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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 …

What Happens to a 401(k) When You Die?

What Happens to a 401(k) When You Die?

Laura answers a listener's question about how 401(k) retirement plan inheritance works.

What Percentage of Net Worth Should be in Stocks, Old 401(k), Books for Buying Businesses and More! - Money Q&A

What Percentage of Net Worth Should be in Stocks, Old 401(k), Books for Buying Businesses and More!…

In this episode of the Personal Finance Podcast Money Q&A, we're going to talk about what percentage of your net worth should be in stocks, what …

11.25.24 BEST OF: The Fate Of Traditional 401(k)s & IRAs  /   Carry On Karma Vs Baggage Fees

11.25.24 BEST OF: The Fate Of Traditional 401(k)s & IRAs / Carry On Karma Vs Baggage Fees

Happy Thanksgiving Week! Please enjoy this Best Of episode. Clark returns December 2nd with new ways to Save More, Spend Less and Avoid Getting Rippe…

Ask HTM - First-Time Landlording, New Car w/ Severance Pay, & Roth 401k for Early Retirees #907

Ask HTM - First-Time Landlording, New Car w/ Severance Pay, & Roth 401k for Early Retirees #907

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 question y…

Mailbag | Backdoor Roth IRA, 4% Rule & 401k Strategies for Retirement Planning | With Rachael Camp | 521

Mailbag | Backdoor Roth IRA, 4% Rule & 401k Strategies for Retirement Planning | With Rachael Camp …

Answering Listener Questions on asset allocation, retirement strategies, and the intricacies of real estate investing. With Brad Barrett and Rachael …

HSA or 401(k) or IRA - Where to Invest?

HSA or 401(k) or IRA - Where to Invest?

Allie and Quint talk about where to invest funds and why.

Ask HTM - High Yield CHECKING Accounts, Avoiding Capital Gains with Vet School, & Discriminatory 401k Accounts! #898

Ask HTM - High Yield CHECKING Accounts, Avoiding Capital Gains with Vet School, & Discriminatory 40…

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 question y…

Should I reduce my 401(K) Contributions to Save for a House? - Money Q&A

Should I reduce my 401(K) Contributions to Save for a House? - Money Q&A

In this episode of the Personal Finance Podcast Money Q&A, we're going to talk about should I reduce my 401k contributions to save for a house? …

Q&A: How to Find Old 401(k)s, Driving a $57K Truck, & Graduating w/ $250K in Student Loan Debt

Q&A: How to Find Old 401(k)s, Driving a $57K Truck, & Graduating w/ $250K in Student Loan Debt

🚀 Join us for a Q4 Forecast webinar with NEOS Funds, click here! --- In this week's episode of the Rich Habits Podcast, Robert Croak and Austin Hankw…

The Worst 401(k) Mistakes We’ve Seen!

The Worst 401(k) Mistakes We’ve Seen!

"I just started investing in my 401(k). I think I have it set up right, but it's all so new that I'm worried I'm going to miss something and make a m…