#049: Are you looking for more control and higher returns for your retirement account?

SHOWNOTES

1:12 – Welcoming Robb back to the show and some of his background in investing.

1:42 – Laying out the topic for the day – options for passive investors.

2:19 – Robb’s broad overview for passive investing options.

5:07 – His take on the advantages and disadvantages between equity funds and lending funds as well as the option of hybrids.

7:31 – Diversification and capital efficiency in these situations.

8:32 – More benefits and details on diversification and capital efficiency .

13:34 – Considering the time involved with taking things on a project-by-project basis as opposed to taking a more passive approach and using something like an investing fund.

15:36 – Approaching these options from a retirement account perspective and how that changes things; differences when using a self-directed retirement account.

20:43 – Background on the processes for making changes in retirement accounts.

23:21 – Information on other regulations on making these kinds of transfers.

25:20 – Advice for someone with a 401(k) from a previous employer.

27:42 – Who may be the person to contact to make transfers with 401(k) accounts.

29:06 – Getting in touch with Robb and his thoughts on solo 401(k) accounts as well as other alternatives.

32:29 – Things that Robb recommends looking for in funds and fund managers.

34:523 – Robb’s parting thoughts on retirement plans.

Resources and Links Mentioned:

Episode #027 with Robb

Connect with Robb:

Good Steward Capital

Good Steward Insights

Facebook

Email

Contact Tom at tom@tombraegelmann.com or feedback@tombraegelmann.com