Ways to Optimize Your 401(k) episode artwork

EPISODE · May 30, 2025 · 35 MIN

Ways to Optimize Your 401(k)

from Upticks: A Financial Planning & Investment Podcast · host Jake Falcon

Your 401(k) might be working—but is it working for you? Jake and Cory explore five thoughtful strategies to help you get more out of your 401(k). They cover tax diversification, employer matches, common misconceptions, the risks of borrowing from your 401(k), and more. Whether you're just starting or refining your approach, this episode offers practical insights to help you make more informed, confident decisions. --------------- Subscribe to our newsletter https://bit.ly/43RcVve  Contact us https://bit.ly/43wksOJ  Order 'Retiring Right' https://bit.ly/4mD2EKw   --------------- Upticks is your podcast for financial planning insights. Hosted by Jake Falcon, CRPC™ and Cory Bittner, CRPC™, who discuss the philosophy of wealth management, exploring tailored retirement plans, tax planning, and timely industry topics. Join us for concise, understandable discussions that help empower your financial literacy. --------------- Connect with Jake Falcon, CRPC™         https://www.facebook.com/jake.falcon.524         https://www.instagram.com/jake_falcon_crpc/?hl=en         https://twitter.com/jakefalconcrpc         https://www.linkedin.com/in/jakefalconfalconwealthadvisors     #401k #retirementplanning #financialliteracy #investsmart #taxdiversification #employermatch #personalfinance #wealthbuilding #financialgoals #moneytips

Episode metadata supplied by the publisher feed · Published May 30, 2025

Embed this episode

NOW PLAYING

Ways to Optimize Your 401(k)

0:00 35:05

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Upticks: A Financial Planning & Investment Podcast?

This episode is 35 minutes long.

When was this Upticks: A Financial Planning & Investment Podcast episode published?

This episode was published on May 30, 2025.

Can I download this Upticks: A Financial Planning & Investment Podcast episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!