πΌ Want expert help in planning for your financial future?
Apply for a consultation here π 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.
Hereβs what we cover in this episode:
ποΈ Retirement History: how saving for retirement has evolved
π¦ From Pensions to 401(k)s: shifting responsibility to individuals
β οΈ 401(k) Limitations: why most plans restrict your options
π Hidden Feature: Discovering the Self-Directed Brokerage Accounts (SDBA)
π§Ύ Smart Oversight: how to manage an SDBA effectively
Β
π Call us: 913-393-4724
π Visit our podcast website:Β https://listentoscott.com/
ππ οΈ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit
Download here π https://keap.page/bu413/exceptional-retirement-youtube.html
Β
π₯ Subscribe to our YouTube channel for more retirement insights!
π http://youtube.com/@erg-kc?sub_confirmation=1Β
Β
π° Read our latest articles on Kiplinger:
https://www.kiplinger.com/author/scott-m-dougan-rfc-investment-adviserΒ
Β
π Follow us for expert retirement planning tips!
https://www.facebook.com/elevatedretirementgroupkc/Β
Β
#retirement #retirementplanning