Plan Participant Podcast
The Plan Participant Podcast is your go to source for clear, practical education on everything related to your retirement plan. Each episode takes complex topics and makes them simple. The goal is to help every listener feel informed, confident, and in control of their financial future.
Podcasting since 2025 • 2 episodes
Plan Participant Podcast
Latest Episodes
Episode 2: Roth vs Traditional: The Tax Choice Inside Your 401k
Episode 2 takes a clear, simple look at the difference between Roth and Traditional contributions inside your retirement plan. Dave and Heather break down how each option works, when each one might make sense, and how the choice impacts your ta...
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Episode 2
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7:38
Episode 1: The Hidden Room Inside Your 401(k)
In our very first episode of the Plan Participant Podcast, Dave and Heather pull back the curtain on one of the most overlooked, misunderstood, and surprisingly powerful features hidden inside many retirement plans: the Self-Directed Brokera...
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Episode 1
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8:33