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cover of episode Why Exiting Your 401(k) Could Accelerate Your Wealth

Why Exiting Your 401(k) Could Accelerate Your Wealth

2025/6/20
logo of podcast Wealth Strategy Secrets of the Ultra Wealthy Podcast

Wealth Strategy Secrets of the Ultra Wealthy Podcast

Shownotes Transcript

In this special solo episode of Wealth Strategy Deep Dives, Dave breaks down one of the most misunderstood — and often taboo — strategies in traditional retirement planning: the idea of exiting your 401(k). Dave walks you through the math, mindset, and practical considerations behind taking control of your retirement capital and putting it to work in more tax-efficient, high-yielding private investments. Using the brand-new 401(k) Exit Calculator, Dave demonstrates how to objectively analyze your own situation and see whether staying locked into Wall Street truly aligns with your wealth goals.

If you’ve ever wondered whether your 401(k) is really “free money” or whether your capital could be compounding far faster elsewhere, this episode will open your eyes and empower you to run the numbers for yourself.

Get your FREE 401(k) Exit Calculator : https://exityour401k.com/)

Download Dave’s free book and explore more hidden wealth strategies: holisticwealthstrategy.com) 

Explore vetted investment opportunities: pantheoninvest.com)

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