『What Can Really Put Retirement at Risk?』のカバーアート

What Can Really Put Retirement at Risk?

What Can Really Put Retirement at Risk?

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In this episode, Jake and Cory react to a listener-submitted article about proposed 401(k) changes that could make private equity and other alternative investments more accessible. They explain why they believe retirement plans should stay simple and discuss the risks of adding complexity to long-term investing.

The conversation then turns to retirement planning, including a debate on the biggest risks retirees face, the challenge of "golden handcuffs," and why decisions about retirement can often involve more than just money. They wrap up with a discussion on mega backdoor Roth contributions and when they may—or may not—make sense.
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Question for Jake and Cory?
Email Luke → luke@falconwealthadvisors.com

Watch clips of this episode on YouTube
https://youtube.com/@uptickspodcast?si=H2Nj_aq7Jdh9AIc4

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https://www.instagram.com/corybittnerkc/
#retirementplanning #goldenhandcuffs #401k #rothira #financialfreedom

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