works
- how much you should be contributing
- Roth vs. pre-tax contributions
- and how to choose investments without feeling overwhelmed
If you’ve ever opened your 401(k) portal and immediately wanted to close the tab… this episode is for you.
The information in this podcast is for educational and entertainment purposes only and is not intended as financial advice. I’m a Certified Financial Planner™, but I’m not your planner- so please consult a professional who knows yourunique situation before making any financial decisions. Past performance is not indicative of future results. Viewsexpressed are my own and do not reflect the views of Bethesda Financial Advisors, LLC.