Episode 33: Should Tobi roll-over her 401(k) & pay 1% for investment management?

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Retirement Decoded Podcast

Scott Tucker

50 episodes

1 week ago

Welcome to Retirement Decoded with your host, Scott Tucker—where we break down the complexities of retirement planning to give you clear, actionable advice. Whether you’re just starting out or getting ready to retire, Scott’s here to help you make informed decisions and preserve your financial future. Tune in each week as we help simplify the process and decode the path to a confident retirement.

Disclosure: Insurance products are offered through the insurance business Scott Tucker Solutions, Inc. Scott Tucker Solutions, Inc is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Scott Tucker Solutions, Inc are not subject to Investment Adviser requirements.

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All content for Retirement Decoded Podcast is the property of Scott Tucker and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Welcome to Retirement Decoded with your host, Scott Tucker—where we break down the complexities of retirement planning to give you clear, actionable advice. Whether you’re just starting out or getting ready to retire, Scott’s here to help you make informed decisions and preserve your financial future. Tune in each week as we help simplify the process and decode the path to a confident retirement.

Disclosure: Insurance products are offered through the insurance business Scott Tucker Solutions, Inc. Scott Tucker Solutions, Inc is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Scott Tucker Solutions, Inc are not subject to Investment Adviser requirements.

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Episode 33: Should Tobi roll-over her 401(k) & pay 1% for investment management?

Retirement Decoded Podcast

26 minutes

4 months ago

Episode 33: Should Tobi roll-over her 401(k) & pay 1% for investment management?

Tobi is considering rolling-over her 401(k) and hiring a CFP to manage her investments—but is the 1% management fee worth it?

In this episode, Scott & Andriy break-down the pros & cons of working with a financial advisor, discuss alternative options, and explore how fees impact long-term wealth.

Whether you're weighing a similar decision or just curious about investment management strategies, this episode will help you make a more informed choice.

Schedule yourself for a free 15-minute phone consultation, with one of our financial planners, at TuckerRetirement.com.