Q&A: The Efficient Frontier Was Perfect Until HR Got Involved
Jan 28, 2025•1 hr 3 min•Transcript available on Metacast Episode description
#577: Kelsey is excited about investing along the efficient frontier, but it feels impossible with the lack of fund options in her employer-sponsored 401k. What’s the best way to deal with this problem?
Molly discovered that her rollover from a 401k to a traditional IRA hadn’t been invested in mutual funds and was still in a money market fund. Manually calculating her net worth helped her identify this oversight, and she shares her experience with us.
Former financial planner Joe Saul-Sehy and I tackle this in today’s episode.
Enjoy!
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