When you contribute to your 401k, where do the funds go? We dive into the mechanics of how your funds are managed.

Do you know all the folks involved in serving your retirement plan? Do you know what you’re paying them? Do you know why? Are they doing a good job? We help you evaluate see how we evaluate each provider in your plan and how we make changes when they are needed.

When we use the term “security”, we use it loosely. Find out about the looming problem in Social Security, and more importantly, what to do about it.

The basics of the country’s oldest (and perhaps most worried about) social program.

For all you who have been told that you “make too much” to fund your Roth, that might only be part of the story. Listen in…

Covering the basics of 401(k) plans in the first episode of 401(k) Coffee Break

Uncovering some of the most common misconceptions about retirement plans

Does the stock market have you concerned? What should you do about it? This episode gives practical guidance for how to invest in uncertain times in the stock market.

Do you know when you’ll be able to retire? If not, would you like to know? This episode gives practical tips for getting a high level view on your retirement readiness.

For all our focus on retirement savings for later, we’re big fans of one very comforting asset class: cash. This episode answers the question, “how much should I have” in readily available cash, so I can more confidently invest in the 401k and elsewhere.