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Leveraging the 401(k): Inside Basic Capital's 'Retirement Mortgage' episode artwork

Oct 19, 2026 28 min

Leveraging the 401(k): Inside Basic Capital's 'Retirement Mortgage'

from 401(k) Specialist Podcast Hosted by Brian Anderson / Abdul Al-Assad

What if retirement savers could use leverage to potentially build more wealth inside their 401(k)? That’s the unconventional idea behind Basic Capital’s “Retirement Mortgage,” a unique approach that brings leveraged investing into workplace retirement accounts offered by the fintech recordkeeper. Basic Capital Co-Founder and CEO Abdul Al-Asaad joins Editor-in-Chief Brian Anderson to explain why the Retirement Mortgage was created and how it works; why it’s not for everyone; and how plan sponsors and participants are responding. They also tackle the controversy surrounding leveraged investing in 401(k)s, including the risks and fiduciary considerations advisors need to understand when evaluating whether the strategy is appropriate for retirement savers.

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What if retirement savers could use leverage to potentially build more wealth inside their 401(k)? That’s the unconventional idea behind Basic Capital’s “Retirement Mortgage,” a unique approach that brings leveraged investing into workplace retirement accounts offered by the fintech recordkeeper. Basic Capital Co-Founder and CEO Abdul Al-Asaad joins Editor-in-Chief Brian Anderson to explain why the Retirement Mortgage was created and how it works; why it’s not for everyone; and how plan spons...

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Leveraging the 401(k): Inside Basic Capital's 'Retirement Mortgage'

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This episode is 28 minutes long.

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This episode was published on October 19, 2026.

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