This course will help you come up with a simple plan to reach retirement using your 401k plan.
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
This Step-By-Step Course
PLUS!!! Bonus material to help you even further
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).
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.
What is a 401k and why should you enroll? I'll break it down for you in this white-board animation video.
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.
Check out our calculator that shows you how much free money you're missing out on in your 401k: udemy.401kbuddy.com/free-money
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.
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
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.
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.
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.
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!
Learn how to turn $1,000 into $100,000! It's a proven strategy you won't want to miss.
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.
Now it's time to work on your investments in your 401k. This video will give you a quick overview of section 3.
Target date funds are the most simple option, as they get safer over-time and are chosen based on your retirement age.
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.
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.
-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
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 Abell, Creator and Co-Founder of 401kbuddy, Wealth Advisor at Glass Jacobson Financial Group
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.