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In this episode, we ask:
- Would you like to join us for the Not Your Average Financial Summit in the afternoons on Friday, September 30 and Saturday, October 1?
Login or Join the FREE membership community to Reserve Your Spot! - Has anyone’s 401(k) been a ravishing success?
- What did Ted Benna do?
- What is the hope and prayer?
- What is the best case scenario for a 401(k)?
- What about salary deferral?
- Will you be alive in 20 to 30 years?
- How much of it belongs to you? How much of it belongs to Uncle Sam?
- What about tax changes?
- Why a default retirement strategy?
- Who benefits from that advice?
- What about the employee match?
- Is this magic?
- Is this income redirection?
- What buys groceries?
- What is a vesting schedule?
- How many companies provide immediate vesting?
- How many people lose the employer match?
- How many years on average do people stay?
- How does your brain react?
- How many people get paid in a 401(k)?
- What is revenue sharing?
- How many people get paid before you do?
- What about mutual fund returns?
- What about reporting?
- What is the true cost of the fee?
- What about “beating the market”?
- How many fund managers underperform the market?
- What about unicorn market returns?
- What index are we looking at?
- Will your plan come to fruition?
- What are the realities of the returns?
- What is the actual returns?
- Does the rate of return in one’s 401(k) include one’s contributions?
- What about tax?
- What about dividend paying Bank on Yourself® type whole life insurance policies?
- Would you like to hear Episode 206?
- Would you rather pay your tax on the seed or the harvest?
- Would you like to discuss your specific situation? Schedule a time
- Who needs to hear this?
- Would you like a FREE book? Email us at hello@nyafinancialpodcast.com
The topics presented in this podcast are general information only and not for the purposes of providing legal, accounting or investment advice. On such matters, please consult a professional who knows your specific situation.
Kristin Colca, after starting her career in the banking industry, noticed that conventional financial wisdom was not working for many of her clients. A low-interest rate environment combined with Wall Street volatility and a growing pile of debt made it almost impossible to plan or create a secure plan for retirement. Further complicating these issues are the financial “experts” and “advisors” that are too quick to recommend one-size-fits-all solutions without fully understanding their client’s goals or dreams. Kristin’s mission is to create custom-tailored financial strategies for her clients that empower them to achieve financial freedom. Connect with Kristin Colca at 
Marc Beshears is the President of Top Wealth Agenda. He has helped his clients grow their wealth to achieve financial security and reach their personal and financial goals and dreams without the risk, worry, or volatility of stocks, real estate, and other investments.
Tim Foor has been in the mortgage business since 2012 after several years in the education and coaching fields. Tim takes a holistic approach to mortgage lending with a focus on strategic equity management. Tim also works with the sales team to ensure efficiency in the loan process. He is a 2007 graduate of Walsh University with deep ties to his hometown of Defiance, OH. He currently resides in Akron, Ohio with his wife, Monica, and daughters, Alison and Cameron.
Angie Grimm is the Lead College Funding Professional at College Solutions LLC in Amarillo TX. She is a financial professional specializing in solving the late-stage college planning problem for families.
Jay Helms, Founder of the W2 Capitalist, escaped the rat race after 6 years of side hustling in real estate investing. Jay has a goal to help one million people create multiple streams of income, achieve financial freedom, or build legacy wealth through real estate investing. Jay met his wife Cassie when they were contestants on a reality TV show and when their family of 5 are not traveling the country in their RV, Jay and Cassie reside in Gulf Breeze, FL, with their three kids, Rowland, Stella, and Ellen Anne. Knowing that closing on the first deal is the biggest hurdle and roadblock for new investors, he wrote a book,