In another traveling episode, we discuss:

  • 1:01 Retirement Savings Importance
  • 2:10 Court Ruling Impact
  • 3:59 Common Retirement Mistakes
  • 6:25 Failing to Maximize 401k Benefits
  • 8:19 Borrowing from 401k Risks
  • 10:12 The Importance of Asset Allocation
  • 11:17 Traditional vs. Roth 401k Considerations
  • 13:44 Financial Planning Importance
  • 14:33 Variable Annuities Dilemma
  • 17:33 Equities in Short-Term Portfolios