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Listen to Money Wisdom with Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP® and gain key financial insights to help you make informed decisions for your future. Jake and Nick aim to provide clarity and guidance, addressing your questions and shining a light on the real financial challenges facing today’s retirees.

Jul 3, 2020

The retirement accounts set up through your employer are powerful saving vehicles but are you managing it properly? Some people obsess over their investments while others set it and forget it. Which strategy works the best and how can an advisor play a key role in your strategy? We’ll tell you about that on this episode.

 

Read more and get additional financial resources here: https://johnsonbrunetti.com/?p=5704 

 

Today's show schedule: 

0:28 – The plan for today’s show.  

1:52 – What goes wrong when you don’t pay enough attention to your account?

3:10 – What about the people are obsessing over their 401k?

5:15 – Joel shares a story about a strategy that a huge company in LA uses.

6:12 – What’s the best way to get help in a 401k when it’s set up to do it yourself?

7:50 – How investing has changed in 401k accounts.