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Podcast: Ready, Set, Retire!
Episode: Year-End Financial Checklist: Maximizing Your Retirement Contributions
Description: In this episode, the hosts discuss Morningstar's Christine Benn's advice on maximizing 401K contributions, especially for those over 50, where the limit can reach $30,000 in 2023. Discover why revisiting your retirement plan contributions is crucial and how making adjustments can have a significant impact. Steve share's real-life stories, including a client who, after a simple conversation, realized the untapped potential in maximizing her 401K contributions. Learn why the end of the year is an opportune time to reassess your financial goals and make strategic decisions for your retirement. Steve emphasizes the importance of taking advantage of the...