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Ep. 2 - Head-to-Head Battle of the IRA vs 401k

Ep. 2 - Head-to-Head Battle of the IRA vs 401k

One of the key decisions you need to make in the year you retire is what to do with the money in your 401(k).  In this episode hosts John Bever and Jim Uren bring you the epic battle of the IRA versus the 401k. Do you leave all of your hard earned money in the 401(k)?  Or do you move it into an IRA? Hold on to your seats as we unveil the thrilling pros and cons of each option. And be sure to listen until the end to discover the special circumstances that, if they apply to you, will help you avoid potentially costly mistakes. 

In this episode, you’ll be able to:

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Ep. 1 - What's This Going to Cost Me?

Ep. 1 - What's This Going to Cost Me?

Episode 1: What’s This Going to Cost Me?

If you're feeling overwhelmed by the uncertainty of retirement expenses and struggling to find an accurate estimation, then you are not alone! Many individuals nearing retirement are taking generic approaches, relying on rough estimates or outdated advice, which often leads to financial unpreparedness and anxiety about the future. Instead of achieving the desired result of a clear understanding of retirement expenses, they find themselves stuck in a cycle of guesswork and worry. But fear not, there are proven methods available to help you accurately calculate your retirement expenses and achieve better financial preparedness.

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Trailer

Trailer

The year you retire is certainly one of the most exciting times of your life, but it is also one of the times when we are, financially speaking, the most vulnerable. But the good news is that with the right know-how, tools and planning, you can minimize your risks and vulnerabilities and focus your efforts on those things that will truly make your golden years truly golden. Join CERTIFIED FINANCIAL PLANNER™ professionals, John Bever and Jim Uren as they discuss the latest strategies to help make the year you retire your best year yet.

 

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Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Insurance and investment advisory services offered through Phase 3 Advisory Services Ltd., a registered investment advisor not affiliated with Osaic Wealth, Inc.

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