The 401(k) Checkup Live

What we'll cover

The same areas the checkup flags — explained properly.

• How employer match formulas actually work — and the gap most people fall into
• How to find out what your money is actually invested in
• Contribution rate: the three 1% shifts and what they add up to
• Roth vs. pre-tax, without the jargon
• Old 401(k)s from previous jobs — how to track them down
• Beneficiaries: the five-minute task almost nobody has done
• A one-page plan for what to do this week

Save your spot

It's free. I'll send the link and a reminder before we start.

Haven't taken the checkup yet?
It takes about five minutes and tells you which areas to pay attention to before we meet. Take the 5-minute checkup →