๐ Get your customized planning started by booking a 15-minute consultation:
https://calendly.com/erg-slc/15minutediscoverycall
๐ Grab Your FREE Copy of "Rounding Third"
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Most people never realize their 401(k) might include a powerful option called a Self-Directed Brokerage Account (SDBA), and even fewer understand how it works. Sean breaks down what an SDBA actually is, who qualifies, and why it can open the door to more personalized investment choices inside a traditional retirement plan. If youโve ever felt boxed in by limited 401(k) options, this episode shows you whatโs possible and what to watch out for.
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Hereโs what we discuss in this episode:
๐ SDBA Basics: what a self-directed brokerage account actually does
๐ผ More Investment Freedom: how SDBAs expand your 401(k) choices
๐ง Emotional Control: why discipline matters more when you have more options
๐ Market Reality Check: understanding history, volatility, and risk tolerance
โ๏ธ Who Can Use It: how to know whether your employer plan allows SDBAs
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0:00 โ Understanding Self-Directed Brokerage Accounts (SDBA)
3:58 โ The BuyLine Strategy & Emotional Investing
6:36 โ What Does the BuyLine Matter?
7:19 โ Timing, Tariffs, and Historical Market Performance
9:23 โ Risk Tolerance & Diversification
10:20 โ Qualifications and Availability of SDBA
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Contact us:
(801) 639-0095
Las Culturistas with Matt Rogers and Bowen Yang
Ding dong! Join your culture consultants, Matt Rogers and Bowen Yang, on an unforgettable journey into the beating heart of CULTURE. Alongside sizzling special guests, they GET INTO the hottest pop-culture moments of the day and the formative cultural experiences that turned them into Culturistas. Produced by the Big Money Players Network and iHeartRadio.
The Joe Rogan Experience
The official podcast of comedian Joe Rogan.
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If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.