Rose Retirement - Your Family, Your Finances Weekly Podcast

BREAKING NEWS: You Don't Know What You Pay for Your 401(k) !

January 07, 2023 John Merkel
Rose Retirement - Your Family, Your Finances Weekly Podcast
BREAKING NEWS: You Don't Know What You Pay for Your 401(k) !
Show Notes

We have some breaking news, courtesy of the financial geniuses at Market Watch:  They’re reporting that … quote, “Most people have no clue what they pay for their 401(k).”  Hmmm, let’s see … where have we heard that before?  Oh yeah, we heard it from you John!  You’ve been telling us for a long time that a lot of retirement savers are having their returns eaten up by fees … and they don’t even realize it!  So, please tell us again, what can we do about that?

Then, a story in the Dallas Morning News says, just because you’re married, that doesn’t mean you automatically get everything when your spouse dies and vice versa.  Is this where good estate planning comes in? Hear John explain!