Podcast Episodes
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069 - Should You Use a Target Date Fund In Your 401(k) Plan?
Is a Target Date Fund right for you? To put it in simple terms, it depends. Today we explain what the appropriate course of action is when approachin…
5 years, 7 months ago
068 - What is Mega Back Door Roth Contribution and Who Can Do It?
What do you do when you have fully maxed out your 401k contributions? This is where the Mega Backdoor Roth contributions may come into play. In this …
5 years, 8 months ago
067 - What's the Best Investment Strategy for a 5-7 Year Timeframe?
Today we answer questions from a listener on where to save your money in a 5-year span. From the stock market to the bond market we lay out what the …
5 years, 8 months ago
065 - How to Navigate Open Enrollment: I Hope You Have It
5 years, 8 months ago
064 - How to Navigate Open Enrollment: Stock Compensation
5 years, 9 months ago
063 - How to Navigate Open Enrollment: Health Insurance
5 years, 9 months ago
062 - 10 Hidden Costs of Home Ownership
Property Taxes Closing Costs Earnest Money Paying for the Escrow Homeowner's Insurance Other Taxes Interest Rates Moving Costs Utilities Home Mainte…
5 years, 9 months ago
061 - What do I do With My Emergency Fund with Interest Rates So Low?
High Yield Savings Account Certificate of Deposit (CD) Checking or Savings Account Taxable Investment Account Roth IRA
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James
Facebo…5 years, 9 months ago
60 - What Tax-Efficient Investment Strategies Exist After I Max My 401(k)?
What % of income are you saving to your retirement accounts? Where to put extra $ If not fully funding retirement .... After tax contributions to …
5 years, 10 months ago