The Step-By-Step Guide To Your 401k Plan
4.7 (19 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
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The Step-By-Step Guide To Your 401k Plan

How Much To Save, Which Investments To Choose, and a Simple Plan To Reach Retirement Using Your 401(k) Plan
4.7 (19 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
2,415 students enrolled
Last updated 1/2017
English
Current price: $12 Original price: $50 Discount: 76% off
3 days left at this price!
30-Day Money-Back Guarantee
Includes:
  • 1.5 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion

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What Will I Learn?
  • Have confidence about enrolling in your 401k
  • Receive all the "free money" provided by your employer
  • Avoid common mistakes made by employees
  • Have confidence your 401k is set up to suit your needs
  • Come up with a simple plan to reach your retirement goal
  • Decide between Roth or Traditional 401k contributions
  • Choose appropriate investments in your 401k
View Curriculum
Requirements
  • Know how much your employer contributes to your 401k
  • Have access to your online 401k account (optional)
Description

This course will help you come up with a simple plan to reach retirement using your 401k plan.

  • Should you enroll? 
  • How much should you save? 
  • Which investments should you choose? 
  • Pre-tax or Roth?
  • How do you get all the free money offered to you by your employer?

Getting these answers wrong could cost you 100,000's of dollars!

Enrolling in this course could be one of the best financial decisions you'll ever make.

We will walk you through the whole process of enrolling and maximizing your 401k using easy to understand white-board animation videos.

You will learn why you should care about your 401k, how much to save, which investments to choose, and how to get all the free money your employer is offering you.

What makes me qualified to teach you?

Before working at Glass Jacobson Financial Group, I assisted over 10,000 Millionaires with their investments while working in the High-Net Worth Department at one of the worlds largest financial services companies. Through those conversations with investors I refined my ability to simplify complicated investment topics into easy to understand steps. 

Prior to that, I co-built a series of technology focused education sites that have generated over 5 Million users and 25 million page views.

Combining my background in web based education with my passion for investment education, I developed (along side a team at Glass Jacobson), a video based 401k education tool called 401kbuddy.

At Glass Jacobson Financial Group we use 401kbuddy with individual companies, but we also wanted to reach the students on Udemy by building a course to help them with their 401k plans (regardless of where they work).

Typical 401k Education

  • Boring powerpoint presentation
  • Complicated language and graphs
  • 100 page booklet that makes you want to cry
  • Information that leaves you with more questions than answers

This Step-By-Step Course

  • Uses short whiteboard animation videos
  • Simplifies the entire 401k process
  • Is taught using simple terms (without the crazy graphs)
  • Answers the most important questions
  • Walks you step by step through enrolling
  • Helps you make sure you are on track to retire
  • Gives you a calculator to make sure you're not missing out on any free money
  • Addresses misconceptions about investing
  • Gives you the foundations you need for successful investing
  • We'll even help you find suitable investments!

PLUS!!! Bonus material to help you even further

  • Free access to a custom built 401kbuddy for Udemy site that walks you through choosing investments in your 401k
  • Unlimited use of our matching calculator to see how much free money you're missing out on from your employer (and how to get that free money)
  • Access to our Investor Questionnaire to help you see what type of investor you are, and some guidance on how to choose investments

AND REMEMBER… we offer a full money back guarantee, just as long as you request it within 30 days of purchasing the course.

Go ahead, click the "Take This Course" button. Why not? You’ve got nothing to lose (and potentially $100,000's of dollars to gain).

Who is the target audience?
  • If your employer provides 401k plans to their employees
  • If you are in your 20's or 30's
  • If you are in your 40's or 50's without a clear plan towards retirement
  • If you're not sure how you chose the investments in your 401k
  • If you get really nervous everytime the stock market takes a hit
  • If you're looking to increase your financial literacy
  • This course is not for the investing guru who is already on track to have over a million dollars in their 401k
Compare to Other Retirement Planning Courses
Curriculum For This Course
19 Lectures
01:16:04
+
Section 1: 401k Intro
6 Lectures 29:01

You'll learn a little bit more about your instructors, Austin Abell and Glass Jacobson Financial Group. I will also give you a quick overview of the 4 sections in this course.

Preview 04:37

What is a 401k and why should you enroll? I'll break it down for you in this white-board animation video.

Preview 03:02

If you weren't convinced by the last video to enroll in your companies 401k plan, I'll give you 7 more reasons... including free money, convenience, and tax-savings.

401k Benefits
04:26

Check out our calculator that shows you how much free money you're missing out on in your 401k: udemy.401kbuddy.com/free-money

"Free Money" Calculator
07:17

Does investing feel complicated, scary, and really risky? We'll break down these misconceptions for you and explain why you can feel comfortable about the investments in your 401k.

Investing 101
05:04

The questionnaire shown in this video will help match you with an investor type and potential asset allocation. Find the questionnaire at: udemy.401kbuddy.com/investor-questionnaire

What type of investor are you? Find out!
04:35
+
Section 2: Investing Essentials
6 Lectures 23:26

Understanding the different types of investments doesn't need to be complicated! Think of stocks as being a part owner of a company, bonds turn you into a little bank, and mutual funds as burritos. 

Preview 03:30

Would you get on an elevator that was only being held up by one cable? I hope you wouldn't! The same principle applies to investing.

Be Diversified
03:11

Research shows that the power of the market is incredibly powerful when it comes to choosing your investments. But what is the market, and why should you trust it? Find out in this video.

The Power of the Market
02:53

Think of your asset allocation like the speed dial on an elevator. Increasing the amount of stocks in your portfolio is like increasing the speed of your elevator... you might get there faster but you can expect a little motion sickness!

Set Your Asset Allocation
04:04

Learn how to turn $1,000 into $100,000! It's a proven strategy you won't want to miss.

The Proven Strategy
05:18

The key to reaching your retirement goal is coming up with a plan, and sticking to it... no matter what! This video will give you a recap of what you've learned so far, and will explain how to avoid letting your head get in the way when it comes to investing.

Stick To The Plan
04:30
+
Section 3: Choosing Investments
5 Lectures 14:35

Now it's time to work on your investments in your 401k. This video will give you a quick overview of section 3.

Choosing Your Investments
01:38

Target date funds are the most simple option, as they get safer over-time and are chosen based on your retirement age.

Target-Date Funds
02:27

Model portfolios (or Asset Allocation Models) or sometimes offered by employers. This video talks about some of the benefits of a model and how to decide which option is best for you.

Model Portfolios (If Available In Your 401k)
04:54

Experts only! Building your own portfolio can be tricky, but rewarding for those experienced investors who want more control over the investments in their 401k. We'll give those investors a starting point on how they might build out their portfolio.

Building Your Own Portfolio
03:18

+
Section 4: Enrolling In Your Plan/Making Changes
2 Lectures 09:02
Enroll/Make Changes (Email Templates)
03:06

Bonus Lecture: Other Resources + 401kbuddy At Your Company
05:56
About the Instructor
Austin Abell
4.7 Average rating
19 Reviews
2,415 Students
1 Course
Co-Founder of 401kbuddy™ | Wealth Advisor at Glass Jacobson

-Creator and Co-Founder of 401kbuddy™

-Licensed Wealth Advisor at Glass Jacobson Financial Group

-10,000's of conversations with millionaires which helped refine my ability to simplify complicated investment concepts

-Co-built technology education sites that have attracted +5 Million users and +23 Million page views

-Millennial who knows how to engage and educate other Millennials

-------------------------------------

Hi guys! 

My name is Austin Abell and I am the Creator and Co-founder of 401kbuddy, a web-based 401k education program that uses white-board animation videos to walk employees through the process of enrolling in their 401k. I am also a licensed Wealth Advisor at Glass Jacobson Financial Group and hold my Series 7 and Series 63 licences. 

A little background . . . I worked at one of the largest financial services companies in the world in their high-net worth department, and assisted the investors who had more than $1 Million in assets. I had over 10,000 conversations with investors and was able to refine my ability to take complicated financial topics and communicate them in a way that others could understand. It was extremely rewarding to see many investors' eyes open for the first time to a new and better way of investing and thinking about their wealth.

Prior to this, in 2011, my brother Luke and I Co-founded a web development company. We also developed our own education sites that taught users how to accomplish tasks associated with technology. Our education sites have attracted over 5 million users and 23 million page views. We learned from the success of these sites how websites and content need to be structured to engage a user and help them master a complicated topic.

As a millennial, I am uniquely positioned to increase financial literacy in our generation. Millennials have a bad rap when it comes to financial literacy, but I would argue that we are extremely passionate about learning. There has been a lack of engaging and simplified investment education which has lead to poor financial literacy.

My aim is to create content that brings the "investing lightbulb" moment for my students. There are many misconceptions when it comes to investing. I hope to dispel those misconceptions and walk my students through the foundations of investing at their own pace. What better place to start than with your 401k plan? Join me today!

Austin AbellCreator and Co-Founder of 401kbuddy, Wealth Advisor at Glass Jacobson Financial Group

Glass Jacobson Financial Group
4.7 Average rating
19 Reviews
2,415 Students
1 Course
CPA Wealth Management Firm

Manage the now, empower the future.

Glass Jacobson has played a proactive role in creating financial success for businesses and individuals since 1962. Unlike other full service accounting firms, Glass Jacobson offers a sophisticated investment approach to help their clients optimize the wealth generated with the assistance of our tax and accounting services. 

Glass Jacobson works with almost 50 401k plans with assets in excess of $138,000,000. They are an industry leader in participant education with their 401k education tool 401kbuddy™.  Glass Jacobson is passionate about using creative solutions to engage participants and facilitate change in employee's savings behavior.