Podcast Feed

What to Do With Your 401k After Changing Jobs?

What to Do With Your 401k After Changing Jobs?

Quint and Allie talk about the ins and outs of rolling out a 401(k). Hosted by Simplecast, an AdsWizz company. See link for inform…

Strategies and Tactics to Maximize Your 401k (and common mistakes to avoid) SB1740

Strategies and Tactics to Maximize Your 401k (and common mistakes to avoid) SB1740

What if tweaking just a few “knobs” in your 401(k) could mean the difference between retiring with confidence or wondering if you’ll ever stop workin…

Solo 401(k) Made Simple: Bigger Limits, Fewer Gotchas

Solo 401(k) Made Simple: Bigger Limits, Fewer Gotchas

Host Chris Lopez sits down with John Bowens, CISP of Equity Trust to demystify Solo 401(k)s for real estate investors. John explains who actually qua…

Should I Use My 401(k) to Pay Off Debt?

Should I Use My 401(k) to Pay Off Debt?

957. Laura answers a question about using funds in a retirement plan to pay off credit cards and medical debt.

Traditional 401(k) or Roth 401(k)

Traditional 401(k) or Roth 401(k)

Allie and Quint talk about where to put retirement savings.

Should You Stop Using a Roth 401(k) After a Certain Income? (Money Q&A)

Should You Stop Using a Roth 401(k) After a Certain Income? (Money Q&A)

In this episode of The Personal Finance Podcast, Andrew answers eight questions on tax strategies and retirement planning, covering when investment m…

Friday Flight - Forgotten 401k, Peaking Pessimism, & Loyalty is for Losers #1032

Friday Flight - Forgotten 401k, Peaking Pessimism, & Loyalty is for Losers #1032

Time for a Friday Flight- our little sampling of the week’s financial news and what it means for your personal finances. There are a lot of hea…

Ask HTM - Is a 25% Savings Rate Overkill, Avoiding State Minimum Insurance Requirements, & Eliminating 401k Loans #1030

Ask HTM - Is a 25% Savings Rate Overkill, Avoiding State Minimum Insurance Requirements, & Eliminat…

Let’s kick off the week with some fresh listener questions we have lined up for you! And don't just stand on the sidelines- if you have a quest…

New Executive Order Changes 401(k) Rules, Making it Possible to Own Real Estate in Them

New Executive Order Changes 401(k) Rules, Making it Possible to Own Real Estate in Them

A new White House order could open the door for landlords to hold real estate directly inside their 401(k) plans—a move some are calling a “game chan…

BIG Changes Are Coming To Your 401(k) - What You Need To Know

BIG Changes Are Coming To Your 401(k) - What You Need To Know

A new executive order could open up 401(k) plans to alternative investments like private equity, real estate, and cryptocurrency. We unpack what’s re…

How To Fix 8 of the Most Common 401k Mistakes (SB1720)

How To Fix 8 of the Most Common 401k Mistakes (SB1720)

Is your 401(k) quietly working for you… or quietly working against you? In the first half of this episode, Joe Saul-Sehy, OG, and Neighbor Doug tackl…

Apple's $600B Investment, Crypto in Your 401(k), & Disney's Deal with the NFL

Apple's $600B Investment, Crypto in Your 401(k), & Disney's Deal with the NFL

In this week's episode of the Rich Habits Radar, Robert Croak and Austin Hankwitz walk through Apple's $600B investment in the United States, Trump's…

A Sandwich Guide to Navigating Inflation (plus how to plug 401k "leakage") SB1717

A Sandwich Guide to Navigating Inflation (plus how to plug 401k "leakage") SB1717

Is your grocery bill beefier than your sandwich? This week, Joe Saul-Sehy, OG, and Neighbor Doug unpack inflation in a way that only we can—by biting…

What You Need to Know About Private Equity In Your 401(k)

What You Need to Know About Private Equity In Your 401(k)

For decades, the private equity world has been a velvet-roped party — only open to billionaires, pensions, and endowments. But that might be changing…

Should Private Assets, Gold, and Crypto Be Investment Options in 401k and other Defined Contribution Plans?

Should Private Assets, Gold, and Crypto Be Investment Options in 401k and other Defined Contributio…

A new executive order could radically reshape retirement investing by allowing private equity, crypto, and gold in 401(k) plans. This episode examine…

07.02.25  OK 401(k)   /  It’s A Large Small Business World

07.02.25 OK 401(k) / It’s A Large Small Business World

Today, Clark discusses a disturbing trend underway involving retirement accounts, and explains the best way to use a 401(k).  Also, Clark explores th…

Solo 401k v. Roth IRA

Solo 401k v. Roth IRA

Logan and Allie talk about good saving principles to follow especially when you have a small business.

05.19.25    The True Costs Of 401(k) Loans /   Checked Bags - Lost & Found

05.19.25 The True Costs Of 401(k) Loans / Checked Bags - Lost & Found

The 401(k) is a great retirement instrument because saving is automatic and investments grow over time. So is it ever OK to ⁠borrow from a 401(k)⁠? K…

Are You Saving Enough? 401(k) Balances by Age Revealed!

Are You Saving Enough? 401(k) Balances by Age Revealed!

Curious how your 401(k) stacks up? Our annual break down is back with the latest Fidelity data on average 401(k) balances by age and how to use your …

The Ultimate Guide to Borrowing from Your 401(k)

The Ultimate Guide to Borrowing from Your 401(k)

Laura reviews the rules, pros, and cons of borrowing from a workplace retirement plan, such as a 401(k) or 403(b).