• The Art of Knowing When to Save or Spend

  • 2025/04/10
  • 再生時間： 21 分
  • ポッドキャスト

The Art of Knowing When to Save or Spend

無料で聴く

ポッドキャストの詳細を見る

  • サマリー

  • Balancing today’s lifestyle with tomorrow’s goals isn’t easy, but it’s doable. In this episode, we answer a listener's question about 401(k) contribution limits and employer matching, which opens up a broader conversation about financial flexibility and smart savings strategies.

    We break down 2025 contribution limits, including catch-up provisions for those over 50, and clarify what counts toward those limits. Nathan, who works in higher ed and saves 21% of his income, offers a great example of blending tax-advantaged retirement accounts with a brokerage account for added flexibility.

    This episode offers practical insights to help you build a plan that supports both your future and your life today.

    Ready to learn more?

    • Scott Frank on LinkedIn
    • Stone Steps Financial
    • Nick Covyeau on LinkedIn
    • Swell Financial Partners

    Leave us a question!

    Money can be confusing—but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Connect with us at Stone Steps Financial or Swell Financial Partners.
    続きを読む 一部表示

あらすじ・解説

Balancing today’s lifestyle with tomorrow’s goals isn’t easy, but it’s doable. In this episode, we answer a listener's question about 401(k) contribution limits and employer matching, which opens up a broader conversation about financial flexibility and smart savings strategies.

We break down 2025 contribution limits, including catch-up provisions for those over 50, and clarify what counts toward those limits. Nathan, who works in higher ed and saves 21% of his income, offers a great example of blending tax-advantaged retirement accounts with a brokerage account for added flexibility.

This episode offers practical insights to help you build a plan that supports both your future and your life today.

Ready to learn more?

  • Scott Frank on LinkedIn
  • Stone Steps Financial
  • Nick Covyeau on LinkedIn
  • Swell Financial Partners

Leave us a question!

Money can be confusing—but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Connect with us at Stone Steps Financial or Swell Financial Partners.
続きを読む 一部表示

The Art of Knowing When to Save or Spendに寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。