The 411 on 401k
The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.
- Update frequency
- every day
- Average duration
- 3 minutes
- Episodes
- 25
- Years Active
- 2020
Episode 5 – The Pitfalls of Plan Loans
Peter Mallouk and his guest, Dan Donegan, review some potential pitfalls of retirement plan loans. Peter and Dan look at why you should avoid taking a plan loan; they discuss factors such as opportun…
Episode 4 – Money Market Risk
Peter Mallouk and his guest, Chris Brasher, discuss why putting your retirement savings into a money market can have more risk than you may think. They define what a money markets and the "hidden" da…
Episode 3 – The 10% Penalty is Looming: Considerations For Taking An Early Withdrawal
Peter Mallouk and his guest, Dan Donegan, discuss the potential IRS penalties you could incur by withdrawing your retirement funds early. They also cover the tax ramifications you could experience an…
Episode 2 – 401(k)-Can I Lose it All?
Peter Mallouk and his guest, Chris Brasher, discuss the fear of investing in the market and the question of “can I lose it all." They review why diversification matters and what would have to happen …
Episode 1 – Market Volatility: What To Do In Down Markets
Peter Mallouk and his guest, Don Recker, discuss how market volatility can affect your retirement account and what, if anything, you should do during these times. They address the importance of makin…