Episodios

  • 401k Inflection Point! - When Wealth Starts Working For You.
    Mar 4 2025

    After years of diligent saving, strategic investing, and navigating the ups and downs of your career, there comes a moment when your 401(k) and overall wealth reach a tipping point—an inflection point where your accumulated assets start working harder for you than your new contributions. In this episode of The Plan, we explore how this moment unfolds, why your personal finances get stronger with each raise and promotion, and how, over time, saving actually gets easier.

    Join us as we break down the mechanics of compounding, the psychological shift from saving to growing wealth, and the key financial strategies to maximize this stage of your journey. Whether you’re just starting out or approaching your own wealth inflection point, this episode will help you see the bigger picture of financial success.

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    19 m