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💼 Want expert help in planning for your financial future?
Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg
Retirement, as we know it, is a modern invention. But the very system designed to protect your future might now be holding you back. In this episode, Scott uncovers a powerful yet often hidden feature inside many 401(k) plans that can give you greater control, flexibility, and professional management, without moving a single dollar out of your account. Discover how unlocking it could completely change your retirement strategy.
Here’s what we cover in this episode:
🏛️ Retirement History: how saving for retirement has evolved
🏦 From Pensions to 401(k)s: shifting responsibility to individuals
⚠️ 401(k) Limitations: why most plans restrict your options
🔍 Hidden Feature: Discovering the Self-Directed Brokerage Accounts (SDBA)
🧾 Smart Oversight: how to manage an SDBA effectively
📞 Call us: 913-393-4724
🌐 Visit our podcast website: https://listentoscott.com/
📚🛠️ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit
Download here 👉 https://keap.page/bu413/exceptional-retirement-youtube.html
🎥 Subscribe to our YouTube channel for more retirement insights!
🔔 http://youtube.com/@erg-kc?sub_confirmation=1
📰 Read our latest articles on Kiplinger:
https://www.kiplinger.com/author/scott-m-dougan-rfc-investment-adviser
📌 Follow us for expert retirement planning tips!
https://www.facebook.com/elevatedretirementgroupkc/
#retirement #retirementplanning
By Scott Dougan4.3
33 ratings
💼 Want expert help in planning for your financial future?
Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg
Retirement, as we know it, is a modern invention. But the very system designed to protect your future might now be holding you back. In this episode, Scott uncovers a powerful yet often hidden feature inside many 401(k) plans that can give you greater control, flexibility, and professional management, without moving a single dollar out of your account. Discover how unlocking it could completely change your retirement strategy.
Here’s what we cover in this episode:
🏛️ Retirement History: how saving for retirement has evolved
🏦 From Pensions to 401(k)s: shifting responsibility to individuals
⚠️ 401(k) Limitations: why most plans restrict your options
🔍 Hidden Feature: Discovering the Self-Directed Brokerage Accounts (SDBA)
🧾 Smart Oversight: how to manage an SDBA effectively
📞 Call us: 913-393-4724
🌐 Visit our podcast website: https://listentoscott.com/
📚🛠️ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit
Download here 👉 https://keap.page/bu413/exceptional-retirement-youtube.html
🎥 Subscribe to our YouTube channel for more retirement insights!
🔔 http://youtube.com/@erg-kc?sub_confirmation=1
📰 Read our latest articles on Kiplinger:
https://www.kiplinger.com/author/scott-m-dougan-rfc-investment-adviser
📌 Follow us for expert retirement planning tips!
https://www.facebook.com/elevatedretirementgroupkc/
#retirement #retirementplanning

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