Episode Details
Back to Episodes
115 - Mailbag Episode - Tracking 401k Contributions, ESPP Savings, and Investing After a Late Start
Description
Scott and James discuss multiple listener questions regarding tracking 401k contributions, ESPP savings, and investing after getting a late start.
Planning Points Discussed
- Retirement Planning
- Utilizing Time Efficiently
- Capital Appreciation
- Purchasing Power
- Other issues (IRAs, Inflation, Financial Goals, etc.)
Timestamps:
1:49 - Listener Question
2:57 - Tax Implications of Retirement Accounts
4:05 - Rollovers: 401(k)s to IRAs (and Roth!)
7:40 - ESPP (Employee Stock Purchase Plan)
10:47 - Risk & Return Correlations
12:41 - When Does It Make Sense to Diversify?
15:37- What Can You Control?
17:54 - Maximizing Social Security
20:36 - When Saving Is More Important Than Compounding
23:07 - Aligning Your Financial Goals
LET'S CONNECT!
James
Scott
ENJOY THE SHOW?
Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play.
Leave us a review on iTunes.
Have a money question you want us to answer? Submit one here