Today we’re going to be talking about the Jean Claude Van Damme of retirement accounts- the 457(b) (also called the 457). The 457(b) is a flexible retirement vehicle that allows penalty-free early withdrawals, along with some pretty great catch-up options. Much like Jean Claude Van Damme, the 457 kicks some serious ass, but it’s not for everyone.
On your first day of your new job, you get handed a stack of papers about the companies retirement plan and you are undoubtedly confused. Don’t worry, we’ve all been there. What are the differences between a 403b vs 401k? Let’s find out.
We’re joined by a previous guest. Chris Costello joins us to talk about how to retire happy when you optimize your 401K account with Blooom.
Your 401k is meant to fund your retirement. But you can withdraw money from it earlier. Is borrowing against your 401K ever a good idea?
Today we’re going to learn about the power of the Roth conversion ladder using a combination of personal finance words and poorly constructed metaphors. Should be a good time.
Ray Dalio created what is known as the All Weather Portfolio which contains the exact asset allocation you need to make money in any kind of economy. We’ll breakdown the All Weather Portfolio and the Golden Butterfly Portfolio.
Today we’re getting into the gritty details of what a SEP-IRA account is and whether it’s the right play for you. However, this retirement account isn’t for everyone. Know what the SEP-IRA rules are before opening yours.
We talk about portfolio diversity to insulate from risk. But if you want to ramp up returns, consider diversifying your retirement with alternative assets.
Masterworks is a unique investing platform that allows average Joes to invest in Picasso’s, Monet’s, and Warhol’s. Yep, multi-million dollar paintings are something you can actually get in on
If you want to become a millionaire, it’s entirely possible and easier than you think. No snake oil or voodoo, here, just 16 realistic ways to make one million dollars.
Social security can be a relic of the past by the time Millennials reach the age of eligibility. We all need to take our retirement into our own hands. You don’t have to spend the whole prime of your life slaving for the man. The word retirement has many definitions, we’ll look at the new face of retirement.
Early retirement sounds ideal but is it always? Retire or not to retire with Roger Whitney, the retirement answer man.
We spent years accumulating money for retirement, but when we finally get there what do you do. Learn how to retire and what to do with your time and money.
Since Social Security isn’t going to be enough for anyone looking to retire. You’ll need a more intuitive you-powered plan. Retirement planning is not as scary as you might think.
We’ll explain what a trust fund is, who needs one, if you need a will too, and how to set up a trust.
If you’ve ever heard of using your whole life insurance policy like a savings account to borrow against, then you’ve heard of the Infinite Banking Concept.
We get a lot of listener questions, and sometimes we get the same question several times. When that happens, we know a 5 questions episode is in order! Today we bring you questions on profit sharing, tradelines, 403Bs, 401ks, and paying off debt.
What is the 4% rule? It is the magic formula for early retirement. Make your money work for you while you no longer have to work.
If you read any personal finance blogs or listen to any personal finance podcasts, you’ve probably heard of the FIRE movement. We set about finding the truth about the FIRE movement.