#577: Kelsey is excited about investing along the efficient frontier, but it feels impossible with the lack of fund options in her employer-sponsored 401k. What’s the best way to deal with this problem?
Molly discovered that her rollover from a 401k to a traditional IRA hadn’t been invested in mutual funds and was still in a money market fund. Manually calculating her net worth helped her identify this oversight, and she shares her experience with us.
Former financial planner Joe Saul-Sehy and I tackle this in today’s episode.
Enjoy!
P.S. Got a question? Leave it at https://affordanything.com/voicemail)
For more information, visit the show notes at https://affordanything.com/episode577)
Learn more about your ad choices. Visit podcastchoices.com/adchoices)
