OpenZenTalks

OpenZenTalks


Zen Finance #2: 10 things to know about personal finance, 401K fees, and more

November 02, 2023

Hi everybody,


  1. Register now for the Zen Parenting 2024
  2. Do you know there is a private feed for all Zen Talks so you can easily access all Zen Talks on your phone?  Instructions can be found here.
  3. Click here to catch the video of Zen Finance #1  or listen on the podcast app from your phone.
  4. Let me know if you’d like to be added to this micro-community

Keep on truckin’!


Todd+Cathy


Discussion & Time Stamps


0:00 Centering/Intro/Check-in

11:14 The Index Card: Why Personal Finance Doesn’t Have to Be Complicated

14:40 Individual stocks vs mutual/index funds

21:16 Taxes

34:49 401 K fees

44:32 Wash sale rules

45:37 Business revenue for managing 401k plans

52:22 Advocate for 401k fees