Month: May 2021

How to Choose a Career Based on Interests – The Strong Interest Inventory Assessment

Defined Benefit vs Defined Contribution Pension Plan

Describes the differences between the way defined benefit and defined contribution plans work

Budgeting for Beginners

How to track, manage, and stick to your budget.

How I Budget in My Bullet Journal/Budgeting Plan With Me – June 2017!

How to start a budgeting plan using a bullet journal.

SchoolHouse Rock Where The Money Goes

Educational video about where our money goes

The Art of Career Development

Gianopiero Petriglieri, associate professor at INSTEAD, explains what we can all learn from artists.

Defined Benefit Pension: The Finance of Retirement and Pensions PREVIEW

Looks at what a defined benefit pension is, how it works, and how it compares with defined contribution plans (e.g. 401k and 403b). Also explains how taxpayers and shareholders are involved in the creation of certain defined benefit pensions.

SIMPLE IRA: WHAT IS IT?

Compares the SIMPLE IRA with the traditional 401k: who it’s for, contributions and contribution limits, vesting period (period of time before benefits in a retirement plan are unconditionally owned by the employee), investment options, and employer contributions

Why Do a Solo 401k | Mat Sorensen | 2019

Describes the various benefits that Solo 401k can bring to a business owner. Note that the Solo 401k is only available to sole business owners that do not have any employees (besides a spouse) under them

Retirement Planning For The Self-Employed !

Looks at 3 retirement plan options for the self employed: Solo 401k, SEP IRA and SIMPLE IRA