Up Your Assets ~ Master Your 401k: Matches, Roth vs. Traditional and the Power of Starting Now

In this "Part 2" episode with guest Jon Brethauer CFP®, AIF®, CPFA, MBA and Ray go further into the intricacies of managing retirement plans from a participant's perspective. They cover essential topics such as understanding eligibility, maximizing employer contributions and the differences between traditional and Roth contributions. Ray & Jon also share the importance of early savings, the power of compound interest and how the role of target date funds can be a useful tool in ones plan.

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Ep. 24
Up Your Assets ~ Ray’s 2026 Predictions Were Better Said: How to Make a Fool of Yourself
Ray Ferrara shares his predictions for 2026 and reflects on how difficult it is to forecast the future in such an unpredictable world. He looks at several major market themes, including a possible surge in IPO activity with nearly 500 companies potentially going public and raising over 100 billion dollars, helped by the expected passage of the Invest Act.

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Up Your Assets ~ Master Your 401k: Matches, Roth vs. Traditional and the Power of Starting Now · RHS.tv