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March 28, 2023 17 mins

This week Mike shares a question he hasn’t been asked about money since 2008, along with the personal risks and planning investors should consider during this troubling time for the banking sector. We also dive into new data from Fidelity that shows the number of 401(k) millionaires have fallen. Listen to find out how much that group NOW feels they need to retire comfortably, and what Mike believes they should focus on for their portfolio instead.  

And since Mike is a fee-only fiduciary, Kristen asks for his opinion on the various advertisements that claim converting retirement accounts into physical gold & silver is a good idea. 👎 Find out why Mike says it’s not. 

 

 

 

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