Aug 6, 2021

The retirement accounts set up through your employer are powerful saving vehicles but are you managing it properly? Some people obsess over their investments while others set it and forget it. Which strategy works the best and how can an advisor play a key role in your strategy? We’ll tell you about that on this episode.

As part of our summer podcast series, we're going back to the most popular topics of the past year and revisiting them once again. 

To read more on this topic, visit us online here: https://johnsonbrunetti.com/should-you-review-your-401k/ 

What we discuss on this episode:

0:28 – The plan for today’s show.  

1:52 – What goes wrong when you don’t pay enough attention to your account?

3:10 – What about the people are obsessing over their 401(k)?

5:15 – Joel shares a story about a strategy that a huge company in LA uses.

6:12 – What’s the best way to get help in a 401(k) when it’s set up to do it yourself?

7:50 – How investing has changed in 401(k) accounts.