#169 - "Hot topics" edition...Andy and Justin Pritchard talk about target date funds, illiquid assets in 401(k) plans, firing an advisor and MORE!

Retirement Planning Education, with Andy Panko
11/09/2025 1h 9min
#169 - "Hot topics" edition...Andy and Justin Pritchard talk about target date funds, illiquid assets in 401(k) plans, firing an advisor and MORE!

Listen "#169 - "Hot topics" edition...Andy and Justin Pritchard talk about target date funds, illiquid assets in 401(k) plans, firing an advisor and MORE!"

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Episode Synopsis

Andy and Justin Pritchard from Approach Financial share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: The pros and cons of target date funds ( 11:05 )Their thoughts on the recent presidential executive order allowing private and illiquid investments to be offered inside 401(k) plans ( 23:26 )Can you make up for insufficient retirement savings by investing more aggressively ( 31:51 )Understanding your advisor's succession plan and how to try to make the succession transition successful for you ( 39:35 )Things to consider when firing an advisor or changing advisors ( 46:39 )Whether people should consider getting a living/revocable trust ( 56:22 )Things to consider if you're looking to hold cash in banks in currencies other than US Dollars ( 59:53 )Links in this episode:Justin's firm - Approach FinancialJustin's YouTube channel - Justin Pritchard, CFP® on RetirementTo send Andy questions to be addressed on future Q&A episodes, email [email protected] company newsletter - Retirement Planning InsightsFacebook group - Retirement Planning Education (formerly Taxes in Retirement)YouTube channel - Retirement Planning Education (formerly Retirement Planning Demystified)Retirement Planning Education website - www.RetirementPlanningEducation.com

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#164 - Summary of the 2025 annual Social Security trustees report 07/08/2025
#163 - Guest host Larry Pershing from Optimum Retirement Planning talks about managing and reducing concentrated stock holdings 31/07/2025
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#161 – Retirement planning chat with a "real" person, Jan 17/07/2025
#160 - "Hot topics" edition...Andy and Lauren Hunt talk about the Social Security annual trustees report, the ever-increasing stock market, whether to take out loans or pay for things outright and MORE! 10/07/2025
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