Plan With Dan

Plan With Dan

Weekly investing and financial planning wisdom with Dan Betzel of Betzel Wealth Advisors in Columbus, OH.... Show More
July 18, 2019 21 min

One of the most popular retirement plans that people utilize is the 401(k). It’s often the easiest place to start when you begin saving for your future and a many times a employer will offer the option as part of a compensation package. The 401(k) definitely serves its purpose but there are some weaknesses that might make you look to other investment opportunities.

See the show notes by clicking here. ----more----

Take a look at the full rundown of the show below and click the timestamp to skip to a specific portion of the episode.

1:19 – Quote of the Month from Zig Ziglar

4:28 – Get to Know Dan: Any discipline you’re proficient in outside of finance?

7:50 – Mailbag: I thought I’d be in a lower tax bracket after retirement but that’s not the case. What went wrong?

12:11 – Weaknesses in many of the popular investments offered.

12:30 – How administrative fees became common and why you should pay attention to them.

15:06 – Limited assets classes can shrink your options.  

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