Episode 351: The Unseen Dark Forces in Your Retirement Plan

Not Your Average Financial Podcast™

In this episode, we ask:

• What about the hidden things in your financial life?
• Would you like to hear Episode 343?
• What is the hidden dimension to our financial portfolios?
• What is financial dark matter?
• What is price?
• What are the fees?
• What is obscure?
• What erodes wealth?
• What is small, invisible but constant?
• What are the consequences?
• What about the illusion of progress?
• What might send ripples through your financial plan?
• What did JAMA say about wealth shocks?
• What is the opportunity cost?
• Are we doomed to the dark matter?
• Why are we huge fans of the Bank on Yourself® strategy?
• What is the aha! moment that changes everything?
• What about peace of mind?
• Do you know your money is going to do a certain thing?
• What about owning the number?
• Do you have a contract with your future?
• How is this different from a 401(k) or a IRA?
• Who is phased out of the Roth IRAs?
• How much are you allowed to put in?
• Can you have a financially secure future on the ROTH?
• Is it liquid?
• How can you access to the money?
• What about penalties?
• Who is tapping retirement accounts?
• What did a recent Vanguard study say?
• What retirement savings do Gen X members have?
• What about living from paycheck to paycheck?
• What about living on credit cards?
• What about borrowing from a 401(k)?
• What about credit reporting?
• Would you like to listen to Episode 206?
• What is one of the only ways you can be taxed twice on the same dollar?
• What about being on a forced repayment plan?
• Where does the money come from?
• What about an after action review (AAR)?
• What was the plan?
• What went right?
• What went wrong?
• How might we do better next time?
• What about an example?
• What is the key takeaway?
• What about constant refinement along the way?
• What would it look like if it were easy?
• What would money look like if it were easy?
• What characteristics or attributes would it have?
• How would you change?
• What would you do about it?
• What is the first step?
• How do you feel?
• What do you want more?
• What did Lawrence Peter say?
• Would you like to meet with Mark?