Client Money Questions - 401ks, Risk and Rate of Return

Today we’re sharing questions and scenarios we’re hearing in our office, on the phone and on zoom calls with clients. We’ll also share some planning we did for a client four or five years ago and where they are today in retirement.

 

Key topics on this show:

4:43 – Aggressive 401ks

7:59 – Other options

11:00 – Know where your money is

13:51 – Risk

15:29 – Rate of return

16:27 – COLA

 

Want to learn more about financial planning? Visit us online ---> http://smartmoneyquestions.com