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Tag: 401(k)

81 results found
episode

Changing Jobs? Here Are Your Options for Your 401(k)

Updated: April 1, 2025

?With the average person now holding 11.7 jobs over the course of his or her career, according to the Bureau…

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episode

What You Need to Know About Using Retirement Funds Early

Updated: April 1, 2025

If you ever wondered what would happen if you dipped into your retirement savings before turning fifty-nine and half years…

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article

Are You Making These Retirement Mistakes and Don’t Even Know It?

Updated: November 7, 2023

Whether you’re 30 years old or 60 years old, planning and preparing for retirement is something no one wants to…

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episode

How to Build a Better Retirement in 2017

Updated: April 1, 2025

It's the end of 2016 and the beginning of a New Year. Now is the perfect time to look forward…

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episode

Last Week Tonight – Retirement Plans

Updated: April 1, 2025

Finally! Someone in the mainstream media caught up with the times and discussed some of the issues within the financial…

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episode

5 Habits of 401(k) Millionaires

Updated: April 1, 2025

Think it's impossible to become a 401(k) millionaire? Wondering if you can commit to what's necessary to achieve this big…

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article

5 Investment Mistakes Couples Make

Updated: November 7, 2023

Have you talked with your spouse about your investment strategy, or what the purpose is for your investments? Investing can…

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episode

Top Tips to Prepare for Retirement

Updated: April 1, 2025

Brian and Bo cover different strategies and steps to take when preparing for retirement and review features that are available…

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episode

How Do You Hold Your Assets?

Updated: April 1, 2025

Brian and Bo discuss the strategy behind asset location and give you a breakdown of their thoughts when designing investment…

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episode

Code Red

Updated: April 1, 2025

This week Brian summarizes the 2011 and 2012 Letter to Shareholders from Berkshire Hathaway. He notes that consistency is key…

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