Episode 17: Making the Most of Your 401(k)!

Sep 1, 2021

The government is making it easier than ever before to systematically contribute to 401(k)s and workplace retirement plans.  You may already have a retirement plan that you contribute to BUT consider taking a few minutes to listen to Isaac Wright, CFP®, ChFC® and Ricky Lafon MBA, CFP®, RICP® discuss the common mistakes and misconceptions around money you are saving for your retirement on this latest episode.

  1. Should you leave money with a former employer’s plan instead of rolling it over into an IRA?
  2. How often should I review my plan investments?
  3. Incorrect assumptions around your retirement plan setup, fees and much more!

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