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Ep 89: The Power of a Personalized 401(k) Strategy with John Blamphin, CFP®, AIF®
Manage episode 401105507 series 3348047
İçerik John Iammarino & Thomas O‘Connell, John Iammarino, and Thomas O‘Connell tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan John Iammarino & Thomas O‘Connell, John Iammarino, and Thomas O‘Connell veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
In today's episode, we're shifting gears to focus on the often misunderstood realm of 401(k) management. Joining us is Mr. John Blamphin, the Director of Operations and Research at Retirement Management Systems. John, a seasoned CFP® and AIF® with over 31 years of industry experience, is here to talk about the complexities of 401(k) taxation, target date funds, asset allocation, and more. We'll explore the vital role of personalized strategies in navigating retirement accounts, and discuss how RMS stands out with its active management approach, quarterly reviews, and thorough risk assessments.
Episode Resources:
RMS INC.
RMS Client Brochure
Why Savings Plan Management
Important Info:
Securus Financial: https://www.gosecurus.com/
International Financial Advisory Group: https://www.internationalfinancial.com/
Call John: (858) 935-6210
Call Thomas: (973) 394-0623
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