EPISODE · Sep 1, 2021 · 24 MIN
115 - Mailbag Episode - Tracking 401k Contributions, ESPP Savings, and Investing After a Late Start
from Real Personal Finance · host Scott Frank and James Conole
Scott and James discuss multiple listener questions regarding tracking 401k contributions, ESPP savings, and investing after getting a late start. Planning Points Discussed Retirement Planning Utilizing Time Efficiently Capital Appreciation Purchasing Power Other issues (IRAs, Inflation, Financial Goals, etc.) Timestamps: 1:49 - Listener Question 2:57 - Tax Implications of Retirement Accounts 4:05 - Rollovers: 401(k)s to IRAs (and Roth!) 7:40 - ESPP (Employee Stock Purchase Plan) 10:47 - Risk & Return Correlations 12:41 - When Does It Make Sense to Diversify? 15:37- What Can You Control? 17:54 - Maximizing Social Security 20:36 - When Saving Is More Important Than Compounding 23:07 - Aligning Your Financial Goals LET'S CONNECT! James Facebook LinkedIn Website Scott Facebook Twitter Website ENJOY THE SHOW? Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play. Leave us a review on iTunes. Have a money question you want us to answer? Submit one here
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Scott and James discuss multiple listener questions regarding tracking 401k contributions, ESPP savings, and investing after getting a late start. Planning Points Discussed Retirement Planning Utilizing Time Efficiently Capital Appreciation Purchasing Power Other issues (IRAs, Inflation, Financial Goals, etc.) Timestamps: 1:49 - Listener Question 2:57 - Tax Implications of Retirement Accounts 4:05 - Rollovers: 401(k)s to IRAs (and Roth!) 7:40 - ESPP (Employee Stock Purchase Plan) 10:...
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115 - Mailbag Episode - Tracking 401k Contributions, ESPP Savings, and Investing After a Late Start
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