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Wealthy Habits Podcast

Are there some important financial questions and considerations that you've overlooked? On this show, we want to come alongside your financial and retirement journey to help you answer those questions and experience financial success.


Dave Elizondo and Drue Kampmann are Co-Founders of True Financial Partners, serving the Quad Cities. Their goal is to provide you with great information and education to help you retire with security and comfort.

As you get closer to retirement, the money choices you make become more and more critical. So make sure you're getting proper guidance and help along the way. On the Wealthy Habits Podcast, we'll cover things like social security, taxes, income planning, investments and so much more.


Reach out if you have any questions at https://www.truefinancialpartners.com/ or by calling 563-359-8783.

  1. All Episodes
  2. Ep 20: Frequently Asked Questions About 401Ks

Ep 20: Frequently Asked Questions About 401Ks

Oct 29, 2020

 

Most people have a 401K or other retirement plan, but it’s not as simple as contributing money and collecting it when you retire. There are a lot of decisions you can make about investments, loans, rollovers and more. On this episode of the Wealthy Habits podcast, Dave and Drue answer some frequently asked questions about 401Ks.

 

Read more and get additional financial resources here: https://www.truefinancialpartners.com/ep-20-frequently-asked-questions-about-401ks/ 


What we discuss on this show: 

2:21 – Should I accept 401K advice from my company?

5:23 – Should I take out a 401K loan?

8:41 – Are 401K rollovers a good idea?

14:14 – Should I use target date funds?

17:09 – Should I take my company match or contribute more?

21:48 – Should I do a Roth 401K?