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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The Cost-of-Living Shock: Why Your Fixed Income Strategy Will Fail
49:02

Stress-Testing Your Plan: The Bond Market Warning Sign
51:51

Main Street vs. Wall Street: Is Your Retirement Strategy Outdated?
51:17