Ep. 14 - The 401(k) Trust Strategy


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Feb 03 2020 47 mins   1
Welcome back to the show faithful listeners! We hope you all had a productive and effective weekend. Steve starts off this week by brining to light, the tool that his CPA is suggesting to anyone who wants to utilize the 401(k) properly. Hang in there with us, we're not back tracking our message at all but this is a tool that a lot of you can use to help maximize all of your work! Here are the notes! Did Steve just suggest that I use a 401(k)? Another example of bad advice from a financial planner Why the '08 crash worked for investors Listener Email Questions We hope you enjoy our show. Remember that you can email Steve directly at [email protected]; not only will he personally answer your questions but he might discuss it on air as well!