Are you concerned or have an interest in money issues? Tune into DMM with Henry Wong as he navigates the financial best practices you need to incorporate on your path to financial freedom. Hear from industry experts on how financial wellness is shaping the future of the retirement landscape. Now available on Apple Podcasts, Spotify, and wherever you binge on podcasts!
Henry Wong and Juncture 401k are devoted to reducing fiduciary liability and increasing overall financial wellness for its employees. Below are the latest episodes of Disruptive Money Management as well as a collection of our Insights into our practice. Whether you’re a plan sponsor wanting to know more about how to mitigate fiduciary risk or a plan participant seeking holistic financial advice, you’re in the right place.
We're all working towards retirement whether that is five, ten, fifteen, or twenty years away. But how many times have we actually stopped and wondered whether we're on track? Saving and putting money away in retirement accounts is a good start but unless we know an approximation of the end result, there is no way we can tell whether what we're doing is enough.
Read MoreMost Americans know about Social Security because of the taxes they pay towards it but how many actually know how the benefits work and how they should file? If you do not fully understand the benefits then this was written just for you with strategies for maximizing benefits for couples, divorcees, and widows.
Read MoreThe Social Security Trust Fund is quickly dwindling with the latest report suggesting that it will be zeroed out by 2034. Currently, Social Security accounts for the only source of income for 40% of retirees. When that cut in benefits occurs, what should Americans expect?
Join Henry as he provides an overview of the Social Security system, what has led to this shortage in funds and what to expect in terms of benefits reduction for Medicare and Social Security benefits. If you’re unsure if the effect of benefit reductions will impact you significantly, be sure to follow through on Henry’s exercise to simulate a reduction in benefits and find out if you can maintain your retirement lifestyle when the drop in benefits occur.
Read More
