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#169 - "Hot topics" edition...Andy and Justin Pritchard talk about target date funds, illiquid assets in 401(k) plans, firing an advisor and MORE!

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Manage episode 505642286 series 3305727
Content provided by Andy Panko. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andy Panko or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Andy and Justin Pritchard from Approach Financial share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about:

  • The pros and cons of target date funds ( 11:05 )
  • Their thoughts on the recent presidential executive order allowing private and illiquid investments to be offered inside 401(k) plans ( 23:26 )
  • Can you make up for insufficient retirement savings by investing more aggressively ( 31:51 )
  • Understanding your advisor's succession plan and how to try to make the succession transition successful for you ( 39:35 )
  • Things to consider when firing an advisor or changing advisors ( 46:39 )
  • Whether people should consider getting a living/revocable trust ( 56:22 )
  • Things to consider if you're looking to hold cash in banks in currencies other than US Dollars ( 59:53 )

Links in this episode:

To send Andy questions to be addressed on future Q&A episodes, email [email protected]

  continue reading

176 episodes

Artwork
iconShare
 
Manage episode 505642286 series 3305727
Content provided by Andy Panko. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andy Panko or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Andy and Justin Pritchard from Approach Financial share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about:

  • The pros and cons of target date funds ( 11:05 )
  • Their thoughts on the recent presidential executive order allowing private and illiquid investments to be offered inside 401(k) plans ( 23:26 )
  • Can you make up for insufficient retirement savings by investing more aggressively ( 31:51 )
  • Understanding your advisor's succession plan and how to try to make the succession transition successful for you ( 39:35 )
  • Things to consider when firing an advisor or changing advisors ( 46:39 )
  • Whether people should consider getting a living/revocable trust ( 56:22 )
  • Things to consider if you're looking to hold cash in banks in currencies other than US Dollars ( 59:53 )

Links in this episode:

To send Andy questions to be addressed on future Q&A episodes, email [email protected]

  continue reading

176 episodes

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