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The 401(k) Limit Most High Earners Never Hit

Investing Is The Easy Part

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The 401(k) Limit Most High Earners Never Hit

1 955 просмотров · 3 недели назад
Investing Is The Easy Part
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1 955 просмотров · 3 недели назад
Wondering if your advisor is missing something? Let's talk https://apellawealth.zoom.us/zbook/in... If you're already maxing out your 401(k), you could still be leaving thousands of dollars behind every year without realizing it. The surprising part is that many people who qualify never realize it's there. In this video, Apella Wealth explores one of retirement planning's most overlooked opportunities and the two simple questions that could reveal whether you're missing it. If you'd like help evaluating your retirement strategy, schedule a complimentary strategy conversation using the link above. ⏰ TIMESTAMPS / CHAPTERS 0:00 The 401(k) Limit Most People Never Reach 2:05 Why Most People Stop Too Soon 4:42 The Missing Piece 6:54 Two Questions to Ask This Week Connect with Apella Wealth: ▶️ WATCH NEXT:    • The Roth Loophole High Earners Are Told to...   🔔 Subscribe for Family-Focused Financial Insights:    / @investingistheeasypart   🌐 Visit Our Website: https://apellawealth.com DISCLAIMER: This video is for educational purposes only and is not intended as financial, legal, or tax advice. The information is for a general audience and does not consider your individual circumstances. Please consult with a qualified professional before making any financial decisions. 🤔 ABOUT INVESTING IS THE EASY PART 🤔 Building your wealth was the first step. Making it last is the real challenge. This channel helps you lead your family's financial future with the actionable strategies smart families use in the critical years before and after retirement. We explore advanced tax strategies, creating durable retirement income, designing an estate plan with trusts, and implementing asset protection to shield your wealth. Our goal is to give you confidence to build a financial legacy that lasts for your spouse, heirs, and generations to come. Guidance from Paul Marrella CFP® & Sam Marrella CFP® - Apella Wealth. LEGAL DISCLOSURES Apella Capital, LLC ("Apella"), DBA Apella Wealth is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered or excluded or exempt from registration requirements. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Apella Wealth provides this communication as a matter of general information. Any data or statistics quoted are from sources believed to be reliable but cannot be guaranteed or warranted. Investing involves risk, including the potential loss of principal. For more information about our firm and advisors, please visit https://apellawealth.com/regulatory-i... #PaulMarrella #SamMarrella #InvestingIsTheEasyPart