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

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

Update: 2025-09-11
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Description

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:


To send Andy questions to be addressed on future Q&A episodes, email andy@andypanko.com


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

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