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09.23.21  UPDATE: SBA Loan Programs  /  Important Plan Documents: 401(k) Fees.

09.23.21 UPDATE: SBA Loan Programs / Important Plan Documents: 401(k) Fees.

Good news for small business owners about the SBA loan program, including applying for PPP loan forgiveness. // 401(k)s have 2 different kinds of fee…

Everything You Need to Know About Your 401(k) (Are You Losing Money?)

Everything You Need to Know About Your 401(k) (Are You Losing Money?)

For most people, your 401(k) is the single largest account that exists in your portfolio, so you better know what it is and how it works. Here's some…

Who Wins: Roth 401k versus Traditional 401k?

Who Wins: Roth 401k versus Traditional 401k?

If you’re deciding which 401k is the right fit, this episode is for you. Learn more about your ad-choices at link

Is Real Estate Investing Right For You? #401

Is Real Estate Investing Right For You? #401

You should consider investing in real estate! If your personal finances are in a solid position and you’ve already taken advantage of the tax advanta…

Mega Backdoor Roth & Solo 401k Explained

Mega Backdoor Roth & Solo 401k Explained

In this episode, the FI Show Guys give you a step-by-step guide to utilizing the Mega Backdoor Roth and Solo 401k. You might be able to contribute A…

08.23.21 Out of Adversity > Innovation: Productivity & New Job Opportunity / Protect Yourself on 401(k) Rollovers.

08.23.21 Out of Adversity > Innovation: Productivity & New Job Opportunity / Protect Yourself on 40…

Employers are offering more to get and retain workers. Shop your skills for better pay and benefits. The labor shortage is actually an advantage to t…

Making Money While You Sleep (with Alan Corey), plus Crypto in Your 401k?

Making Money While You Sleep (with Alan Corey), plus Crypto in Your 401k?

Alan Corey had a small goal: he just wanted to pay his internet bill automatically, and in the process stumbled upon a strategy that would lead him t…

Choose Your Fighter: 401k or Roth IRA

Choose Your Fighter: 401k or Roth IRA

401k... IRA… alphabet soup… help? Nicole breaks down the difference between the darlings of the retirement world, and how to know which option is rig…

Friday Flight - Free Fancy Phones, Inflation Surging, & Crypto in your 401k #369

Friday Flight - Free Fancy Phones, Inflation Surging, & Crypto in your 401k #369

It's time for a Friday Flight! These episodes are all about the week’s financial news and the impact on your personal finances. There are a lot of he…

Options for Unvested 401k

Options for Unvested 401k

On this episode of DIY Money, Quint and Daniel discuss options for an unvested 401K account.

Ask HTM - Getting a Mortgage with a Low Credit Score, Borrowing from a 401k, and Investing in International Funds #364

Ask HTM - Getting a Mortgage with a Low Credit Score, Borrowing from a 401k, and Investing in Inter…

We’re kicking off the week by answering listener questions! And if you have a question that you’d like for us to answer on the show, we’d love for yo…

Average 401(k) Balance by Age (2021 Edition): Are You Behind?

Average 401(k) Balance by Age (2021 Edition): Are You Behind?

It's shocking that 35% of American employees are leaving free money on the table by not getting their employer match. 401(k) accounts tend to hold t…

Deciding on Investments in Your 401K

Deciding on Investments in Your 401K

On this episode of DIY Money, Quint and Daniel talk about how to choose investments within your 401K.

02.24.21 The Power of the Pivot-Knowing where your transferable skills are needed. Also, your options when your employer doesn't offer a 401K match or any retirement account.

02.24.21 The Power of the Pivot-Knowing where your transferable skills are needed. Also, your optio…

The Power of the Pivot: Job demand is up in some areas. Clark offers guidance on finding active job categories and transferring your skill set outsid…

672 - What’s the Difference Between a Traditional and Roth 401(k)?

672 - What’s the Difference Between a Traditional and Roth 401(k)?

If you work for a company that offers a retirement plan you might be confused about whether you should make traditional or Roth contributions. Laura …

289 | The Roth 401K and Meal Planning Made Easy

289 | The Roth 401K and Meal Planning Made Easy

For almost 12 months, we've all been trying to do the best that we can. As frequently discussed on the show, we try to do things slightly different,…

1.20.21 Annuity options will soon be available in your 401k; As streaming prices rise, how you can pay less

1.20.21 Annuity options will soon be available in your 401k; As streaming prices rise, how you can …

Clark is not a fan of annuities. But they are going to be available in many 401k's this year. Clark tells you what you should do when you see them as…

Contribute to Accounts Outside 401K

Contribute to Accounts Outside 401K

On this episode of DIY Money, Quint and Daniel talk about contributing to accounts other than your employer's 401K.

Ask HTM - Payoff My Mortgage or Hold as Cash, Tapping a 401(k) to Pay Off a Credit Card, and MVNO's for Everyone to Save Money #298

Ask HTM - Payoff My Mortgage or Hold as Cash, Tapping a 401(k) to Pay Off a Credit Card, and MVNO's…

We’re kicking off the week by answering your questions! And if you have a question for us, we’d love for you to submit your own via HowToMoney.com/as…

665 - 7 Pros and Cons of Investing in a 401k at Work

665 - 7 Pros and Cons of Investing in a 401k at Work

Should you always use a 401(k) at work if you have one? Laura reviews the main advantages and disadvantages of workplace retirement plans. You’ll lea…