Whether you have a 401(k), Roth 401(k), or pension plan, you need ways to make your money work harder for you, especially when it comes to employer sponsored retirement plans. This episode of Your Money Momentum brings you expert discussion about the history, risks, and strategies for maximizing your benefits within employer sponsored retirement plans. You’ll also hear why you should seek expert advice with these plans because you may not be using them to their fullest advantage. For additional reading on Roth IRAs vs. Roth 401(k)s, you can find it at https://www.gwadvisors.net/roth/.
Host Bio: Tom Kennedy, CFP®
Tom joined Global Wealth Advisors in our Houston, Texas office in 2018 and became a managing partner in 2021. With over a dozen years of experience, he serves as our host of Your Money Momentum, a GWA podcast on financially related topics. He graduated from the University of Colorado at Boulder with a Bachelor of Science in Finance and holds the CERTIFIED FINANCIAL PLANNER™ certification which is awarded by the Certified Financial Planner Board of Standards, Inc. In a partnership between Columbia University’s Earth Institute and Alliance Bernstein, he also earned the Climate Change and Investment Academy Certificate. In 2021 he was elected to serve on the board for United Against Human Trafficking where he assists the nonprofit with business planning, fundraising, and providing trafficking survivors with the financial skills necessary to reduce risk of revictimization. He holds the FINRA Series 6, 7, 63 and 66 securities registrations with Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor.