Posts tagged 401(k)
Ep 43: Special Edition - "It's A Trap!"
Ep 43: Special Edition - "It's A Trap!"

Certified Financial Planner™ Kerrie Debbs joins the show again to discuss the 401(k) trap that many Americans are falling into as they prepare for retirement. "The 401(k) Trap" also happens to be the name of an excellent eBook that Brian Doe and Kerrie co-created to help retirees avoid the missteps others make in their savings and retirement accounts. Brian and Kerrie discuss how higher taxes in the future could rob you of your retirement dreams, what will happen if an unexpected expense forces you into a higher tax bracket, and explore the benefits of maximizing your after-tax income in retirement. Learn all about “The 401(k) Trap” on this episode and also by downloading the eBook.

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Podcast BrianBrian DoeLivingworthfinancial advising, retirement planning, fiduciary, Main Street Financial Solutions, trap, 401(k)
Ep 35: The 401(k) Trap
Ep 35: The 401(k) Trap

Some of the traditional pillars of retirement income are almost non-existent (Pensions) or severely fractured (Social Security). It leaves the final pillar of personal savings (your 401(k)) as the last pillar standing. But new assaults are threatening the security of this final pillar. We call it The 401(k) Trap. Join us on this episode as we explore the (surprisingly) long history of pensions, how their general demise gave way to the 401(k), and how we can take certain actions today to make sure your retirement income is left intact on your way to, and through, retirement.

You can also download a special report that Brian Doe has created by the same name as this podcast. Check out The 401(k) Trap for more information on this subject. It includes a helpful bonus checklist to help you assess your retirement preparedness.

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Podcast BrianBrian DoeLivingworthfinancial advising, retirement planning, fiduciary, Main Street Financial Solutions, 401(k), pensions, history
Ep 13: 2020 - I Can See Clearly Now
Ep 13: 2020 - I Can See Clearly Now

To kick off the new year we're going to tackle one of the most popular financial investment vehicles out there... the 401(k). Why is it a bad thing to be a "401(k) Millionaire" and just how big of trouble are you in if a majority of your savings is hanging out in one of these accounts? We'll answer those questions and more as we look to start the new decade off with some clarity and a well defined financial resolution.

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Podcast BrianBrian DoeLivingworthfinancial advising, retirement planning, 2020, new year, 401(k), savings