A 401(k) Account, an Income Plan, and Life Insurance Details

Coach Pete and the team discuss the difference between holding a 401(k) account and developing a retirement income plan. The conversation considers market swings and the decisions involved in drawing on savings. The episode also explores life insurance policy details and reviewing the values shown…

Retirement Income, Roth Accounts and Organizing Financial Records

Coach Pete and the America’s 401k team discuss reviewing a retirement plan and organizing account information. The conversation considers future income, flexibility and the questions that help clarify a household’s financial position. The episode also explores Roth accounts and family legacy goals…

401k Decisions, Vesting Schedules and Retirement Tax Questions

Coach Pete and the America’s 401k team discuss employer retirement plans, vesting schedules and profit sharing. The conversation examines emotional responses to market movements and questions about account decisions. The episode also considers tax deferral and future retirement income. Discussions…

Financial Education, Retirement Income and Roth Legacy Goals

Coach Pete and the America’s 401k team discuss reviewing retirement resources and understanding future income. The conversation considers flexibility and the balance between risk, safety and income needs. The episode also explores Roth accounts and family legacy goals. Financial education, asking …

Social Security, Income Gaps and Retirement Readiness

Coach Pete and the America’s 401k team discuss retirement readiness and Social Security claiming questions. The conversation considers income gaps, spending plans and how debt affects the resources available for later life. The episode also includes a discussion of pandemic-era employee retention …