Tag: Retirement Savings
Navigating Retirement Planning with Ease and Confidence (EP 13)

Navigating Retirement Planning with Ease and Confidence (EP 13)

By |

Are you letting fear and complexity dictate your retirement planning?

Join us for this episode of ‘Money Metaphors’ with your host Jason Coddington. He explains financial planning in today’s VUCA (volatility, uncertainty, complexity, and ambiguity) environment, focusing on retirement planning for families and small business owners. Discover simple, effective strategies for long-term financial success.

Key Highlights:

  • Embrace Simplicity: A ‘Keep It Super Simple’ approach for your 401(k)
  • Combat FOMO: Understanding investment basics to avoid trend-chasing
  • Automate Savings: Learn to save 10% of your income with employer 401(k) matches
  • Build a Financial Safety Net: Creating a cash reserve to protect your long-term savings
  • Disciplined Investing: Making informed choices aligned with your goals
  • Manage High-Risk Investments: Strategies for allocating funds to investments like Bitcoin
  • Emergency Fund Blueprint: Steps to build a reserve for unforeseen expenses
  • Behavioral Finance Insights: Techniques to automate saving and prevent impulsive spending
  • And more!

Interested in crafting a simple yet effective financial plan? Tune in to ‘Money Metaphors’ for these insights and more. 

Resources:

Connect with Jason Coddington:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
The Unwritten Rules Of The Financial Road (Ep. 10)

The Unwritten Rules Of The Financial Road (Ep. 10)

By |

While many believe that financial success is solely determined by following conventional rules, Jason Coddington is here to challenge these beliefs.

Jason takes you on a journey through the unwritten rules of financial freedom. Using relatable metaphors and real-life examples, he effortlessly connects societal norms to essential financial principles, making complex concepts easy to understand and apply.

Key Highlights:

  • Rule of 72: Understand how to estimate investment doubling times with this simple, yet powerful, formula
  • Unwritten Financial Rules: Explore key rules such as spending less than you earn, paying yourself first, and managing spending with Parkinson’s Corollary
  • Saving Discipline: Learn the importance of saving 10% of your income and building an emergency fund
  • The “Piggy Bank Factor” and Withdrawal Strategies: Discover disciplined saving and retirement withdrawal strategies, including the ‘10% rule’ for savings and ‘4% rule’ for retirement withdrawals
  • Engaging Analogies: Absorb these financial strategies through relatable analogies
  • And much more!

Tune in to transform these insights into your personal finance strategy.

Connect with Jason Coddington:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
Retirement Plans for Small Businesses: Choosing the Right Fit (Ep. 7)

Retirement Plans for Small Businesses: Choosing the Right Fit (Ep. 7)

By |

Think choosing a retirement plan is difficult? 

We’re breaking it down, ingredient by ingredient!

Dive into retirement planning with Jason Coddington of Coddington Wealth Advisors, where complex concepts become as simple as kitchen recipes! Jason serves up financial wisdom like a master chef, turning the selection of retirement plans into an easy-to-follow recipe for success.

Key takeaways include:

  • Simplify the complex world of retirement plans: Spotlighting the best fits for businesses of all sizes
  • SEP IRA vs. SIMPLE IRA Showdown: Get the lowdown on the pros and cons of each
  • Simple IRA Clarified: For businesses with under 100 employees, discover the Simple IRA’s blend of generous contributions and employer-match flexibility
  • 401k Unpacked: Explore the perks and obligations of 401k plans, from beneficial loans to essential IRS filings
  • Inside Safe Harbor 401k & SIMPLE IRA: Dive into the immediate benefits for employees with these plans’ direct and vested contributions
  • And much more!

 

Resources:

Connect with Jason Coddington:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More