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In this episode, we ask:

• What lasts forever?
• What could be happening right before our eyes?
• What did the February 2024 Bloomberg article say?
• How old is a 401(k)?
• Are we still living through the great experiment of a 401(k)?
• Is it forced?
• Who is going with the flow?
• Is it just automatic and easy?
• What’s the point?
• Why are many people starting to scrutinize 401(k) accounts?
• What will happen?
• What about the tax benefits?
• Why bother at all?
• What are you agreeing to?
• What about the book 401 (not) Ok?
• Do you want anything on this list?
• What is sacrilegious?
• Is that money all yours?
• How much is in a 401(k)?
• How much of that belongs to the owner?
• What about the vesting trap?
• Who else gets a portion?
• Are tax rates going down?
• Is it “monopoly money”?
• What is a ticking time-bomb?
• What’s the solution?
• What are employer sponsored liquid accounts?
• What about penalty?
• What about liquidity?
• What are the taxes?
• What about the gains?
• How is this different from a Bank on Yourself® type whole life insurance policy?
• What do studies show?
• What about automatic employer contributions?
• Would you like to speak with Mark?
• Is it easy to withdrawal money from a retirement account?
• What is gone?
• What is a downfall?
• Does the money stop growing?
• What continues to grow?
• What about big life expenses, like paying for college?
• Is there a vesting schedule with the Bank on Yourself® type whole life insurance policy?
• What grows tax-deferred?
• What represents real wealth?
• What is locked in, even when the market takes a crash?
• How old is the Bank on Yourself® type whole life insurance policy?
• Why do we keep using a 401(k) for retirement planning?
• Would you like to hear Episode 9? Is it time to retire your 401(k)?
• Would you like to hear Episode 10? Your 401(k) – who is benefiting the most?
• Would you like to hear Episode 11? A 401(k) – How’s that working out for you?
• What are the takeaways?
• What is the true cost?
• Would you like to meet with Mark or an associate?