The Step-By-Step Guide To Your 401k Plan
4.5 (534 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
18,424 students enrolled

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
Highest Rated
4.5 (534 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
18,424 students enrolled
Last updated 1/2017
English [Auto-generated]
Current price: $69.99 Original price: $99.99 Discount: 30% off
5 hours left at this price!
30-Day Money-Back Guarantee
This course includes
  • 1.5 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll 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
  • Know how much your employer contributes to your 401k
  • Have access to your online 401k account (optional)

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 this course is for:
  • If your employer provides 401k plans to their employees (required*)
  • 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
Course content
Expand all 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

Check out our calculator that shows you how much free money you're missing out on in your 401k:

"Free Money" Calculator

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

The questionnaire shown in this video will help match you with an investor type and potential asset allocation. Find the questionnaire at:

What type of investor are you? Find out!
+ 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

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

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

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

The Proven Strategy

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
+ 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

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

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)

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
+ Section 4: Enrolling In Your Plan/Making Changes
2 lectures 09:02
Enroll/Make Changes (Email Templates)
Bonus Lecture: Other Resources + 401kbuddy At Your Company