Financial Main Characters and Secondary Characters

When you watch TV shows or movie, it doesn’t take long until you realize who is the main character or who is more of a secondary character. When it comes to your financial life, which strategies, products, or tools are main characters in your financial plan and which ones are secondary?

 

Here’s what we talk about on today’s show:

• What role does your 401(k) play in your financial plan? (2:07)
• Life insurance is something you really should look at. (4:47)
• Bank accounts are safe but don’t overemphasize it. (6:22)
• Roth IRAs have become more important in recent years. (8:18)
• Social Security is the largest piece of most people’s retirements. (10:28)

 

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