The WealthAbility Show with Tom Wheelwright, CPA Retirement [7/7 Series Pt. 1]
13 snips
May 18, 2023 Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
Introduction
00:00 • 2min
How I Got Into the Stock Market
02:00 • 3min
How to Retire Rich and Poor
04:33 • 4min
The Importance of a Present Value Formula
08:11 • 3min
The Limits of a 401k Plan
11:27 • 4min
What Is a Defined Benefit Plan?
15:13 • 2min
The History of a 401K
16:53 • 6min
The First 4OK Pension
22:45 • 3min
How to Invest in the Stock Market
25:41 • 4min
Why Invest in a 401K Plan?
29:44 • 2min
The Importance of a 401K for Employees
31:53 • 4min
The Importance of Control in a 401k
35:32 • 2min
How to Diversify Your Portfolio
37:57 • 4min
The Advantages of a Non-Qualified Plan
41:54 • 5min
The Power of a Family Office
47:01 • 2min
The Problem With 401ks
48:57 • 6min
How to Start a Habitable Weekly Meeting
54:35 • 3min
How to Dream Big
57:55 • 4min
How to Make Money and Pay Less Taxes
01:01:56 • 2min