We kicked off this episode with a great question: What's a purchase you've never regretted? That surprising discussion then led us into a much deeper topic: gifting, legacy, and charitable giving. We unpack how intentional gifting can actually be a core part of your financial plan, aligning your money with your personal values. Colin and Wheeler break down various strategies for giving, including the annual exclusion amount for family and friends , options like super funding a 529 for college...
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We kicked off this episode with a great question: What's a purchase you've never regretted? That surprising discussion then led us into a much deeper topic: gifting, legacy, and charitable giving. We unpack how intentional gifting can actually be a core part of your financial plan, aligning your money with your personal values. Colin and Wheeler break down various strategies for giving, including the annual exclusion amount for family and friends , options like super funding a 529 for college...
Episode 17- Should You Really Max Out Your 401(k)? Rethinking Retirement Rules
Compound Growth
49 minutes
2 months ago
Episode 17- Should You Really Max Out Your 401(k)? Rethinking Retirement Rules
Most of us have been told the same thing for years: “Always max out your retirement accounts.” But is that really the smartest move for everyone? In this episode of Compound Growth, Wheeler and Colin dig into the myths and realities of saving for retirement—exploring when conventional wisdom makes sense, and when it might not. From 401(k)s and IRAs to Roth accounts and taxable brokerage accounts, the hosts break down how each fits into a financial plan. They explore the hidden costs of requir...
Compound Growth
We kicked off this episode with a great question: What's a purchase you've never regretted? That surprising discussion then led us into a much deeper topic: gifting, legacy, and charitable giving. We unpack how intentional gifting can actually be a core part of your financial plan, aligning your money with your personal values. Colin and Wheeler break down various strategies for giving, including the annual exclusion amount for family and friends , options like super funding a 529 for college...
