Are you relying too heavily on your workplace 401(k) to secure your financial future? While company plans provide a solid foundation for building wealth, relying on them alone could leave critical gaps in your long-term plan. Financial advisor Curtis James dives into alternative wealth-building strategies, smart tax efficiencies, and the surprising reason saving shouldn't stop once you officially step away from work. Plus, learn how to audit your portfolio for hidden stock overlap and fortify your investments before the next market downturn strikes.
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Beyond the 401(k): Unlocking Smart Retirement Strategies Beyond Company Matches
44:57

Every day is Saturday: The Real Cost of Retirement Simplified
51:11

Grandparents, Happy Hours, and the Secret to Living Well in Retirement
49:01