The 411 on 401k

Peter Mallouk and his guest, Kristen Shope, discuss what happens to your retirement plan during a divorce. They review the procedures your retirement plan must complete during divorce settlements and…

Peter Mallouk and his guest, Jay Jasnoski, discuss the difference between pre-tax (traditional method) and Roth retirement contributions. They delve into how each approach differs as it relates to ta…

Peter Mallouk and his guest, Dan Donegan, discuss the parameters of required minimum distributions (RMDs). This includes an in-depth look into when you need to take a required minimum distribution, h…

Peter Mallouk and his guest, Mark Pratt, discuss the difference between vested and non-vested assets in your retirement account. Listen in to learn how vesting works and how it may affect you when an…

Peter Mallouk and his guest, Javid Dabestani, discuss the SECURE Act and the key changes to retirement plans that could affect you. Topics include new stretch IRA rules, required minimum distribution…

Peter Mallouk and his guest, Chris Brasher, discuss the different types of investment models available within your retirement plan. The review the difference between a "do-it-for-me" approach and a h…

Peter Mallouk and his guest, Kristen Shope, discuss how much income you should defer into your retirement account. They cover company matches, what your base percentage savings should be, and how to …

Peter Mallouk and his guest, Don Recker, discuss common options for saving for your child's future. They review Uniform Gift to Minor Accounts (UTMA) and 529 College Savings Plans: focusing on contri…

Peter Mallouk and his guest, Don Recker, discuss how to calculate the amount of money you may need in retirement, also known as your "magic number”. Listen in to find out how to calculate your magic …

Peter Mallouk and his guest, Jennifer Vavak, discuss several different types of retirement accounts: 401k/403b and IRA. Peter and Jennifer cover which type of account you should be investing in, how …

Peter Mallouk and his guest, Micah Lawson, discuss how compounding interest works. They examine how compounding interest works to grow your retirement account balances over time. Listen in to learn h…

Peter Mallouk and his guest, Tom Baird, discuss how to prepare for your healthcare needs in retirement. Peter and Tom explore your options for healthcare after you leave employment and what happens o…

Peter Mallouk and his guest, Christine Condeni, discuss the basic fundamentals of Social Security and whether you should rely on Social Security for retirement. They also review how your eligibility …

Peter Mallouk and his guest, Jennifer Vavak, discuss ways to invest your money to reach your retirement goals. They review factors you should consider when allocating your assets between stocks and b…

Peter Mallouk and his guest, Micah Lawson, discuss the difference between passive and active mutual funds, how they stack up against each other, and how the cost for each type of fund may vary and wh…

Peter Mallouk and his guest, Beth Hartung, discuss some techniques for managing debt. They review the importance of having a financial plan and creating a budget to pay off your debts and achieve you…

Peter Mallouk and his guest, Jennifer Vavak, discuss how to create a budget to save for your retirement. Even small changes can make a big difference in your success at saving for retirement.  Listen…

Peter Mallouk and his guest, Don Recker, discuss the importance of designating a beneficiary for your retirement account. They take a look at what happens if you do not name a beneficiary and how thi…

Peter Mallouk and his guest, Mark Pratt, discuss the types of investment options that are likely  offered within your retirement plan (stocks, bonds, and mutual funds). They cover why you may not see…

Peter Mallouk and his guest, Javid Dabestani, discuss why you should look at your full financial portfolio, not just your retirement account when planning for your retirement. They review which finan…