Finding your way to a financial future.

Isn’t it scary that of all the people out there who provide financial advice, 99% of them don’t have to do what’s best for you. We all need help and the truth is, most of us are not getting the right help from our financial advisers. This means that the majority of us have saved very little for retirement and invest badly! We all need to be putting away more money and find ways to make it grow effectively. This is your future on the line, and you don’t get a lot of chances to do it right. This is what we are here for and what this episode is all about: doing retirement right!

Rolling your 401(k) over to Vanguard.

The difference between a roll-over and a transfer.

Discover the benefits of the My529 plan.

Why Vanguard’s latest retirement report should scare you.

Roth 401(k) and Roth IRAs.
Get help finding the right financial adviser.

Finding lost retirement plans.

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If it sounds too good to be true, what is it?

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Most of us really are lousy investors.