Podcast Feed

094 | Solo 401K vs SEP with Waffles on Wednesday

094 | Solo 401K vs SEP with Waffles on Wednesday

094 | Mr. and Mrs. Waffles on Wednesday (WoW) talk about winning on a TV game show, starting their own business, learning the tax code to maximize 40…

8.29.18 Amazon selling tires; Paying someone to do your dirty work; 401k and your student loan debt

8.29.18 Amazon selling tires; Paying someone to do your dirty work; 401k and your student loan debt

Amazon is using Sears to do installation of tires that they sell. This could be good for both companies; Paying someone to quit your job for you? It'…

8.1.18 New $15 live TV streaming; Cashing out 401k plans; Our cars are distracting us

8.1.18 New $15 live TV streaming; Cashing out 401k plans; Our cars are distracting us

AT&T is raising rates on many subscribers, but, it is also offering a new $15 skinny bundle streaming service. Many employees cash out their 401k…

What's Not To Like About a 401k Loan? (Your Letters)

What's Not To Like About a 401k Loan? (Your Letters)

Mail call! Today we're ripping open your letters and answering tons of your questions. We'll share our thoughts on 401k loans, improving your credit,…

Should I Choose a Roth vs. Traditional IRA and 401k for Early Retirement?

Should I Choose a Roth vs. Traditional IRA and 401k for Early Retirement?

#128: Antonia, 27, wants to retire in 15 years. She's trying to figure out whether to contribute to pre-tax or after-tax retirement accounts. Most f…

WCI #44: Complicated Aspects of 401(k)s

WCI #44: Complicated Aspects of 401(k)s

There are complicated aspects of 401(k)s. Many of these are discussed in this episode as we answer listeners' questions about their 401(k)s. If you’r…

530 - 7 Simple Reasons to Invest in a Roth IRA or Roth 401(k)

530 - 7 Simple Reasons to Invest in a Roth IRA or Roth 401(k)

Roth accounts are a vastly underutilized and misunderstood way to save for retirement. Get the scoop on 7 ways you receive huge tax benefits, access …

Changing Jobs? Here Are Your Options for Your 401(k)

Changing Jobs? Here Are Your Options for Your 401(k)

With the average person now holding 11.7 jobs over the course of his or her career, according to the Bureau of Labor Statistics, there is a good chan…

Your 401k Could Be Better (plus an intro to CollegeBacker)

Your 401k Could Be Better (plus an intro to CollegeBacker)

Think your 401k rocks? In our headlines segment today we'll share a story from an author who thinks your retirement plan isn't all that it can be. Sh…

Should I Move My 401k to a Roth IRA? (Your Letters)

Should I Move My 401k to a Roth IRA? (Your Letters)

You have money in an old 401k and would prefer to have that money in your Roth IRA. Should you make that move? How do you accomplish that goal? That'…

How Do I Invest My 401k? (Your Letters)

How Do I Invest My 401k? (Your Letters)

401k plans, Roth IRAs, Coverdell IRAs, separately managed accounts, and more. What do they have in common? YOU asked about all of these and more on t…

WCI #15: What to do if you have No 401K as a New Attending

WCI #15: What to do if you have No 401K as a New Attending

What to do if you have No 401K as a New Attending. When starting a job as an Attending, often there is a time period where you cannot contribute to t…

492 MG Can You Contribute to a 401k and an IRA in the Same Year?

492 MG Can You Contribute to a 401k and an IRA in the Same Year?

Taking advantage of a retirement plan at work and an IRA is a smart way to cut taxes and save more money for the future. But having multiple accounts…

WCI #11: Should You Make Roth or Traditional 401K Contributions?

WCI #11: Should You Make Roth or Traditional 401K Contributions?

Should You Make Roth or Traditional 401K Contributions? Dr. Dahle get lots of questions from readers about whether or not they should take advantage …

460 MG Should You Invest in a 401k with No Matching?

460 MG Should You Invest in a 401k with No Matching?

Laura explains how 401k employer matching works and answers a listener question about what to do when your company doesn't match your retirement cont…

441 MG 401k or IRA: Which One Should You Invest in First?

441 MG 401k or IRA: Which One Should You Invest in First?

Confused about whether to invest in a traditional or a Roth retirement account? Laura answers a listener question that will help you understand the r…

424 MG 3 FAQs About 401k Retirement Plans

424 MG 3 FAQs About 401k Retirement Plans

Laura answers reader questions about 401ks and 403bs, including what happens to your account if you get divorced, how to handle a retirement provider…

401 MG Should You Invest Emergency Funds or Keep Cash?

401 MG Should You Invest Emergency Funds or Keep Cash?

Find out how much emergency money you need, the best places to put it, and whether investing some amount of it is a smart financial move. Read the fu…