These 401k Mistakes Will Lose You THOUSANDS!

Are you making costly mistakes with your 401k? Learn how to avoid the most common errors. We'll show you real examples that I have seen!

What a retiree should you consider when reviewing a tax return:
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Jeremy Finger, CFP®, CIMA®, CRPC®, CPFA, CEPA

I have been a financial advisor since 1997 and worked for a few of the regional and national firms. But something never felt right. I wanted to be a true fiduciary and reduce the conflicts of interest that plague the industry.

In 2019, I founded Riverbend Wealth Management. A FEE-ONLY Advisory Firm that specializes in helping retirees and business owners live their best life free from financial worry or burden.

We do this by providing:
→ Social Security Optimization
→ Tax Planning
→ Income Planning
→ Exit Planning for Business Owners
→ Retirement Planning
→ Estate Planning


⏱ Timestamps:
0:00 - 401k Mistakes That Cost You Thousands
0:21 - Number 1 mistake
1:30 - Mistake number 2
2:40 - Mistake number 3
3:38 - Mistake number 4
4:20 - Mistake number 5
6:20 - What saving option is best
8:20 - Company Stock
10:00 - BIGGEST Mistake we caught for a client

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