Inside The Plan With The 401(k) Brothers Podcast
1) Mastering the First Year of Retirement
In this episode, the 401(k) Brothers—Bill and Andy—break down why the first year of retirement is so critical. From crafting a solid income plan to navigating emotional shifts, they cover how to avoid...Show More
2) The Soundtrack to Retirement Planning
🎙️ Episode Summary In this lively and unconventional episode, Brother Bill and Brother Andy explore the emotional and motivational power of music—and how it can help shape your outlook on retireme...Show More
3) Navigating Retirement: Key Considerations
In this episode of Inside the Plan, brothers Bill and Andy Bush explore the often-overlooked questions and concerns that shape a meaningful and financially secure retirement. From maintaining your hea...Show More
4) ITP-Risks in Retirement
In this episode of Inside the Plan, the 401(k) Brothers, Bill and Andy Bush, explore the key risks retirees face and the importance of planning ahead to mitigate them. They discuss longevity risk, inf...Show More
5) Climbing the Steps to Financial Confidence
In this episode, Bill and Andy Bush discuss the "7 Stages of Financial Well-Being," a concept developed by Money Coaches of Canada. They explore each stage, from financial chaos to financial fulfillme...Show More
6) New Year, New Habits: Decluttering Your Life and Finances
Episode Summary: In this episode, the 401(k) Brothers reflect on the start of 2025, discussing the importance of decluttering physical and digital spaces, reviewing financial habits, and setting actio...Show More
7) The Grapes of Roth
In this episode, Bill and Andy Bush discuss the differences between Roth and traditional retirement accounts, focusing on their tax implications, contribution limits, and the benefits of Roth accounts...Show More
8) Falling Forward...
Summary: In this episode of Inside the Plan, Bill and Andy Bush (the 401(k) Brothers) share insights from a recent advisor conference in New Orleans, focusing on the challenges that different generati...Show More
9) Rules of Thumb & When to Break Them
In this episode, the 401(k) Brothers—Bill and Andy Bush—discuss popular financial rules of thumb and how they may or may not apply to different retirement situations. They tackle everything from when ...Show More
10) The Latest on Savings Rates
In this episode of "Inside the Plan with the 401k Brothers," hosts Bill and Andy Bush, from Horizon Retirement Plans, a division of Horizon Financial Group, delve into the topic of savings rates influ...Show More