How Should You Invest in Your 401k?- Season 7: Episode 2

If you’ve ever looked at your investment options inside your 401k plan (or other retirement plan at work), you might have felt overwhelmed by the number of choices. Even if your choices aren’t necessarily numerous, how do you know whether you should go all in with stocks, or maybe keep it safer with a blend of volatile and non-volatile assets?

This decision is big, and going the wrong way can lead to significantly different outcomes in the future. In this week’s podcast, host Johnny Dean and his guest, “Professor” Rick Plum, CFP®, talk about what you need to consider when setting up your asset allocation for your 401k. Go Big? Go small? Go safe? Tune in, and find out more!

Important Information:

The information provided should not be considered specific tax, legal, or investment advice and is not specific to any individual’s personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk including the loss of principal. This material was gathered from sources believed to be reliable, however, its accuracy cannot be guaranteed.

No client or prospective client should assume that the presentation (or any component thereof) serves as the receipt of, or a substitute for, personalized advice from Lucia Capital Group or from any other investment professional.

Rick Plum is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name Lucia Capital Group, a separate entity from LPL Financial.

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