Level Up Your Finances Retirement Tax Planning Investments Stock Options Goals Confidence Life

I know how overwhelming it can be to have access to a 401(k) but be intimidated that you don’t have any idea and probably not even the time to understand why you need one or how they work.

After listening to this episode you’ll have a solid understanding of how your 401(k) works so that you can more confidently put yours to use.

  • My First 401(k)
  • Why a 401(k) is Important
  • Power of Time and Compound Interest
  • Benefits
  • Traditional Vs. Roth
  • How Contributions Work
  • How Distributions Work
  • Cool Features (like BrokerageLink)
  • Costs
  • Investment Options
  • FAQs

Music: 80s Motivational Chiptune by Shane Ivers – https://www.silvermansound.com

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Lucas Casarez is a Certified Financial Planner™ Professional serving tech professionals virtually out of Fort Collins, CO

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