Optimizing Your 401(k)

Optimizing Your 401(k)

401(k)s are one of the most well known savings and retirement vehicles, yet there are a lot of variables and nuances that go into choosing the optimal strategy for your 401(k). We'll dive into those nuances and outline the factors every professional with a 401(k) available to them should be considering as they manage their retirement accounts.


Contact: Ben@abundancewm.com


Website: Abundance Wealth Management


Show music: Can We Go by The Violet Nines


DISCLAIMER


The discussions contained in and referred to in this podcast are provided for educational, informational, and entertainment purposes only. The information, statements, comments, views, and opinions expressed or provided are not necessarily those of Abundance Wealth Management LLC and may not be current. Abundance Wealth Management LLC does not make any representation or warranty as to the accuracy or completeness of any of the information, statements, comments, views, or opinions contained in this podcast, and any liability therefore (including in respect of direct, indirect or consequential loss or damage of any kind whatsoever) is expressly disclaimed. Abundance Wealth Management LLC does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, comments, views, or opinions set forth in this podcast.


You should not make any decision, financial, investment, trading or otherwise, based on any of the information presented in this podcast without undertaking independent due diligence and consultation with a professional wealth management advisor. You understand that you are using all information available on or through this podcast at your own risk.

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Episoder(50)

Have You Outgrown Your DIY Financial Plan?

Have You Outgrown Your DIY Financial Plan?

Have You Outgrown Your DIY Financial Plan? An Evaluation Framework.Have you fallen prey to the “shadow tax of inaction”? Today we step through a three part framework to help listeners evaluate whether...

9 Apr 20min

Should I sell my Employer Stock? Traps to Avoid and Tricks to Maximize

Should I sell my Employer Stock? Traps to Avoid and Tricks to Maximize

We're talking ALL about stock concentration risk! Specifically, we're focusing on how equity compensation can tie a person’s paycheck, bonus, and net worth to the same employer. The goal isn’t necessa...

26 Mar 27min

Incentive Stock Options - Key Strategies to Optimize

Incentive Stock Options - Key Strategies to Optimize

Are your Incentive Stock Options (ISOs) building a path to wealth, or are they an accidental tax trap? In this episode of The Abundance Mindset, Ben and Andrew dive into the high-stakes world of ISOs...

12 Mar 23min

Stock Options Give You Options - Mastering Your Equity Comp

Stock Options Give You Options - Mastering Your Equity Comp

As the title suggests, there are a lot of ways to handle stock options. In this episode, we'll break down how stock options work and the real strategies we help clients employ. We also share some of t...

26 Feb 25min

Federal Tax Rates Extended - What This Means for Tax Planning

Federal Tax Rates Extended - What This Means for Tax Planning

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19 Feb 23min

The Lifestyle Buffer: How We Build Flexibility into Retirement Planning

The Lifestyle Buffer: How We Build Flexibility into Retirement Planning

Does your financial plan have the same flexibility you want your life to?In this episode, we delve into the importance of not just planning for basic financial stability, but also planning for a comfo...

22 Jan 13min

Unlocking Retirement Planning: The Power of Monte Carlo Analysis

Unlocking Retirement Planning: The Power of Monte Carlo Analysis

What's the best way to bulletproof a financial plan? In our methodology, we model 1,000 scenarios of things going wrong to make sure we're deeply understanding the most impactful action steps for our ...

8 Jan 19min

How Roth Dollars Create Flexibility in Retirement

How Roth Dollars Create Flexibility in Retirement

Maximize Your Retirement Flexibility with Roth: Key Strategies & Real-Life ExamplesDiscover how Roth dollars offer incredible flexibility in your financial plan. Many people know that Roth dollars gro...

18 Des 202530min

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