The 411 on 401k

https://simplecast.com The 411 on 401k The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. 2020 en Fri, 3 Apr 2020 19:15:08 +0000 Thu, 21 Apr 2022 20:58:25 +0000 https://the-411-on-401k.simplecast.com The 411 on 401k https://image.simplecastcdn.com/images/100b76a0-757a-4a7e-9db9-115aa882e067/eb3e1a19-b37d-4c17-a7d1-0324d366cdc5/3000x3000/411-401k-vcover.jpg?aid=rss_feed https://the-411-on-401k.simplecast.com episodic The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. Peter Mallouk, Creative Planning 401k no

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401k, creative planning, financial education, financial wellness, peter mallouk, wellness Creative Planning, LLC podcasts@creativeplanning.com 2c39fa14-f56f-48b8-8ca8-abbfbb01cff7 Episode 25 – Divorce: Does It Affect My 401k? Peter Mallouk and his guest, Kristen Shope, discuss what happens to your retirement plan during a divorce. They review the procedures your retirement plan must complete during divorce settlements and how long the process typically takes. They also cover your options if you receive money from your spouses' retirement plan. Listen in to learn about the effects of divorce on your retirement account and what you might expect.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Fri, 3 Apr 2020 19:15:08 +0000 podcasts@creativeplanning.com (Peter Mallouk, Kristen Shope) https://the-411-on-401k.simplecast.com/episodes/episode-25-divorce-does-it-affect-my-401k-5_GluJC5 Peter Mallouk and his guest, Kristen Shope, discuss what happens to your retirement plan during a divorce. They review the procedures your retirement plan must complete during divorce settlements and how long the process typically takes. They also cover your options if you receive money from your spouses' retirement plan. Listen in to learn about the effects of divorce on your retirement account and what you might expect.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Episode 25 – Divorce: Does It Affect My 401k? Peter Mallouk, Kristen Shope 00:02:50 Peter Mallouk and his guest, Kristen Shope, discuss what happens to your retirement plan during a divorce. They review the procedures your retirement plan must complete during divorce settlements and how long the process typically takes. They also cover your options if you receive money from your spouses' retirement plan. Listen in to learn about the effects of divorce on your retirement account and what you might expect. Peter Mallouk and his guest, Kristen Shope, discuss what happens to your retirement plan during a divorce. They review the procedures your retirement plan must complete during divorce settlements and how long the process typically takes. They also cover your options if you receive money from your spouses' retirement plan. Listen in to learn about the effects of divorce on your retirement account and what you might expect. divorce: does it affect my 401k, 401k, 401k and divorce no full 25 d9f94c87-28fe-481e-a931-f7f5050b398f Episode 24 – Roth vs. Pre-Tax Peter Mallouk and his guest, Jay Jasnoski, discuss the difference between pre-tax (traditional method) and Roth retirement contributions. They delve into how each approach differs as it relates to taxes and distributions. They also review the potential benefits of Roth contributions, while addressing how to make the best decision for your given circumstance. Listen in as they explore these topics in greater detail.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Fri, 3 Apr 2020 19:05:12 +0000 podcasts@creativeplanning.com (Jay Jasnoski, Peter Mallouk) https://the-411-on-401k.simplecast.com/episodes/episode-24-roth-vs-pre-tax-YbrnZGaU Peter Mallouk and his guest, Jay Jasnoski, discuss the difference between pre-tax (traditional method) and Roth retirement contributions. They delve into how each approach differs as it relates to taxes and distributions. They also review the potential benefits of Roth contributions, while addressing how to make the best decision for your given circumstance. Listen in as they explore these topics in greater detail.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Episode 24 – Roth vs. Pre-Tax Jay Jasnoski, Peter Mallouk 00:03:41 Peter Mallouk and his guest, Jay Jasnoski, discuss the difference between pre-tax (traditional method) and Roth retirement contributions. They delve into how each approach differs as it relates to taxes and distributions. They also review the potential benefits of Roth contributions, while addressing how to make the best decision for your given circumstance. Listen in as they explore these topics in greater detail. Peter Mallouk and his guest, Jay Jasnoski, discuss the difference between pre-tax (traditional method) and Roth retirement contributions. They delve into how each approach differs as it relates to taxes and distributions. They also review the potential benefits of Roth contributions, while addressing how to make the best decision for your given circumstance. Listen in as they explore these topics in greater detail. the difference of pre-tax (traditional method) and roth retirement contributions, roth contributions, roth vs. pre-tax no full 24 411bd7e9-9580-4a6c-a2fd-81cf27e8db25 Episode 23 - Required Minimum Distributions Peter Mallouk and his guest, Dan Donegan, discuss the parameters of required minimum distributions (RMDs). This includes an in-depth look into when you need to take a required minimum distribution, how much you need to take, and which account you should take it from if you have multiple plans. Discussing your options with a financial advisor and or your CPA is essential to determine how your distributions will affect your taxes. Listen in to learn more about your required minimum distributions options.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Fri, 3 Apr 2020 18:55:11 +0000 podcasts@creativeplanning.com (Dan Donegan, Peter Mallouk) https://the-411-on-401k.simplecast.com/episodes/episode-23-required-minimum-distributions-QCVvOqwx Peter Mallouk and his guest, Dan Donegan, discuss the parameters of required minimum distributions (RMDs). This includes an in-depth look into when you need to take a required minimum distribution, how much you need to take, and which account you should take it from if you have multiple plans. Discussing your options with a financial advisor and or your CPA is essential to determine how your distributions will affect your taxes. Listen in to learn more about your required minimum distributions options.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Episode 23 - Required Minimum Distributions Dan Donegan, Peter Mallouk 00:02:52 Peter Mallouk and his guest, Dan Donegan, discuss the parameters of required minimum distributions (RMDs). This includes an in-depth look into when you need to take a required minimum distribution, how much you need to take, and which account you should take it from if you have multiple plans. Discussing your options with a financial advisor and or your CPA is essential to determine how your distributions will affect your taxes. Listen in to learn more about your required minimum distributions options. Peter Mallouk and his guest, Dan Donegan, discuss the parameters of required minimum distributions (RMDs). This includes an in-depth look into when you need to take a required minimum distribution, how much you need to take, and which account you should take it from if you have multiple plans. Discussing your options with a financial advisor and or your CPA is essential to determine how your distributions will affect your taxes. Listen in to learn more about your required minimum distributions options. rmd, rmds, required minimum distributions, rmd's no full 23 b986667a-07e8-493a-94b5-2bb7a1e3922b Episode 22 – Vesting: What Is A Vesting Schedule Peter Mallouk and his guest, Mark Pratt, discuss the difference between vested and non-vested assets in your retirement account. Listen in to learn how vesting works and how it may affect you when and if you leave an employer.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Fri, 3 Apr 2020 18:45:08 +0000 podcasts@creativeplanning.com (Peter Mallouk, Mark Pratt) https://the-411-on-401k.simplecast.com/episodes/episode-22-vesting-what-is-a-vesting-schedule-qoNPFM__ Peter Mallouk and his guest, Mark Pratt, discuss the difference between vested and non-vested assets in your retirement account. Listen in to learn how vesting works and how it may affect you when and if you leave an employer.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Episode 22 – Vesting: What Is A Vesting Schedule Peter Mallouk, Mark Pratt 00:02:12 Peter Mallouk and his guest, Mark Pratt, discuss the difference between vested and non-vested assets in your retirement account. Listen in to learn how vesting works and how it may affect you when and if you leave an employer. Peter Mallouk and his guest, Mark Pratt, discuss the difference between vested and non-vested assets in your retirement account. Listen in to learn how vesting works and how it may affect you when and if you leave an employer. vesting, what is a vesting schedule no full 22 d4e2f74b-a0c0-4f94-a715-6cb27e80cb71 Episode 21 – SECURE Act: What It Means For Plan Participants Peter Mallouk and his guest, Javid Dabestani, discuss the SECURE Act and the key changes to retirement plans that could affect you. Topics include new stretch IRA rules, required minimum distribution changes, and IRA contribution age limit changes. Listen in to see which SECURE Act changes affect you.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Fri, 3 Apr 2020 18:35:04 +0000 podcasts@creativeplanning.com (Javid Dabestani, Peter Mallouk) https://the-411-on-401k.simplecast.com/episodes/episode-21-secure-act-what-it-means-for-plan-participants-DsA9T9TQ Peter Mallouk and his guest, Javid Dabestani, discuss the SECURE Act and the key changes to retirement plans that could affect you. Topics include new stretch IRA rules, required minimum distribution changes, and IRA contribution age limit changes. Listen in to see which SECURE Act changes affect you.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Episode 21 – SECURE Act: What It Means For Plan Participants Javid Dabestani, Peter Mallouk 00:02:44 Peter Mallouk and his guest, Javid Dabestani, discuss the SECURE Act and the key changes to retirement plans that could affect you. Topics include new stretch IRA rules, required minimum distribution changes, and IRA contribution age limit changes. Listen in to see which SECURE Act changes affect you. Peter Mallouk and his guest, Javid Dabestani, discuss the SECURE Act and the key changes to retirement plans that could affect you. Topics include new stretch IRA rules, required minimum distribution changes, and IRA contribution age limit changes. Listen in to see which SECURE Act changes affect you. stretch ira rules, stretch ira, secure act no full 21 d200259c-6b40-4978-b9ed-2437293f9e06 Episode 20 – Do It For Me Approach: Managed Models Peter Mallouk and his guest, Chris Brasher, discuss the different types of investment models available within your retirement plan. The review the difference between a "do-it-for-me" approach and a hands-on approach. They also cover target date funds and why it may not be the best investment strategy for you. Listen in to learn more about why being in the right type of portfolio is important and how to pick the right one for your retirement needs.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Fri, 3 Apr 2020 18:25:03 +0000 podcasts@creativeplanning.com (Peter Mallouk, Chris Brasher) https://the-411-on-401k.simplecast.com/episodes/episode-20-do-it-for-me-approach-managed-models-pP32L5fU Peter Mallouk and his guest, Chris Brasher, discuss the different types of investment models available within your retirement plan. The review the difference between a "do-it-for-me" approach and a hands-on approach. They also cover target date funds and why it may not be the best investment strategy for you. Listen in to learn more about why being in the right type of portfolio is important and how to pick the right one for your retirement needs.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Episode 20 – Do It For Me Approach: Managed Models Peter Mallouk, Chris Brasher 00:03:30 Peter Mallouk and his guest, Chris Brasher, discuss the different types of investment models available within your retirement plan. The review the difference between a "do-it-for-me" approach and a hands-on approach. They also cover target date funds and why it may not be the best investment strategy for you. Listen in to learn more about why being in the right type of portfolio is important and how to pick the right one for your retirement needs. Peter Mallouk and his guest, Chris Brasher, discuss the different types of investment models available within your retirement plan. The review the difference between a "do-it-for-me" approach and a hands-on approach. They also cover target date funds and why it may not be the best investment strategy for you. Listen in to learn more about why being in the right type of portfolio is important and how to pick the right one for your retirement needs. managed models, retirement needs, retirement plans no full 20 afd09ca6-fa05-4054-8293-976dedb436d9 Episode 19 – Taking it to the Limit: How Much Should I Contribute? Peter Mallouk and his guest, Kristen Shope, discuss how much income you should defer into your retirement account. They cover company matches, what your base percentage savings should be, and how to save the IRS maximum allowable amount. Listen in to learn more about setting the right savings goals for your retirement plan.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Fri, 3 Apr 2020 18:15:03 +0000 podcasts@creativeplanning.com (Kristen Shope, Peter Mallouk) https://the-411-on-401k.simplecast.com/episodes/episode-19-taking-it-to-the-limit-how-much-should-i-contribute-AiyyMkzn Peter Mallouk and his guest, Kristen Shope, discuss how much income you should defer into your retirement account. They cover company matches, what your base percentage savings should be, and how to save the IRS maximum allowable amount. Listen in to learn more about setting the right savings goals for your retirement plan.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Episode 19 – Taking it to the Limit: How Much Should I Contribute? Kristen Shope, Peter Mallouk 00:02:21 Peter Mallouk and his guest, Kristen Shope, discuss how much income you should defer into your retirement account. They cover company matches, what your base percentage savings should be, and how to save the IRS maximum allowable amount. Listen in to learn more about setting the right savings goals for your retirement plan. Peter Mallouk and his guest, Kristen Shope, discuss how much income you should defer into your retirement account. They cover company matches, what your base percentage savings should be, and how to save the IRS maximum allowable amount. Listen in to learn more about setting the right savings goals for your retirement plan. how much should i put into my retirement account, company matches, retirement plans no full 19 25b4bd17-5c1e-4ffa-beb9-6466127aedad Episode 18 – Saving for My Child's Future: 529’s vs. Minor Brokerage Accounts (UTMA) Peter Mallouk and his guest, Don Recker, discuss common options for saving for your child's future. They review Uniform Gift to Minor Accounts (UTMA) and 529 College Savings Plans: focusing on contributions, taxes, and how to decide which account may be best for your situation. Listen in as we explore these topics in greater detail.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Fri, 3 Apr 2020 18:05:11 +0000 podcasts@creativeplanning.com (Don Recker, Peter Mallouk) https://the-411-on-401k.simplecast.com/episodes/episode-18-saving-for-my-childs-future-529s-vs-minor-brokerage-accounts-utma-lsHHAGJa Peter Mallouk and his guest, Don Recker, discuss common options for saving for your child's future. They review Uniform Gift to Minor Accounts (UTMA) and 529 College Savings Plans: focusing on contributions, taxes, and how to decide which account may be best for your situation. Listen in as we explore these topics in greater detail.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Episode 18 – Saving for My Child's Future: 529’s vs. Minor Brokerage Accounts (UTMA) Don Recker, Peter Mallouk 00:03:44 Peter Mallouk and his guest, Don Recker, discuss common options for saving for your child's future. They review Uniform Gift to Minor Accounts (UTMA) and 529 College Savings Plans: focusing on contributions, taxes, and how to decide which account may be best for your situation. Listen in as we explore these topics in greater detail. Peter Mallouk and his guest, Don Recker, discuss common options for saving for your child's future. They review Uniform Gift to Minor Accounts (UTMA) and 529 College Savings Plans: focusing on contributions, taxes, and how to decide which account may be best for your situation. Listen in as we explore these topics in greater detail. 529 plan, saving for your child’s future, (utma), uniform gift to minor accounts, 529 college savings plans, corporate retirement plans no full 18 13237e27-6733-4fe3-8cda-f04dcfc1412d Episode 17 – The Magic Number: How Much Money Do I Need to Retire Peter Mallouk and his guest, Don Recker, discuss how to calculate the amount of money you may need in retirement, also known as your "magic number”. Listen in to find out how to calculate your magic number and what additional factors you may want to consider to give yourself the best odds for maintaining your current lifestyle while in retirement.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Fri, 3 Apr 2020 17:55:10 +0000 podcasts@creativeplanning.com (Peter Mallouk, Don Recker) https://the-411-on-401k.simplecast.com/episodes/episode-17-the-magic-number-how-much-money-do-i-need-to-retire-42vVVd2e Peter Mallouk and his guest, Don Recker, discuss how to calculate the amount of money you may need in retirement, also known as your "magic number”. Listen in to find out how to calculate your magic number and what additional factors you may want to consider to give yourself the best odds for maintaining your current lifestyle while in retirement.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Episode 17 – The Magic Number: How Much Money Do I Need to Retire Peter Mallouk, Don Recker 00:03:07 Peter Mallouk and his guest, Don Recker, discuss how to calculate the amount of money you may need in retirement, also known as your "magic number”. Listen in to find out how to calculate your magic number and what additional factors you may want to consider to give yourself the best odds for maintaining your current lifestyle while in retirement. Peter Mallouk and his guest, Don Recker, discuss how to calculate the amount of money you may need in retirement, also known as your "magic number”. Listen in to find out how to calculate your magic number and what additional factors you may want to consider to give yourself the best odds for maintaining your current lifestyle while in retirement. magic number, when can i retire?, how much money do i need to retire no full 17 1d4b8c2e-7cf5-4396-8903-a5bef71e00d0 Episode 16 – Types of Retirement Accounts: Difference Between 401k/403b & IRA Peter Mallouk and his guest, Jennifer Vavak, discuss several different types of retirement accounts: 401k/403b and IRA. Peter and Jennifer cover which type of account you should be investing in, how the accounts differ, and when and if you should roll your money from one type of retirement account to another. Listen in to learn more about the differences between these accounts and how they can also work together.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Fri, 3 Apr 2020 17:45:07 +0000 podcasts@creativeplanning.com (Jennifer Vavak, Peter Mallouk) https://the-411-on-401k.simplecast.com/episodes/episode-16-types-of-retirement-accounts-difference-between-401k-403b-ira-98NBSVjp Peter Mallouk and his guest, Jennifer Vavak, discuss several different types of retirement accounts: 401k/403b and IRA. Peter and Jennifer cover which type of account you should be investing in, how the accounts differ, and when and if you should roll your money from one type of retirement account to another. Listen in to learn more about the differences between these accounts and how they can also work together.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Episode 16 – Types of Retirement Accounts: Difference Between 401k/403b & IRA Jennifer Vavak, Peter Mallouk 00:02:59 Peter Mallouk and his guest, Jennifer Vavak, discuss several different types of retirement accounts: 401k/403b and IRA. Peter and Jennifer cover which type of account you should be investing in, how the accounts differ, and when and if you should roll your money from one type of retirement account to another. Listen in to learn more about the differences between these accounts and how they can also work together. Peter Mallouk and his guest, Jennifer Vavak, discuss several different types of retirement accounts: 401k/403b and IRA. Peter and Jennifer cover which type of account you should be investing in, how the accounts differ, and when and if you should roll your money from one type of retirement account to another. Listen in to learn more about the differences between these accounts and how they can also work together. difference between 401k/403b & ira, 401k, 403b, retirement accounts no full 16 f0c61030-b505-47e8-a901-3e6e39dfefe0 Episode 15 – The 8th Wonder of the World: Compounding Peter Mallouk and his guest, Micah Lawson, discuss how compounding interest works. They examine how compounding interest works to grow your retirement account balances over time. Listen in to learn how compounding interest benefits you and why saving now helps you in the long run.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Fri, 3 Apr 2020 17:35:03 +0000 podcasts@creativeplanning.com (Peter Mallouk, Micah Lawson) https://the-411-on-401k.simplecast.com/episodes/episode-15-the-8th-wonder-of-the-world-compounding-ib0fhLSP Peter Mallouk and his guest, Micah Lawson, discuss how compounding interest works. They examine how compounding interest works to grow your retirement account balances over time. Listen in to learn how compounding interest benefits you and why saving now helps you in the long run.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Episode 15 – The 8th Wonder of the World: Compounding Peter Mallouk, Micah Lawson 00:03:23 Peter Mallouk and his guest, Micah Lawson, discuss how compounding interest works. They examine how compounding interest works to grow your retirement account balances over time. Listen in to learn how compounding interest benefits you and why saving now helps you in the long run. Peter Mallouk and his guest, Micah Lawson, discuss how compounding interest works. They examine how compounding interest works to grow your retirement account balances over time. Listen in to learn how compounding interest benefits you and why saving now helps you in the long run. compounding, compounding interest no full 15 4bb7c27c-7e51-47b1-8ecd-4697813b2837 Episode 14 – Preparing for Healthcare in Retirement Peter Mallouk and his guest, Tom Baird, discuss how to prepare for your healthcare needs in retirement. Peter and Tom explore your options for healthcare after you leave employment and what happens once you become eligible for Medicare. Other topics include the cost of your healthcare options, things to consider when choosing COBRA or open market insurance, and what factors to consider when moving to Medicare. Listen in to learn about your healthcare options in retirement and what you should consider when making healthcare decisions.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Fri, 3 Apr 2020 17:25:06 +0000 podcasts@creativeplanning.com (Peter Mallouk, Tom Baird) https://the-411-on-401k.simplecast.com/episodes/episode-14-preparing-for-healthcare-in-retirement-OMpgjmjg Peter Mallouk and his guest, Tom Baird, discuss how to prepare for your healthcare needs in retirement. Peter and Tom explore your options for healthcare after you leave employment and what happens once you become eligible for Medicare. Other topics include the cost of your healthcare options, things to consider when choosing COBRA or open market insurance, and what factors to consider when moving to Medicare. Listen in to learn about your healthcare options in retirement and what you should consider when making healthcare decisions.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Episode 14 – Preparing for Healthcare in Retirement Peter Mallouk, Tom Baird 00:07:20 Peter Mallouk and his guest, Tom Baird, discuss how to prepare for your healthcare needs in retirement. Peter and Tom explore your options for healthcare after you leave employment and what happens once you become eligible for Medicare. Other topics include the cost of your healthcare options, things to consider when choosing COBRA or open market insurance, and what factors to consider when moving to Medicare. Listen in to learn about your healthcare options in retirement and what you should consider when making healthcare decisions. Peter Mallouk and his guest, Tom Baird, discuss how to prepare for your healthcare needs in retirement. Peter and Tom explore your options for healthcare after you leave employment and what happens once you become eligible for Medicare. Other topics include the cost of your healthcare options, things to consider when choosing COBRA or open market insurance, and what factors to consider when moving to Medicare. Listen in to learn about your healthcare options in retirement and what you should consider when making healthcare decisions. eligible for medicare, preparing for healthcare in retirement, healthcare in retirement, medicare no full 14 cd62e6c7-45cb-45d3-b2d0-453665f0ce67 Episode 13 - Social Security 101: Basics & Maximizing your Benefit Peter Mallouk and his guest, Christine Condeni, discuss the basic fundamentals of Social Security and whether you should rely on Social Security for retirement. They also review how your eligibility is determined for Social Security, how your benefit is calculated, and when you can start receiving benefits. Listen in to learn more about how Social Security works and why it may be a good decision to delay taking Social Security as long as you can.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Fri, 3 Apr 2020 17:15:15 +0000 podcasts@creativeplanning.com (Christine Condeni, Peter Mallouk) https://the-411-on-401k.simplecast.com/episodes/episode-13-social-security-101-basics-maximizing-your-benefit-jH_yNcgW Peter Mallouk and his guest, Christine Condeni, discuss the basic fundamentals of Social Security and whether you should rely on Social Security for retirement. They also review how your eligibility is determined for Social Security, how your benefit is calculated, and when you can start receiving benefits. Listen in to learn more about how Social Security works and why it may be a good decision to delay taking Social Security as long as you can.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Episode 13 - Social Security 101: Basics & Maximizing your Benefit Christine Condeni, Peter Mallouk 00:04:14 Peter Mallouk and his guest, Christine Condeni, discuss the basic fundamentals of Social Security and whether you should rely on Social Security for retirement. They also review how your eligibility is determined for Social Security, how your benefit is calculated, and when you can start receiving benefits. Listen in to learn more about how Social Security works and why it may be a good decision to delay taking Social Security as long as you can. Peter Mallouk and his guest, Christine Condeni, discuss the basic fundamentals of Social Security and whether you should rely on Social Security for retirement. They also review how your eligibility is determined for Social Security, how your benefit is calculated, and when you can start receiving benefits. Listen in to learn more about how Social Security works and why it may be a good decision to delay taking Social Security as long as you can. social security, social security 101, how much should i rely on social security for retirement? no full 13 c827d42a-95db-434f-9c19-20e832efd908 Episode 12 - Asset Allocation Peter Mallouk and his guest, Jennifer Vavak, discuss ways to invest your money to reach your retirement goals. They review factors you should consider when allocating your assets between stocks and bonds, such as risk tolerance and your retirement goals. Listen in to learn how to make the right asset allocation decisions for your retirement plan dollars.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Fri, 3 Apr 2020 17:05:05 +0000 podcasts@creativeplanning.com (Jennifer Vavak, Peter Mallouk) https://the-411-on-401k.simplecast.com/episodes/episode-12-asset-allocation-mSxhFdNM Peter Mallouk and his guest, Jennifer Vavak, discuss ways to invest your money to reach your retirement goals. They review factors you should consider when allocating your assets between stocks and bonds, such as risk tolerance and your retirement goals. Listen in to learn how to make the right asset allocation decisions for your retirement plan dollars.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Episode 12 - Asset Allocation Jennifer Vavak, Peter Mallouk 00:03:02 Peter Mallouk and his guest, Jennifer Vavak, discuss ways to invest your money to reach your retirement goals. They review factors you should consider when allocating your assets between stocks and bonds, such as risk tolerance and your retirement goals. Listen in to learn how to make the right asset allocation decisions for your retirement plan dollars. Peter Mallouk and his guest, Jennifer Vavak, discuss ways to invest your money to reach your retirement goals. They review factors you should consider when allocating your assets between stocks and bonds, such as risk tolerance and your retirement goals. Listen in to learn how to make the right asset allocation decisions for your retirement plan dollars. retirement planning, retirement goals, asset allocation, allocating your assets between stocks and bonds no full 12 74896e3a-e9d6-4e05-b5d8-94b5142cb583 Episode 11 – Mutual Funds: Passive vs. Active Peter Mallouk and his guest, Micah Lawson, discuss the difference between passive and active mutual funds, how they stack up against each other, and how the cost for each type of fund may vary and why. Listen in to learn more about active versus passive mutual funds and why we generally prescribe the usage of passive mutual funds.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Fri, 3 Apr 2020 16:47:58 +0000 podcasts@creativeplanning.com (Micah Lawson, Peter Mallouk) https://the-411-on-401k.simplecast.com/episodes/episode-11-mutual-funds-passive-vs-active-ndc6RSV3 Peter Mallouk and his guest, Micah Lawson, discuss the difference between passive and active mutual funds, how they stack up against each other, and how the cost for each type of fund may vary and why. Listen in to learn more about active versus passive mutual funds and why we generally prescribe the usage of passive mutual funds.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Episode 11 – Mutual Funds: Passive vs. Active Micah Lawson, Peter Mallouk 00:03:17 Peter Mallouk and his guest, Micah Lawson, discuss the difference between passive and active mutual funds, how they stack up against each other, and how the cost for each type of fund may vary and why. Listen in to learn more about active versus passive mutual funds and why we generally prescribe the usage of passive mutual funds. Peter Mallouk and his guest, Micah Lawson, discuss the difference between passive and active mutual funds, how they stack up against each other, and how the cost for each type of fund may vary and why. Listen in to learn more about active versus passive mutual funds and why we generally prescribe the usage of passive mutual funds. passive mutual funds, the difference between passive and active mutual funds, mutual funds, active mutual funds no full 11 2d531cb8-f236-4cab-bc83-8e086aaed85a Episode 10 - Debt Management Peter Mallouk and his guest, Beth Hartung, discuss some techniques for managing debt. They review the importance of having a financial plan and creating a budget to pay off your debts and achieve your retirement goals. Listen in to discover how to minimize debt and increase your savings.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Mon, 30 Mar 2020 14:49:08 +0000 podcasts@creativeplanning.com (Beth Hartung, Peter Mallouk) https://the-411-on-401k.simplecast.com/episodes/episode-10-debt-management-nOf8K0N2 Peter Mallouk and his guest, Beth Hartung, discuss some techniques for managing debt. They review the importance of having a financial plan and creating a budget to pay off your debts and achieve your retirement goals. Listen in to discover how to minimize debt and increase your savings.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Episode 10 - Debt Management Beth Hartung, Peter Mallouk 00:03:54 Peter Mallouk and his guest, Beth Hartung, discuss some techniques for managing debt. They review the importance of having a financial plan and creating a budget to pay off your debts and achieve your retirement goals. Listen in to discover how to minimize debt and increase your savings. Peter Mallouk and his guest, Beth Hartung, discuss some techniques for managing debt. They review the importance of having a financial plan and creating a budget to pay off your debts and achieve your retirement goals. Listen in to discover how to minimize debt and increase your savings. how to manage debt, manage my debt, financial plan, debt, manage your debt no full 10 0d304eed-6802-4156-aa95-7fe442788869 Episode 9 - Creating A Budget Peter Mallouk and his guest, Jennifer Vavak, discuss how to create a budget to save for your retirement. Even small changes can make a big difference in your success at saving for retirement. Listen in to see how you can find extra money to save for retirement and what you can do to keep your savings growing.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Mon, 30 Mar 2020 14:48:56 +0000 podcasts@creativeplanning.com (Jennifer Vavak, Peter Mallouk) https://the-411-on-401k.simplecast.com/episodes/episode-9-creating-a-budget-nr_cZH_p Peter Mallouk and his guest, Jennifer Vavak, discuss how to create a budget to save for your retirement. Even small changes can make a big difference in your success at saving for retirement. Listen in to see how you can find extra money to save for retirement and what you can do to keep your savings growing.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Episode 9 - Creating A Budget Jennifer Vavak, Peter Mallouk 00:02:32 Peter Mallouk and his guest, Jennifer Vavak, discuss how to create a budget to save for your retirement. Even small changes can make a big difference in your success at saving for retirement. Listen in to see how you can find extra money to save for retirement and what you can do to keep your savings growing. Peter Mallouk and his guest, Jennifer Vavak, discuss how to create a budget to save for your retirement. Even small changes can make a big difference in your success at saving for retirement. Listen in to see how you can find extra money to save for retirement and what you can do to keep your savings growing. budgeting, save for your retirement, how to create a budget no full 9 facb05b6-c117-4804-b4f0-8a4154cfd8e4 Episode 8 - Who Gets My Money: The Importance of Listing A Beneficiary Peter Mallouk and his guest, Don Recker, discuss the importance of designating a beneficiary for your retirement account. They take a look at what happens if you do not name a beneficiary and how this could complicate matters for your loved ones. Listen in to hear more about the importance of designating a beneficiary for your retirement account.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Mon, 30 Mar 2020 14:48:41 +0000 podcasts@creativeplanning.com (Peter Mallouk, Don Recker) https://the-411-on-401k.simplecast.com/episodes/episode-8-who-gets-my-money-the-importance-of-listing-a-beneficiary-i1F1Znoa Peter Mallouk and his guest, Don Recker, discuss the importance of designating a beneficiary for your retirement account. They take a look at what happens if you do not name a beneficiary and how this could complicate matters for your loved ones. Listen in to hear more about the importance of designating a beneficiary for your retirement account.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Episode 8 - Who Gets My Money: The Importance of Listing A Beneficiary Peter Mallouk, Don Recker 00:03:14 Peter Mallouk and his guest, Don Recker, discuss the importance of designating a beneficiary for your retirement account. They take a look at what happens if you do not name a beneficiary and how this could complicate matters for your loved ones. Listen in to hear more about the importance of designating a beneficiary for your retirement account. Peter Mallouk and his guest, Don Recker, discuss the importance of designating a beneficiary for your retirement account. They take a look at what happens if you do not name a beneficiary and how this could complicate matters for your loved ones. Listen in to hear more about the importance of designating a beneficiary for your retirement account. designating a beneficiary, beneficiary no full 8 cff8b792-6842-4ddf-bcee-c6b8831b777e Episode 7 - Investing 101: Stocks vs. Bonds/Mutual Funds and ETFs Peter Mallouk and his guest, Mark Pratt, discuss the types of investment options that are likely offered within your retirement plan (stocks, bonds, and mutual funds). They cover why you may not see certain types of investments in your plan. Listen in to learn more about investment options within your retirement plan, and why it's important to be diversified.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Mon, 30 Mar 2020 14:48:31 +0000 podcasts@creativeplanning.com (Peter Mallouk, Mark Pratt) https://the-411-on-401k.simplecast.com/episodes/episode-7-investing-101-stocks-vs-bonds-mutual-funds-and-etfs-LxeAnIBh Peter Mallouk and his guest, Mark Pratt, discuss the types of investment options that are likely offered within your retirement plan (stocks, bonds, and mutual funds). They cover why you may not see certain types of investments in your plan. Listen in to learn more about investment options within your retirement plan, and why it's important to be diversified.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Episode 7 - Investing 101: Stocks vs. Bonds/Mutual Funds and ETFs Peter Mallouk, Mark Pratt 00:03:58 Peter Mallouk and his guest, Mark Pratt, discuss the types of investment options that are liekely offered within your retirement plan (stocks, bonds, and mutual funds). They cover why you may not see certain types of investments in your plan. Listen in to learn more about investment options within your retirement plan, and why it's important to be diversified. Peter Mallouk and his guest, Mark Pratt, discuss the types of investment options that are liekely offered within your retirement plan (stocks, bonds, and mutual funds). They cover why you may not see certain types of investments in your plan. Listen in to learn more about investment options within your retirement plan, and why it's important to be diversified. bonds, basic investing, retirement plan, investing no full 7 a45c3135-2d88-4d19-9fbe-3fd0a6809eb6 Episode 6 - Utilize Your Resources: Why You Should Discuss Your 401k with an Advisor Peter Mallouk and his guest, Javid Dabestani, discuss why you should look at your full financial portfolio, not just your retirement account when planning for your retirement. They review which financial pieces may be the best option for of income in retirement and how you should review every aspect of your finances carefully to make sure you are on track to hit your retirement goals. Listen in to learn more about why it is important to look at the big picture for retirement savings.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Mon, 30 Mar 2020 14:48:21 +0000 podcasts@creativeplanning.com (Peter Mallouk, Javid Dabestani) https://the-411-on-401k.simplecast.com/episodes/episode-6-use-your-resources-why-discuss-your-401k-with-an-advisor-V7Slzhog Peter Mallouk and his guest, Javid Dabestani, discuss why you should look at your full financial portfolio, not just your retirement account when planning for your retirement. They review which financial pieces may be the best option for of income in retirement and how you should review every aspect of your finances carefully to make sure you are on track to hit your retirement goals. Listen in to learn more about why it is important to look at the big picture for retirement savings.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Episode 6 - Utilize Your Resources: Why You Should Discuss Your 401k with an Advisor Peter Mallouk, Javid Dabestani 00:01:55 Peter Mallouk and his guest, Javid Dabestani, discuss why you should look at your full financial portfolio, not just your retirement account when planning for your retirement. They review which financial pieces may be the best option for of income in retirement and how you should review every aspect of your finances carefully to make sure you are on track to hit your retirement goals. Listen in to learn more about why it is important to look at the big picture for retirement savings. Peter Mallouk and his guest, Javid Dabestani, discuss why you should look at your full financial portfolio, not just your retirement account when planning for your retirement. They review which financial pieces may be the best option for of income in retirement and how you should review every aspect of your finances carefully to make sure you are on track to hit your retirement goals. Listen in to learn more about why it is important to look at the big picture for retirement savings. retirement savings, retirement, financial portfolio no full 6 d3c4ff1b-a0b0-4158-b707-ea196fc2c795 Episode 5 – The Pitfalls of Plan Loans Peter Mallouk and his guest, Dan Donegan, review some potential pitfalls of retirement plan loans. Peter and Dan look at why you should avoid taking a plan loan; they discuss factors such as opportunity cost, the lack of loan flexibility, and what happens to your loan if you leave your company. Listen in to learn more about why you should think twice about taking a retirement plan loan.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Mon, 23 Mar 2020 20:12:04 +0000 podcasts@creativeplanning.com (Creative Planning, LLC) https://the-411-on-401k.simplecast.com/episodes/episode-5-the-pitfalls-of-plan-loans-iIHD15iQ Peter Mallouk and his guest, Dan Donegan, review some potential pitfalls of retirement plan loans. Peter and Dan look at why you should avoid taking a plan loan; they discuss factors such as opportunity cost, the lack of loan flexibility, and what happens to your loan if you leave your company. Listen in to learn more about why you should think twice about taking a retirement plan loan.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Episode 5 – The Pitfalls of Plan Loans Creative Planning, LLC 00:02:35 Peter Mallouk and his guest, Dan Donegan, review some potential pitfalls of retirement plan loans. Peter and Dan look at why you should avoid taking a plan loan; they discuss factors such as opportunity cost, the lack of loan flexibility, and what happens to your loan if you leave your company. Listen in to learn more about why you should think twice about taking a retirement plan loan. Peter Mallouk and his guest, Dan Donegan, review some potential pitfalls of retirement plan loans. Peter and Dan look at why you should avoid taking a plan loan; they discuss factors such as opportunity cost, the lack of loan flexibility, and what happens to your loan if you leave your company. Listen in to learn more about why you should think twice about taking a retirement plan loan. no full 5 3f3faa2a-e31d-4510-a8a0-50f763c989ca Episode 4 – Money Market Risk Peter Mallouk and his guest, Chris Brasher, discuss why putting your retirement savings into a money market can have more risk than you may think. They define what a money markets and the "hidden" dangers such as inflation rate risk and purchasing power risk. Listen in to learn more about money markets and why you should think twice before putting your retirement funds into one.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Mon, 23 Mar 2020 20:11:55 +0000 podcasts@creativeplanning.com (Creative Planning, LLC) https://the-411-on-401k.simplecast.com/episodes/episode-4-money-market-risk-sIlyhuVU Peter Mallouk and his guest, Chris Brasher, discuss why putting your retirement savings into a money market can have more risk than you may think. They define what a money markets and the "hidden" dangers such as inflation rate risk and purchasing power risk. Listen in to learn more about money markets and why you should think twice before putting your retirement funds into one.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Episode 4 – Money Market Risk Creative Planning, LLC 00:04:31 Peter Mallouk and his guest, Chris Brasher, discuss why putting your retirement savings into a money market can have more risk than you may think. They define what a money markets and the "hidden" dangers such as inflation rate risk and purchasing power risk. Listen in to learn more about money markets and why you should think twice before putting your retirement funds into one. Peter Mallouk and his guest, Chris Brasher, discuss why putting your retirement savings into a money market can have more risk than you may think. They define what a money markets and the "hidden" dangers such as inflation rate risk and purchasing power risk. Listen in to learn more about money markets and why you should think twice before putting your retirement funds into one. no full 4 af837c44-57d6-4ebb-80cf-fff9c60e59db Episode 3 – The 10% Penalty is Looming: Considerations For Taking An Early Withdrawal Peter Mallouk and his guest, Dan Donegan, discuss the potential IRS penalties you could incur by withdrawing your retirement funds early. They also cover the tax ramifications you could experience and what options you may have to withdraw money early without facing IRS penalties. Listen in to explore your distribution options if you are under age 59½.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Mon, 23 Mar 2020 20:11:44 +0000 podcasts@creativeplanning.com (Creative Planning, LLC) https://the-411-on-401k.simplecast.com/episodes/episode-3-the-10-penalty-is-looming-considerations-for-taking-an-early-withdrawal-jzCgeNxR Peter Mallouk and his guest, Dan Donegan, discuss the potential IRS penalties you could incur by withdrawing your retirement funds early. They also cover the tax ramifications you could experience and what options you may have to withdraw money early without facing IRS penalties. Listen in to explore your distribution options if you are under age 59½.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Episode 3 – The 10% Penalty is Looming: Considerations For Taking An Early Withdrawal Creative Planning, LLC 00:02:38 Peter Mallouk and his guest, Dan Donegan, discuss the potential IRS penalties you could incur by withdrawing your retirement funds early. They also cover the tax ramifications you could experience and what options you may have to withdraw money early without facing IRS penalties. Listen in to explore your distribution options if you are under age 59½. Peter Mallouk and his guest, Dan Donegan, discuss the potential IRS penalties you could incur by withdrawing your retirement funds early. They also cover the tax ramifications you could experience and what options you may have to withdraw money early without facing IRS penalties. Listen in to explore your distribution options if you are under age 59½. no full 3 85fd30cd-fa49-4286-8209-e3f685df738a Episode 2 – 401(k)-Can I Lose it All? Peter Mallouk and his guest, Chris Brasher, discuss the fear of investing in the market and the question of “can I lose it all." They review why diversification matters and what would have to happen for you to lose all of your retirement savings. Listen in to learn why you should "stay in the game."

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Mon, 23 Mar 2020 20:11:33 +0000 podcasts@creativeplanning.com (Chris Brasher, Peter Mallouk) https://the-411-on-401k.simplecast.com/episodes/episode-2-401k-can-i-lose-it-all-ofqYM71p Peter Mallouk and his guest, Chris Brasher, discuss the fear of investing in the market and the question of “can I lose it all." They review why diversification matters and what would have to happen for you to lose all of your retirement savings. Listen in to learn why you should "stay in the game."

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Episode 2 – 401(k)-Can I Lose it All? Chris Brasher, Peter Mallouk 00:04:19 Peter Mallouk and his guest, Chris Brasher, discuss the fear of investing in the market and the question of “can I lose it all." They review why diversification matters and what would have to happen for you to lose all of your retirement savings. Listen in to learn why you should "stay in the game." Peter Mallouk and his guest, Chris Brasher, discuss the fear of investing in the market and the question of “can I lose it all." They review why diversification matters and what would have to happen for you to lose all of your retirement savings. Listen in to learn why you should "stay in the game." diversification, can i lose it all?, fear of investing in the market no full 2 38125a47-bfae-4c70-8fd7-5179d31c07ea Episode 1 – Market Volatility: What To Do In Down Markets Peter Mallouk and his guest, Don Recker, discuss how market volatility can affect your retirement account and what, if anything, you should do during these times. They address the importance of making decisions based on stock market history versus emotions, and why following your long-term plan is essential. Listen in to find out more about what to do when fear and uncertainty become a factor.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Fri, 20 Mar 2020 16:26:31 +0000 podcasts@creativeplanning.com (Peter Mallouk, Don Recker) https://the-411-on-401k.simplecast.com/episodes/episode-1-market-volatility-what-to-do-in-down-markets-DQKcLU7y Peter Mallouk and his guest, Don Recker, discuss how market volatility can affect your retirement account and what, if anything, you should do during these times. They address the importance of making decisions based on stock market history versus emotions, and why following your long-term plan is essential. Listen in to find out more about what to do when fear and uncertainty become a factor.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Creative Planning legal disclosure: http://bit.ly/2DC250b

]]> Episode 1 – Market Volatility: What To Do In Down Markets Peter Mallouk, Don Recker 00:03:50 Peter Mallouk and his guest, Don Recker, discuss how market volatility can affect your retirement account and what, if anything, you should do during these times. They address the importance of making decisions based on stock market history versus emotions, and why following your long-term plan is essential. Listen in to find out more about what to do when fear and uncertainty become a factor. Peter Mallouk and his guest, Don Recker, discuss how market volatility can affect your retirement account and what, if anything, you should do during these times. They address the importance of making decisions based on stock market history versus emotions, and why following your long-term plan is essential. Listen in to find out more about what to do when fear and uncertainty become a factor. market volatility no full 1