Know all of your options for your retirement plan!

Know all of your options for your retirement plan!

Heritage Financial Website: https://www.heritagefinancialaz.com/

Today, Shanna Tingom is rejoined by Hayden Gerwien of Howard Capital Management. Did you know that you may have more control of your work retirement plan than you realize, including 401k, 403b, and 457 plans?

A self directed brokerage account, or SDBA, allows you to utilize a third party money manager. About 40% of employers allow this in their retirement plans, including some large companies in the area, including ASU, U of A, and Intel.

If you don't have this option through your employer plan, there are other tools offered by Heritage Financial and Howard Capital Management.

The 401K Optimizer Plan is an overlay tool that will look at the options available to you in your retirement account, recommend an initial investment, and provide ongoing advice as well.

Howard's Guided Retirement Plan takes the pressure off of the investor and actively manages your portfolio.

For more information about any of these services, Howard Capital Management and Heritage Financial work together, and you can contact Shanna at https://www.heritagefinancialaz.com/

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(81)

The Epidemic - Parents taking care of grown kids

The Epidemic - Parents taking care of grown kids

We all have a family culture where parents take care of their children until they grow up, sometimes allowing them to neglect their responsibilities because they are with us.In this episode, Melisa Ho...

8 Aug 202324min

Why the S&P 500 Is Not A Diversified Investment Strategy

Why the S&P 500 Is Not A Diversified Investment Strategy

In investing, it is important to explore alternative options in order to minimize the risk of losses.In this episode, I discussed the S&P 500, a stock market index measuring the performance of the 500...

25 Juli 20237min

Tony & René Steelman

Tony & René Steelman

Ever wondered why everyone who has a personal financial planner says it’s a game changer? In today’s episode, Shanna Tingom of Heritage Financial Strategies introduces Tony and Renée, a retired couple...

11 Juli 202310min

From Accounting to Helping Our Clients Build Confidence in their Financial Plans

From Accounting to Helping Our Clients Build Confidence in their Financial Plans

Having a partner who supports you not only in your personal life but also in your business endeavors can bring numerous benefits. From shared goals and mutual support to leverage complementary skills ...

27 Juni 202311min

Wendy Rios

Wendy Rios

For Wendy Rios, being riddled with debt and financial uncertainty was no longer an option. She wanted to visit the land of financial peace. Her dream became a reality when she and her husband deep-div...

13 Juni 202313min

How To Graduate from College in 4 Years, Debt Free

How To Graduate from College in 4 Years, Debt Free

Many students are burdened with student loan debt, with 70% of college graduates in the United States having an average debt of over $30,000. As a parent, we all want to see our children succeed and a...

29 Maj 202318min

Bart Wensink & Lori Durham-Wensink

Bart Wensink & Lori Durham-Wensink

There are several advantages to getting started with financial planning early and focusing on it with a financial expert. However, we all always have questions about this issue. Today, Shanna Tingom o...

9 Maj 202317min

What can we learn from celebrities?

What can we learn from celebrities?

What Do Tom Brady, Usain Bolt, Stephen Curry, Mike Tyson, John McEnero, and Dennis Rodman Have in Common?They were all victims of financial mismanagement, where their money was stolen or misappropriat...

25 Apr 20239min

Populärt inom Business & ekonomi

framgangspodden
badfluence
varvet
dynastin
rss-borsens-finest
uppgang-och-fall
avanzapodden
svd-tech-brief
rss-inga-dumma-fragor-om-pengar
borsmorgon
fill-or-kill
tabberaset
lastbilspodden
rss-dagen-med-di
rikatillsammans-om-privatekonomi-rikedom-i-livet
rss-kort-lang-analyspodden-fran-di
borslunch-2
rss-hos-psykologen
rss-veckans-trade
bathina-en-podcast