
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:
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The Tech Sector has been driving the market for over two years. Are you over weighted in tech stocks?
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Preparing your 401(k) for retirement.
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Are bonds back in favor?
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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