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Top 10 Retirement Plan Questions

Sep 11, 2020
Top 10 Retirement Plan Questions shows open piggy bank laying on side.
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Global Wealth Advisors Financial Planning and Wealth Management

In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, host Tom Kennedy answers the top 10 questions on retirement plans that he normally gets from clients. You’ll hear discussion on 401(k), IRA, and pension options and what to do with your retirement plan if you’ve recently been laid-off from your job.

Follow these links for more information. You can dig into whether a Roth IRA or Roth 401(k) are better for your retirement needs and how best to take advantage of your employer sponsored plan.

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.

Music: PWISBYRuff

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