The Show

Roth 401k, Financial Records to Keep, and Social Security

We are covering quite a few topics in today’s show. Provided below are links and information:

“Should You Be Investing In the Roth 401(k)?” – I have received several emails from listeners asking questions about Roth 401k options at their workplace. I actually covered this topic in the first quarter issue of the “Wealth Report” newsletter. I am using that article in today’s show.

“What Financial records to keep, how long to keep them” by Bankrate.com

“The Best Credit Cards and Financial Services” by Kiplinger.com

“Fast Facts & Figures About Social Security, 2007” from the Social Security Administration

If any of this Social Security information leads you to action … consider contacting your elected representatives (Congress or Senate).

Enjoy the Show?

Sign up for the Financial Order of Operation (FOO) Online Course!
Sign up for our Know Your Number Course!
Check out our Net Worth Tool!
Get FREE downloads full of financial advice from our Resource Page!
Subscribe on YouTube or wherever you listen to podcasts.
Send us your questions or share your story.

Where You Can Watch and Listen:

Subscribe on these platforms or wherever you listen to podcasts for new episodes every Friday, live streams every Tuesday at 10am CT, and new highlight clips throughout the week.

Audio

Free Resources

Got An Old 401(k)?

Deciding what to do with your old 401(k) can be a pain. We're here to make it easy.

View Resource

Financial Order of Operations®: Maximize Your Army of Dollar Bills!

Here are the 9 steps you’ve been waiting for Building wealth is simple when you know what to do and…

View Resource

Wealth Multiplier By Age

How much to save every month to become a millionaire.

View Resource

Articles

Retirement – Money Guy’s Ultimate Guide

401(k), early retirement, pension plans, retirement, retirement accounts, retirement calculators, retirement planning, Roth IRA, tax strategies

How To Invest for Retirement the Right Way

401(k), invest, retirement, Roth IRA

Average 401(k) Balance For a 30 Year Old (2024 Edition)

401(k), financial planning, Investing

Courses & Tools

How about more sense and more money?

Check for blindspots and shift into the financial fast-lane. Join a community of like minded Financial Mutants as we accelerate our wealth building process and have fun while doing it.