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Podcast: Smart Money Questions
Episode: Client Money Questions - 401ks, Risk and Rate of Return
Description: Today we’re sharing questions and scenarios we’re hearing in our office, on the phone and on zoom calls with clients. We’ll also share some planning we did for a client four or five years ago and where they are today in retirement.
Key topics on this show:
4:43 – Aggressive 401ks
7:59 – Other options
11:00 – Know where your money is
13:51 – Risk
15:29 – Rate of return
16:27 – COLA
Want to learn more about financial planning? Visit us online ---> http://smartmoneyquestions.com