Brian Preston's "Money Guy" Blog and Podcast

By Brian Preston, 1 year and 1 month ago

Roth 401k, Financial Records to Keep, and Social Security

Welcome to Brian Preston's “Money Guy” blog and podcast! If you're new here, you may want to subscribe to our free RSS feed or email newsletter. Thanks for visiting!

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We are covering quite a few topics in today's show. Provided below are links and information:

"Should You Be Investing In the Roth 401(k)?" - I have received several emails from listeners asking questions about Roth 401k options at their workplace. I actually covered this topic in the first quarter issue of the "Wealth Report" newsletter. I am using that article in today's show. If you would like a copy of the article I have approximately 20 copies left of the 1st Quarter issue that I will send out to new "Wealth Report" subscribers that request a copy. So sign up below and let me know that you would like one of the 20 copies.

"What Financial records to keep, how long to keep them" by Bankrate.com

"The Best Credit Cards and Financial Services" by Kiplinger.com

"Fast Facts & Figures About Social Security, 2007" from the Social Security Administration

If any of this Social Security information leads you to action ... consider contacting your elected representatives (Congress or Senate).

BRIAN PRESTON'S "WEALTH REPORT" PRINT NEWSLETTER. For only $29/year, subscribe to a quarterly guide that helps you keep up with the changing investment world. All proceeds directly offset the cost of producing this blog and podcast.

Prioritize Retirement Savings and Where to Invest Cash: 8 months ago
Are Tax-Deferred Savings a Ticking Time Bomb?: 5 months and 6 days ago
12 Investment Mistakes Couples Make: 6 months and 18 days ago
Stimulus Package, Tax Preparation Discussion, and IRA Rollovers: 10 months and 3 days ago
Dealing with an Uncertain Market, US Credit under Fire, and What does $900 Gold Mean?: 10 months and 10 days ago

Categories: Podcasts
Tags: 401(k), Roth 401(k), social security

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Brian Preston, CPA, CFP®, PFS
NAPFA - Registered Financial Advisor

Certified Financial Planner, Wealth Manager, Media Personality, and Blogger/Podcaster

In my day job, I'm a partner in a fee-only wealth management and financial planning firm, Preston & Cleveland. After hours, I pursue my passion: financial education through blogging and podcasting.

Going "beyond common sense", my blog and podcast bring you the tools and information you need to restore order to your personal financial chaos.

Join me and my listeners by subscribing to our free podcast and email list:

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