Podcast Feed

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).

How to Save for Retirement If You're Self-Employed: No 401(k), No Problem

How to Save for Retirement If You're Self-Employed: No 401(k), No Problem

Today’s caller is living the freelance dream—flexible schedule, creative freedom, but… zero employer retirement benefits. If you’re self-employed and…

#401: 5 Mistakes That Create Negative Cash Flow Rentals

#401: 5 Mistakes That Create Negative Cash Flow Rentals

⭐ Join Rental Property Mastery, my community of rental investors on their way to financial freedom: link   🎙️ Episode #401 – O…

WCI #414: Roth IRAs and 401(k)s

WCI #414: Roth IRAs and 401(k)s

Today we are answering more of your Roth IRA and 401(k) questions. We talk about the difference between Roth and Traditional IRAs and then answer a q…

What The Tariffs Mean For Your 401(k)

What The Tariffs Mean For Your 401(k)

We're diving into market volatility and what it means for your financial future. With the S&P 500 down over 15% from its all-time high and new tariff…

Solo 401(k) or SEP-IRA–Which is Right for You?

Solo 401(k) or SEP-IRA–Which is Right for You?

Laura reviews the differences between two popular retirement accounts for business owners, a solo 401(k) and SEP-IRA.

WCI #411: 401(k)s, IRAs, 403(b)s, and other Retirement Account Questions

WCI #411: 401(k)s, IRAs, 403(b)s, and other Retirement Account Questions

Today we are tackling your questions about retirement accounts. We talk about rolling a 401(k) into and IRA after changing jobs, how to do a 403(b) r…

Q&A: $1,200 / Month Car Payment, $59K 401(k) Loan, & Owing $30K to the IRS

Q&A: $1,200 / Month Car Payment, $59K 401(k) Loan, & Owing $30K to the IRS

In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions!This week's episode was full of surprises -…

Q&A: $1,200 / Month Car Payment, $59K 401(k) Loan, & Owning $30K to the IRS

Q&A: $1,200 / Month Car Payment, $59K 401(k) Loan, & Owning $30K to the IRS

In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz answer your questions!This week's episode was full of surprises -…

Ask HTM - Finding Travel Deals, 401k Match Changes, and Our Take on Long Term Disability #955

Ask HTM - Finding Travel Deals, 401k Match Changes, and Our Take on Long Term Disability #955

Let’s dive into 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 ques…

401(k) Mistakes That Could Cost You Millions

401(k) Mistakes That Could Cost You Millions

One thing we've seen as financial advisors: not everyone knows how their 401k (or similar plan) works. Learn how these common mistakes can cost you M…

Self-Directed IRAs & Solo 401(k)s: Unlocking Real Estate Investing with John Bowens

Self-Directed IRAs & Solo 401(k)s: Unlocking Real Estate Investing with John Bowens

Jim Pfeifer and Paul Shannon sit down with John Bowens of Equity Trust to break down the power of self-directed retirement plans for real estate inve…

Maxing Out a 401(k) and IRA: Rules, Limits, and Tax Benefits Explained

Maxing Out a 401(k) and IRA: Rules, Limits, and Tax Benefits Explained

Laura answers a listener's question about whether you can use multiple retirement accounts in the same year.

01.24.25   Clark Answers His Critics on Clark Stinks  /   Job Change and Your 401(k)

01.24.25 Clark Answers His Critics on Clark Stinks / Job Change and Your 401(k)

Friday - Clark Stinks day! Christa shares Clark Stinks posts with Clark. Submit yours at Clark.com/ClarkStinks. Also in this episode, how people end …

How To Maximize Your 401(k) Strategy!

How To Maximize Your 401(k) Strategy!

"I’m 31. My 401(k) lets me pick a percentage for Roth and a percentage for Pre-Tax contributions. I have $7k in a Roth IRA, and plan to max out 401(k…

WCI #401: Risk vs Reward - How to Find the Balance

WCI #401: Risk vs Reward - How to Find the Balance

Today we are talking about finding balance in our lives. We discuss how to know what our risk tolerance is both in the finance space but also in our …

Where Should I Invest After Maximizing a 401(k)?

Where Should I Invest After Maximizing a 401(k)?

Laura answers a listener's question about how to invest wisely after maxing out a retirement plan at work.

12.23.24   2025 Home Price Projections  /  The Average 401(k) Balance

12.23.24 2025 Home Price Projections / The Average 401(k) Balance

Today, our last show of the year, Clark looks ahead to where home prices are likely to go in 2025. Also in this episode, Clark shares data on the ave…

WCI #397: Roth, Mega Backdoor Roth, Solo 401(k)s and IRAs

WCI #397: Roth, Mega Backdoor Roth, Solo 401(k)s and IRAs

Today we are answering your retirement account questions. We answer questions about the mega backdoor Roth, Roth conversions, solo 401(k)s, individua…

12.06.24  Clark Answers His Critics on Clark Stinks  /   401(k) Savings - 2025

12.06.24 Clark Answers His Critics on Clark Stinks / 401(k) Savings - 2025

Friday - Clark Stinks day! Christa shares Clark Stinks posts with Clark. Submit yours at Clark.com/ClarkStinks. Also - some older workers have a new …