Not Your Average Financial Podcast™

Not Your Average Financial Podcast™


Episode 355: The Ultimate 401(k) Upgrade – Tax-Free Income and Market Protection

June 21, 2024

In this episode, we ask:



  • What is finite?
  • How do we solve that problem?
  • What can be converted into a lifetime stream of income?
  • Is there a stream of income that you cannot outlive?
  • Would you like to hear Episode 354?
  • How can you get through your retirement without coughing up a third of your income into taxes and fees?
  • What about the allegory of the cave?
  • What about the fear of change?
  • Who has a 401(k)?
  • Did you know…?
  • What could take about half of your life savings away?
  • Are you one of the lucky ones?
  • Would you like to hear Episode 79?
  • How much would one have after taxes and fees?
  • How much could one take per month?
  • What about another way?
  • What if one could spread it out slowly?
  • What happens in systematic withdrawal?
  • What are some possibilities?
  • Who would like to preserve the wealth?
  • How about an example?
  • What about annuities?
  • What about fun?
  • What would you rather have?
  • Would you like to meet with Mark?


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