Podcast Feed
466: The Retirement Planning Roadmap: 401(k)s, Real Estate, Bonds & More
If you haven’t started your retirement planning yet, you’re not out of luck. Whether you’re in your twenties, thirties, forties, fifties, or sixties,…
Bigger Pockets
11/06/2023
Creating A $1 Billion Fintech Startup And Understanding How 401(k) Plans Make Money With Roger Lee …
I talk to Roger Lee, Co-Founder of Human Interest, a YC-backed private company that offers 401(k) plans to small businesses. Human Interest raised $2…
Financial Samurai
10/24/2023
WCI #335: Solo 401(k) Questions
Today we are answering your solo 401(k) questions. We tackle topics like what to do when you change from W2 to K1, when to create an S-Corp, how to c…
White Coat Investor
10/05/2023
32: Optimizing Your 401(k), 403(b), 457(b), or ESOP
In this episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz breakdown employer-sponsored retirement accounts. Specifically, they exp…
Rich Habits
10/02/2023
MtoM #138: Doc Helps Change His 401(k) Plan and Finance 101: Tax Brackets
We loved hearing from this doc about how he advocated for changes to be made to his employer 401(k) plan. After a few years of requests he was happy …
White Coat Investor
10/02/2023
The IRS Just Changed the Rules About 401(k)s (What You Need to Know)
The IRS just announced they are delaying a change to 401(k) contributions to 2026. Here’s what changes are going into effect, what’s getting delayed,…
Rich Girl Roundup: No Access to a 401(k)? Here's What to Do
Rich Girl Laura V. asks, "How would you recommend strategically investing for retirement if you don’t have access to an employer sponsored account or…
Money With Katie
09/18/2023
Why 401(k) Balances By Generation Are So Low And Why We Shouldn't Be Worried
My wife and I talk about how shockingly low the median 401(k) balances are by generation. We also discuss why we think this is the case and why there…
Financial Samurai
09/12/2023
Ask HTM - Work Provided Life Insurance, Compounding Returns with a 401k True-Up, & Selling a Home t…
We’re kicking off the week by answering your listener questions! And if you have a question that you’d like for us to answer on the show, we’d love f…
How To Money
09/11/2023
WCI #331: 401K and IRA Limits are Totally Separate
Today Dr. Dahle reminds us that 401K and IRA limits are totally separate. He once again reviews the changes that happened with the Secure Act 2.0 and…
White Coat Investor
09/07/2023
1056 - How You Can Start Buying Real Estate Using Your 401(k) or IRA by Daniel Gleich
Did you know you can buy real estate using your IRA or 401(k)? Most real estate entrepreneurs are unaware of how easy it is to buy real estate with t…
Bigger Pockets
09/05/2023
401K Versus IRA
On this episode of DIY Money, Quint and Allie talk about prioritizing contributions to a 401K versus IRA.
Charting Paths to Financial Independence (SB 1401)
Is the secret to achieving your financial independence in taking a never-ending sabbatical? We're thrilled to have sisters Sammie and Michelle Varghe…
The Stacking Benjamins Show
08/28/2023
401(k) Hacks for Optimal Retirement Savings
How does using your retirement plan as a path to a cool million sound to you? Are the existing tools that are currently available to most of us enoug…
The Stacking Benjamins Show
07/28/2023
Ask HTM - Prepaid College Plans, Maturing Savings Bonds, & Settling the Roth vs Trad 401k Debate #6…
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…
How To Money
07/10/2023
Friday Flight - Costco’s Crackdown, Bad Vibes, & Forgotten 401k Accounts #690
Time for a Friday Flight- our sampling of the week’s financial news and what it means for your personal finances. There are a lot of headlines out th…
How To Money
06/30/2023
Simple IRAs and 401Ks for a Small Business
On this episode of DIY Money, Daniel and Logan talk about Simple IRAs for small businesses versus 401Ks and what benefits a plan administrator should…
Roth IRA vs Roth 401(k) - Which is Better?
What are the differences between a Roth IRA and a Roth 401(k), and how should you utilize them on your wealth-building journey? Jump start your journ…
15: How to Build a Crypto Portfolio From Scratch, the Debt Ceiling, Revocable Trusts, and 401(k) Lo…
In this episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz walk you through how to build a crypto portfolio from scratch, what the …
Rich Habits
06/06/2023
Should You Use Your 401k For Student Loan Repayment?
Many college graduates have considered using their 401(k) to pay off their student loan debt. But is it a good idea? Learn more.
The College Investor
06/02/2023