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Has your 401(k) accidently become a “Tech Fund?” |  Currently THIS is the number one question for financial advisors | Is it time to move to bonds? | When your business is your retirement plan

Has your 401(k) accidently become a “Tech Fund?” | Currently THIS is the number one question for financial advisors | Is it time to move to bonds? | When your business is your retirement plan

Retirement Coffee Talk · Charisse Rivers

February 1, 202549m 53s

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Show Notes

On this week's show:

  • The Tech Sector has been driving the market for over two years. Are you over weighted in tech stocks?

  • Preparing your 401(k) for retirement.

  • Are bonds back in favor?

  • Selling your business to fund your retirement.

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Topics

retirement planning401kestate planningIRA to Roth conversionfinancial adviceinvestment strategiesretirement incometax planningwealth managementfinancial literacylongevityportfolio diversificationretirement timingmarket trendsfinancial security