Planning for Life Podcast

In our “Planning for Life” podcasts we share strategies & ideas for overcoming challenges in your personal and financial life.
August 30, 2020 Episode #33

2 Powerful 401(k) Tools You Probably Aren’t Using

Are you saving enough money to eventually replace your income? Put down the calculator, because we have tried-and-true tools to help 401(k) participants stay on track as they save for retirement.

In this episode of Planning for Life Podcast, Carl Coolidge uncovers the top 401(k) tools that he recommends most to his clients. Get ready to take notes!

In this episode, you will learn:

-Why Paycheck Analyzer is a powerful tool for 401(k) participants
-The main features of a Track Report and why clients are a fan of this tool
-Which apps and techniques Carl recommends for budgeting
-Why education is so important when it comes to planning for your 401(k)
-And more!

Tune in to learn about two powerful tools for 401(k) participants!


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