Listen

Description

πŸ’Ό Want expert help in planning for your financial future?

Apply for a consultation here πŸ‘‰ https://calendly.com/erg-kc/introductory-phone-call-with-ergΒ 

Retirement, as we know it, is a modern invention. But the very system designed to protect your future might now be holding you back. In this episode, Scott uncovers a powerful yet often hidden feature inside many 401(k) plans that can give you greater control, flexibility, and professional management, without moving a single dollar out of your account. Discover how unlocking it could completely change your retirement strategy.

Here’s what we cover in this episode:

πŸ›οΈ Retirement History: how saving for retirement has evolved

🏦 From Pensions to 401(k)s: shifting responsibility to individuals

⚠️ 401(k) Limitations: why most plans restrict your options

πŸ” Hidden Feature: Discovering the Self-Directed Brokerage Accounts (SDBA)

🧾 Smart Oversight: how to manage an SDBA effectively

Β 

πŸ“ž Call us: 913-393-4724

🌐 Visit our podcast website:  https://listentoscott.com/

πŸ“šπŸ› οΈ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit

Download here πŸ‘‰ https://keap.page/bu413/exceptional-retirement-youtube.html

Β 

πŸŽ₯ Subscribe to our YouTube channel for more retirement insights!

πŸ”” http://youtube.com/@erg-kc?sub_confirmation=1Β 

Β 

πŸ“° Read our latest articles on Kiplinger:

https://www.kiplinger.com/author/scott-m-dougan-rfc-investment-adviserΒ 

Β 

πŸ“Œ Follow us for expert retirement planning tips!

https://www.facebook.com/elevatedretirementgroupkc/Β 

Β 

#retirement #retirementplanning