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Wealth Talks

Welcome to Wealth Talks where we talk about solutions, money, and other things that create wealth in your life
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Now displaying: Category: Qualified Plans
Sep 1, 2021
Average returns don’t mean actual returns. On the surface this doesn’t sound like it would be a huge issue. But it is. 
 
In addition, the benefit of a 401(k) tax deferral used to be estimated about 9%, but not anymore. And fees continue taking a steady told each year which erodes your compounding base. 
 
These factors, as well as liquidity issues and insufficient accumulation of funds in most plans are prompting people to save in other vehicles even if they continue to use a 401(k). 
Jan 28, 2020

How is wealth created? According to George Gilder, there are three things that create wealth. (Listen to find out)

People who put money in a 401(k) limit their access to their own money which makes it hard to create wealth… and 401(k)s aren’t treating people all that well, to begin with.

The average 401(k) balance is pretty low especially considering many employees are betting on their 401(k) to make retirement a reality. That’s probably the reason most retired Americans depend on Social Security for at least 50% of their retirement income.

People who believe in the future use their money to create wealth. Can you do that too?

Discover the three things that create wealth. Listen Now.

Jul 11, 2017

Important things to know about tax qualified plans so you can be a good money manager. Recommended Resources: Winning Your Financial GAME (book) with the New Study Guide + Retirement Curveball (book)

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