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The Executive Financial Planning Podcast
Balanced Wealth Group
44 episodes
1 day ago
Matt Daugherty CFP® CRPC® ECA, partner and CEO of Balanced Wealth Group, LLC and guests discuss strategies to maximize executive benefits and tailor your financial plan to achieve balance in life.
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Investing
Business
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All content for The Executive Financial Planning Podcast is the property of Balanced Wealth Group 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.
Matt Daugherty CFP® CRPC® ECA, partner and CEO of Balanced Wealth Group, LLC and guests discuss strategies to maximize executive benefits and tailor your financial plan to achieve balance in life.
Show more...
Investing
Business
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Contributing to my 401(k) when I'm in the top tax bracket
The Executive Financial Planning Podcast
28 minutes 39 seconds
5 months ago
Contributing to my 401(k) when I'm in the top tax bracket

Should I contribute to the Pre-Tax part of my 401(k)?


Should I contribute to the Roth part of my 401(k)?


Should I do a mix of both?


Tune in to hear Matthew Daugherty talk about what you need to be considering when making this decision .

The Executive Financial Planning Podcast
Matt Daugherty CFP® CRPC® ECA, partner and CEO of Balanced Wealth Group, LLC and guests discuss strategies to maximize executive benefits and tailor your financial plan to achieve balance in life.