Engaged Pod with 401JA(k)E

What's up with the markets?

31 min · 4. aug. 2022
episode What's up with the markets? cover

Beskrivelse

Watch this to get a quick update on what could be impacting your 401(k) and other investment accounts. We dive into the micro and macro economic factors making things a little unusual.

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Alle episoder

11 episoder

episode Are your employees worried about money? cover

Are your employees worried about money?

Many of your employees may be distracted from their work due to financial concerns. Over the past 3 years we have seen some dramatic changes to our economy. We noticed these concerns come up in many of our 401(k) education and enrollment meetings. We felt it was necessary to build a team of experts to serve these individuals. The SRP WELLth team is comprised of many experienced individuals, many with the Certified Financial Planner or CFP designation. Today we spent some time with Garrett Leet [ https://www.linkedin.com/in/garrettleet] and Mario Echevarria, CFP® [https://www.linkedin.com/in/mario-echevarria-cfp%C2%AE-92784352]. They walk through how they have helped employees just like yours.   You can schedule time with them here [https://www.srpwellth.com/].

19. sept. 202224 min