My thesis is simple: high 401(k) balances are correlated to people who are rich, but they are not a causative factor of wealth.
Today, please enjoy this recording of my appearance on Episode 107 of the Sound Retirement Planning Podcast with Jason Parker!
422 – Former CEO of Lehman Brothers Opines On Careers, Banking, Money, and Retirement: Interview with Andy Sage
I sat down with my friend Andy Sage here at his home in Palm Beach with the microphones fired up for a discussion about his career, and much more.
370 – Friday Q&A: Should I Take a State DB Pension Plan or Choose a Defined-Contribution Option, Why Do So Few People Grasp How Simple It Is to Become Wealthy, What Are the Next Steps I Should Take in Establishing My New Consulting Business
Today we cover state defined-benefit pension plans, the simplicity of become wealthy and the steps involved to establish a new consulting business.
367 – Discussing Social Security Tactics, Strategy, and Background with Financial Planner Devin Carroll from Social Security Intelligence
Today we talk with financial a planner, Devin Carrolla, about advice for those who are trying to figure out how to approach their social security strategy.
314-How You Can Get More Money For Early Retirement By Using an IRA or 401(k) Even if You Have to Pay the 10% Penalty!
Have you ever wanted to invest through an IRA or 401(k) for the purpose of early retirement but felt stymied by the thought of paying a 10% penalty tax?
Will you pay less taxes when investing in a Traditional IRA or a Roth IRA? Do you know? Are you sure? If you’re not sure, the answer may surprise you.
I think it’s a real mistake to focus first on retiring comfortably if we haven’t first made a plan for working comfortably.