Fiduciary Rule Falls? - podcast episode cover

Fiduciary Rule Falls?

Aug 08, 202424 minTranscript available on Metacast
--:--
--:--
Listen in podcast apps:

Episode description

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 Learn more about your ad choices. Visit megaphone.fm/adchoices