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Aug 17, 2023 22 min

You don’t know, what you don’t know

from Mommy Money Matters Hosted by Alma Espericueta

When it comes to selecting your retirement plans, whether it be through your employer or another financial institution, how much do you really know about what you’re doing? Exactly!!! The majority of the time the average middle income individual doesn’t know what they’re doing nor do they understand the lingo. Which is why it is so important to learn more about the plans available. You have access to tax deferred and tax free plans. Do you know what those are and how they work? If you don’t, lets learn together. Do you know the age requirement needed to access your money penalty free? How about the options available to you should you get laid off and need to do something with your employer retirement plan? I’ll be honest with you, I sure didn’t!! I made mistake after mistake because I didn’t know what I didn’t know. Now, it’s a whole different story. I’ve informed myself and educated myself in financial services for many reasons, but one specifically, so that I could learn and not make the same mistakes again. So here I am now. My goal is to educate, inform and help others who need this information but don’t know how to go about it. Let my podcast be a resource for all families from all walks of life. I want this podcast to be your lifeline. What do you say? Feel free to share with friends, family and acquaintances!! Remember knowledge is power only if applied.

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You don’t know, what you don’t know

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This episode was published on August 17, 2023.

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