The disappearance of pensions and defined benefit plans by employers has placed the burden of retirement planning on individuals via a 401(k), 403(b) or 457 plan with limited fund options and very little support. Neil Nakagawa, AIF® Vice President of the West Region for The Pacific Financial Group joins us to review the benefits of a Self-Directed Brokerage Account (SDBA) that expand the investment options available to employees, more control, and professional money management. More and more companies are offering SDBAs to employees. If you are interested in finding out more, listen to this podcast, and then reach out to our team.
Neil Nakagawa, AIF® Vice President of the West Region for The Pacific Financial Group joins us to review the benefits of a Self-Directed Brokerage Account (SDBA) that expand the investment options available to employees, more control, and professional money management. More and more companies are offering SDBAs to employees. If you are interested in finding out more, listen to this podcast, and then reach out to our team.
Listen to the show- CLICK HERE
As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to victor@techgirlfinancial.com. We also encourage you to find us on Facebook and Instagram and connect with our team on LinkedIn.
Episode Links:
- Schedule a chat with the TechGirl Financial Team
- Contact us
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor. TechGirl Financial™ and Cambridge Investment Research, Inc., are not affiliated companies.
Discussions in this show should not be construed as specific recommendation or investment advice. Always consult with your investment professional before making important investment decisions