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WCI #304: Roth's, 401(k)s and 529s

WCI #304: Roth's, 401(k)s and 529s

We always know when it is the beginning of the year because we get so many questions about retirement accounts and everything related to them. This e…

Don’t Make This HUGE 401(k) Mistake!

Don’t Make This HUGE 401(k) Mistake!

Americans are making a HUGE mistake in their 401(k) that could cost them thousands by retirement. We’ll talk about why this is happening and how you …

Roth vs. 401K Debate

Roth vs. 401K Debate

On this episode of DIY Money, Quint and Logan debate using a Traditional 401K or Roth 401K or something else.

What to Do With Your Old 401(K) (Step-By-Step!)

What to Do With Your Old 401(K) (Step-By-Step!)

In this episode of The Personal Finance Podcast, we’re going to talk about what to do with your old 401(k) at work.  Download the Step-By-Step 401(…

01.31.23  401(k) Borrowing & Hardship Withdrawal  /  A Warning For Entrepreneurs

01.31.23 401(k) Borrowing & Hardship Withdrawal / A Warning For Entrepreneurs

Hardship withdrawals from 401(k)s have doubled over the past year. Clark discusses the tax ramifications and offers alternatives. Also, Clark champio…

7 Best Places to Save After Maxing Out a 401(k)

7 Best Places to Save After Maxing Out a 401(k)

The best places to save vary based on your situation, such as what's offered at your job or a spouse's job, whether you're self-employed, how much yo…

Roth IRA vs Roth 401(k): 10 Differences Investors Should Know

Roth IRA vs Roth 401(k): 10 Differences Investors Should Know

While digging into IRS rules about retirement accounts might seem wonky or something only a CPA should know, I promise it's worthwhile.

Should You Use Your 401(k) To Buy a Home?

Should You Use Your 401(k) To Buy a Home?

A down payment on a home will probably be the biggest transaction you’ll ever make in your life… and if you’ve been diligent about contributing to yo…

What Should You Do With Your 401(k) When You Get a New Job?

What Should You Do With Your 401(k) When You Get a New Job?

When you get a new job, what should you do with your 401(k) from your previous job? We'll walk you through that question and more in today's Q&A…

Friday Flight - Store Brand Surges, 401k Changes, & Inconvenient Conveniences #609

Friday Flight - Store Brand Surges, 401k Changes, & Inconvenient Conveniences #609

Time for our Friday Flight! These episodes are a sampling of the week’s financial news and the impact on your personal finances. There are a lot of h…

Ask Paula: Should I Stay At My Job For the 401k?

Ask Paula: Should I Stay At My Job For the 401k?

#419: Casey isn’t happy at her job. If she leaves before her one-year mark, she’ll lose her 401k contributions. Should she stay or find a new job? Da…

11.29.22  Nuggets from the 2022 Fast-Food Report  / A New 401(k) Portability Service

11.29.22 Nuggets from the 2022 Fast-Food Report / A New 401(k) Portability Service

Survey says: The slowest fast food lines belong to the most popular fast food place. And a serious innovation for workers at one of these restaurants…

409 | 401(k), Mega Backdoor Roth and the Premium Tax Credit | Sean Mullaney

409 | 401(k), Mega Backdoor Roth and the Premium Tax Credit | Sean Mullaney

In this episode: w2 employment to self-employment, s-coporations vs self-employment, avoiding penalties, megas backdoor roths, retirement planning, a…

Should I Take Money From My 401(K) to Pay Down Credit Card Debt? Money Q&A

Should I Take Money From My 401(K) to Pay Down Credit Card Debt? Money Q&A

In this episode of The Personal Finance Podcast, we’re gonna answer the question, should you take money out of your 401(k) to pay down credit card de…

11.01.22  Roth IRA & 401(k) Limits for 2023   /   CLARKONOMICS: The Deficit Reckoning

11.01.22 Roth IRA & 401(k) Limits for 2023 / CLARKONOMICS: The Deficit Reckoning

The 401(k) contribution limit has been increased for 2023, but this headline buries the lead: New rules for Roth IRA income and contribution limits. …

Ask HTM - Investing in Real Estate with Only $5, Tapping a 401k to Pay Off Debt, & A Currency Exchange Frugal or Cheap #586

Ask HTM - Investing in Real Estate with Only $5, Tapping a 401k to Pay Off Debt, & A Currency Excha…

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…

Ask HTM - Buying New or Used Cars in a Crazy Market, Stocks vs Real estate, & Converting or Rolling Over a 401k #580

Ask HTM - Buying New or Used Cars in a Crazy Market, Stocks vs Real estate, & Converting or Rolling…

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…

401 | Court from Modern FImily Returns

401 | Court from Modern FImily Returns

In this episode: finding unknown opportunity, creating your lifestyle as you go, overcoming the down period, real estate renting, and what reaching F…

Contributing to 401Ks, IRAs, and Roths

Contributing to 401Ks, IRAs, and Roths

On this episode of DIY Money, Quint and Daniel discuss the thought process for deciding whether to contribute to a 401K, IRA, or Roth.

341: Money with Katie’s Middle-Class Myths and The Great Roth vs. 401K Debate

341: Money with Katie’s Middle-Class Myths and The Great Roth vs. 401K Debate

Katie Gatti Tassin from Money with Katie had her “financial awakening” earlier than most. She saw the middle-class wealth trap of working, spending, …