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Q&A: The Efficient Frontier Was Perfect Until HR Got Involved

59 min•28 januari 2025

#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

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Afford Anything | Get Smarter With Money med Paula Pant, Personal Finance Expert | Cumulus Podcast Network finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.