Mile High Retirement: Recent Episodes
Michael Valenta
Mile High Retirement is a discussion surrounding innovative financial strategies that help result in financial health. Mike and Colby specialize in designing retirement and executive benefit programs that address the unique needs of their clients.
A popular investing allocation rule is 60% stocks and 40% bonds... Some now say this rule should be thrown out, but Mike and Colby heed caution on taking blanket statement investment advice. Plus, how Uncle Sam can get his hands into your Roth 401(K).
The current economy has created a wide variety of financial choices. Some of us have opportunities to further invest in our company 401(k)’s… others are being offered buyout packages. Mike and Colby talk about the pros and cons of these situations and offer some suggestions on what you should consider before deciding.