Through the Pines Ep. 25 - The ULTIMATE 401(k) Guide
Through the Pines Ep. 25 - The ULTIMATE 401(k) Guide
Welcome to a Financial Planning Podcast with a down to earth vibe, this is Through the Pines…
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*TIME STAMPS*
2:30 - 401(k) Eligibility
5:00 - How much to contribute to a 401(k)
8:45 - What is “matching?”
13:13 - Understanding “vesting”
15:45 - 401(k) from the Employer’s Perspective
17:45 - What is a True-Up Provision?
19:50 - "Uni-k" - Personal & Small Business 401(k) Plans
23:00 - After Tax Contributions
24:00 - Perspective from someone who is ready for retirement
26:00 - The KEY to SUCCESS with a retirement plan
27:00 - Frequent Mistakes
29:30 - SMORE NUMBERS
32:15 - How to choose your investment allocation / portfolio
37:00 - Target Date Fund
39:00 - What to do when you change jobs
49:00 - In-service Distribution
52:00 - How do you pull money out?
Plan with Baxter: https://www.ameripriseadvisors.com/team/baxter-nelsen-associates/
Through the Pines - Reminding you to use Yesterday’s Dollars to Finance Tomorrow’s Dreams.
This episode includes financial advice from professionals. Visit the financial planners in this podcast at www.planwithbaxter.com. The Banyan Collective & Host, R. Brandon Long are not the financial professionals - podcast pro's, maybe - money men, not so much.
Through the Pines Podcast Copyright, The Banyan Collective - September, 2022
Through The Pines Ep. 52 - Retirement Phase of Life
Through The Pines Ep. 51 - How to Set Your 2024 Financial GOALS
Through The Pines Ep. 50 - What Wealth Means To You!
Through The Pines Ep. 49 - The Pre-Retirement Phase of Life
Through The Pines Ep. 48 - How To Sell Your Business
Through The Pines Ep. 47 - Do THIS to Build Generational Wealth
Through The Pines EP. 45 - Stackin’ Cash: The Accumulation Phase of Wealth Building
Through The Pines Ep. 44 - Do This To Avoid Financial Scams
Through The Pines Ep. 43 - What To Do With Your Money During A Recession
Through The Pines Ep. 42 - Should You Change Your Financial Advisor?
Through The Pines Ep. 41 - Market Update July 2023: Are We Headed Into Recession?
Through The Pines Ep. 40 - Should I Manage My Own Money
Through The Pines Ep. 39 - Buying and Selling Businesses with Michael Westover
Through The Pines Ep. 38 - Barriers To Financial Planning
Through The Pines Ep. 37 - Secure Act 2.0: How New Retirement Rules May Impact You
Through The Pines Ep. 36 - Transitioning Into Retirement
Through the Pines Ep. 35 - Bank Failures & Keeping Your Money Safe
Though The Pines Ep. 34 - How the Wealthy Invest, and What We Can Learn
Through The Pines Ep. 33 - Prepare For Long Term Care
Through The Pines Ep. 32 - Crush It Financially In 2023!
Through The Pines Ep. 31 - Financial Planning In Your 80s & Beyond!
Through The Pines Ep. 30 - Money Mistakes Financial Advisors Have Seen Over the Years
Through The Pines Ep. 29 - Managing Money In Your Thirties
Through The Pines Ep. 28 - Business as a Financial Plan
Through the Pines Ep. 27 - Real Estate as Your Financial Plan
Through the Pines Ep. 26 - The ULTIMATE Financial Plan
Through The Pines Ep. 54 - Financial Portfolio Basics