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Retirement Revolution: Investment Tips From 401(k) to Roth IRA

Retirement Revolution: Investment Tips From 401(k) to Roth IRA

FromWealthion - Be Financially Resilient


Retirement Revolution: Investment Tips From 401(k) to Roth IRA

FromWealthion - Be Financially Resilient

ratings:
Length:
34 minutes
Released:
Mar 28, 2024
Format:
Podcast episode

Description

Join us this week as Andrew Brill speaks with financial guru Brandy Maben of WindRock Wealth Management, to reveal the secrets to maximizing your retirement savings and outsmarting the market. 

Whether you're just starting or looking to optimize your current retirement plan, this episode is packed with insider tips on solo 401(k)s, Roth IRAs, and investment strategies that could triple your wealth. 

Discover how to make your money work for you, understand the importance of Roth conversions, and learn about investment opportunities beyond the stock market. Don't let complexity hold you back from financial freedom—start building a wealthier, more secure future today!

Timestamps
0:00 - Introduction 
2:57 - The Power of Solo 401(k)s and Maximizing Your Contributions
8:00 - Understanding Roth IRAs and Their Tax Benefits
13:28 - Diversified Investments: Beyond Stocks and Bonds
18:31 - Planning for Retirement: Mega Roth Conversions Explained
22:14 - Defining Benefit Plans vs. 401(k)s and SEPs
33:27 - Closing Thoughts and How to Seek Financial Advice
Released:
Mar 28, 2024
Format:
Podcast episode

Titles in the series (100)

Official Wealthion Podcast Feed. Learn about money and the markets from leading investors around the world, and discover how to build a more resilient, long-term plan for your investment portfolio. Look for new episodes each week.