Podcast Feed
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
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…
Clark Howard
05/19/2025
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)
Laura reviews the rules, pros, and cons of borrowing from a workplace retirement plan, such as a 401(k) or 403(b).
Money Girl
04/23/2025
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…
Money Rehab with Nicole Lapin
04/14/2025
#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…
Coach Carson
04/14/2025
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…
White Coat Investor
04/10/2025
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?
Laura reviews the differences between two popular retirement accounts for business owners, a solo 401(k) and SEP-IRA.
Money Girl
04/09/2025
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…
White Coat Investor
03/20/2025
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 -…
Rich Habits
03/13/2025
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 -…
Rich Habits
03/13/2025
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…
How To Money
03/10/2025
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
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…
Bigger Pockets
02/25/2025
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.
Money Girl
01/31/2025
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 …
Clark Howard
01/24/2025
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
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 …
White Coat Investor
01/09/2025
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.
Money Girl
01/03/2025