• Ep 89: The Power of a Personalized 401(k) Strategy with John Blamphin, CFP®, AIF®

  • 2024/02/15
  • 再生時間： 46 分
  • ポッドキャスト

Ep 89: The Power of a Personalized 401(k) Strategy with John Blamphin, CFP®, AIF®

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  • サマリー

  • In today's episode, we're shifting gears to focus on the often misunderstood realm of 401(k) management. Joining us is Mr. John Blamphin, the Director of Operations and Research at Retirement Management Systems. John, a seasoned CFP® and AIF® with over 31 years of industry experience, is here to talk about the complexities of 401(k) taxation, target date funds, asset allocation, and more. We'll explore the vital role of personalized strategies in navigating retirement accounts, and discuss how RMS stands out with its active management approach, quarterly reviews, and thorough risk assessments.

    Episode Resources:

    RMS INC.

    https://manage401k.com/

    RMS Client Brochure

    https://pdf.ac/oJ0Ri

    Why Savings Plan Management

    https://pdf.ac/1HE9Dz

    Important Info:

    Securus Financial: https://www.gosecurus.com/

    International Financial Advisory Group: https://www.internationalfinancial.com/

    Call John: (858) 935-6210

    Call Thomas: (973) 394-0623
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あらすじ・解説

In today's episode, we're shifting gears to focus on the often misunderstood realm of 401(k) management. Joining us is Mr. John Blamphin, the Director of Operations and Research at Retirement Management Systems. John, a seasoned CFP® and AIF® with over 31 years of industry experience, is here to talk about the complexities of 401(k) taxation, target date funds, asset allocation, and more. We'll explore the vital role of personalized strategies in navigating retirement accounts, and discuss how RMS stands out with its active management approach, quarterly reviews, and thorough risk assessments.

Episode Resources:

RMS INC.

https://manage401k.com/

RMS Client Brochure

https://pdf.ac/oJ0Ri

Why Savings Plan Management

https://pdf.ac/1HE9Dz

Important Info:

Securus Financial: https://www.gosecurus.com/

International Financial Advisory Group: https://www.internationalfinancial.com/

Call John: (858) 935-6210

Call Thomas: (973) 394-0623
政治・政府 ビジネス・キャリア 個人ファイナンス 経済学
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