In this episode, Dr. Preston Cherry breaks down key retirement accounts like 401(k)s, Roth IRAs, and traditional IRAs. He explains where to save, invest, and withdraw money for retirement — and why taxes matter. The talk covers contribution limits, tax perks, smart strategies for high earners, and common planning mistakes to avoid.
Takeaways:
• Know where to save
• Use employer plans
• Roth vs. traditional
• Max out contributions
• Avoid common errors
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Disclosure: episodes are educational only, not advice. Review our disclosures here: https://www.concurrentfp.com/disclosures/
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