165. Are You Putting Too Much in Your 401(k)?

Jason and Jeff discuss optimizing investment strategies, evaluating contributions to 403(b) and 401(k) plans versus Roth IRAs and brokerage accounts, and tackle personal finance essentials such as building an emergency fund, managing taxes, and saving for college. 00:54 Understanding 403(b) and Investment Strategies 02:49 Balancing Tax-Deferred and Taxable Accounts 11:45 Emergency Funds and Financial Safety Nets 16:24 Maximizing Employer 401(k) Matches 19:23 Tracking Expenses and Adjusting Contributions 25:14 Alternative Investment Strategies 27:19 Tax Implications of Roth and 401k Withdrawals 27:54 Strategizing Contributions: Roth vs. 401k 28:58 Employer Contributions and Taxable Brokerage Accounts 29:26 Advice for Younger Investors 30:47 Issues with 401k and 403b Plans 34:18 Alternative Investment Strategies 35:01 Saving for College: Different Perspectives 41:19 Balancing Investments for Flexibility 43:21 Tax Considerations in Investment Strategies Companies mentioned: NVDA, QS ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader ***************************************** Email: investingunscripted@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content: ****************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted ****************************************** Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube ****************************************** 2025 Portfolio Contest 2024 Portfolio Contest 2023 Portfolio Contest Learn more about your ad choices. Visit megaphone.fm/adchoices