13 - Steps to Take When Choosing Investments Inside Your 401k

In this episode of "Peeling Back Money and Life," Casey and Mike discuss the important steps to take when choosing investments inside your 401k. They cover topics such as understanding your retirement plan, reviewing available funds, monitoring and adjusting your investments, tax implications, and what to do when leaving your employer. Tune in to gain valuable insights and take control of your financial future! RESOURCES The Smartest 401(k) Book You'll Ever Read: Maximize Your Retirement Savings...the Smart Way! [Smartest 403(b) and 457(b), too!] by Daniel Solin The Little Book of Common Sense Investing: The Only Way to Guarantee Your Fair Share of Stock Market Returns, 10th Anniversary Edition by John Bogle What Color is the Sky: The world of investing is full of illusions that stop you from seeing reality. If you push the clouds aside, the truth will appear. by Mike Finley NAPFA: The National Association of Personal Financial Advisors