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115 - Mailbag Episode - Tracking 401k Contributions, ESPP Savings, and Investing After a Late Start
Manage episode 301286578 series 2653925
Scott and James discuss multiple listener questions regarding tracking 401k contributions, ESPP savings, and investing after getting a late start.
Planning Points Discussed
- Retirement Planning
- Utilizing Time Efficiently
- Capital Appreciation
- Purchasing Power
- Other issues (IRAs, Inflation, Financial Goals, etc.)
Timestamps:
1:49 - Listener Question
2:57 - Tax Implications of Retirement Accounts
4:05 - Rollovers: 401(k)s to IRAs (and Roth!)
7:40 - ESPP (Employee Stock Purchase Plan)
10:47 - Risk & Return Correlations
12:41 - When Does It Make Sense to Diversify?
15:37- What Can You Control?
17:54 - Maximizing Social Security
20:36 - When Saving Is More Important Than Compounding
23:07 - Aligning Your Financial Goals
LET'S CONNECT!
James
Scott
ENJOY THE SHOW?
Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play.
Leave us a review on iTunes.
Have a money question you want us to answer? Submit one here
193 episodi
Manage episode 301286578 series 2653925
Scott and James discuss multiple listener questions regarding tracking 401k contributions, ESPP savings, and investing after getting a late start.
Planning Points Discussed
- Retirement Planning
- Utilizing Time Efficiently
- Capital Appreciation
- Purchasing Power
- Other issues (IRAs, Inflation, Financial Goals, etc.)
Timestamps:
1:49 - Listener Question
2:57 - Tax Implications of Retirement Accounts
4:05 - Rollovers: 401(k)s to IRAs (and Roth!)
7:40 - ESPP (Employee Stock Purchase Plan)
10:47 - Risk & Return Correlations
12:41 - When Does It Make Sense to Diversify?
15:37- What Can You Control?
17:54 - Maximizing Social Security
20:36 - When Saving Is More Important Than Compounding
23:07 - Aligning Your Financial Goals
LET'S CONNECT!
James
Scott
ENJOY THE SHOW?
Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play.
Leave us a review on iTunes.
Have a money question you want us to answer? Submit one here
193 episodi
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