S6EP4: The Benefits of a Self-Directed Brokerage Account (SDBA) in a Company Sponsored Retirement Plan
TechGirl Financial Podcast
English - January 24, 2023 09:41 - 24 minutes - 28.2 MB - ★★★★★ - 5 ratingsInvesting Business Technology 401k 529s financialeducation iras personalfinance savings wealthmanagement collegeeducation finances financialplanning Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
The disappearance of pensions and defined benefit plans by employers has placed the burden of retirement planning on individuals via a 401(k), 403(b) or 457 plan with limited fund options and very little support. Neil Nakagawa, AIF® Vice President of the West Region for The Pacific Financial Group joins us to review the benefits of a Self-Directed Brokerage Account (SDBA) that expand the investment options available to employees, more control, and professional money management. More and more companies are offering SDBAs to employees. If you are interested in finding out more, listen to this podcast, and then reach out to our team.
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