(Recorded on 11/21/23) Topics covered on this video coaching call In this live webcast, trading coach Jerry Robinson delivers a special report on our popular “Smartscore 11” portfolio strategy. Later, he provides several important news updates and shares many stock...
Segment 1: Are You Maximizing Financial Growth in Your 401(k)?
SEGMENT BEGINS AT 00:38
For over a decade, trading coach Jerry Robinson has been helping people understand finances and learn how to achieve financial freedom. Today, he shares seven strategies to maximize the powerful growth potential of a 401(k) during the accumulation phase.
- Contribute up to your company’s match
- Consider the Roth version of the 401(k) if your company offers it
- Ask your company about a brokerage link for your 401(k)
- Focus on investing in high-quality yielding companies
- These are just a few of the ideas discussed in this important podcast
Segment 2: A Tax-Savvy Retirement Withdrawal Strategy For Volatile Markets
SEGMENT BEGINS AT 35:46
Retirement expert Mike Mitchell joins Jerry in this segment to share his vast knowledge and experience to answer a listener’s question about her 401(k) distributions.
- When 4% distributions are not enough
- Have a “Sequence of Return” defense strategy
- Is it too late to employ this defense strategy?
Segment 3: The Final Word w/ Jerry Robinson
SEGMENT BEGINS AT 47:18
Jerry closes out today’s show with a gentle prompt to those of us who need to reconsider our relationship with money.