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Amazon Employee Investment Strategies - Missional Money Podcast

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Manage episode 373565102 series 3399506
Content provided by Jim Munchbach. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jim Munchbach or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Amazon Employee Investment Strategies

Hey Amazon employees, welcome to an enlightening episode of The Missional Money Podcast. Today, we're exploring Amazon 401k Optimization Strategies with an eye on maximizing returns and minimizing risk. Back in 2019, Nick had $100,000 invested solely in the VANGUARD TARGET 2040 Blended Fund. However, after meeting with me (Jim Munchbach, CFP® Professional, for a quick Financial Planning Review, I suggested that Nick consider putting a couple of my favorite investment strategies to work in his Amazon 401k plan. I wanted to test my marketing team with our new army of AI soldiers (too many to list here in this post, much more to come in future posts about AI and the AI Tools we use at BayRock Financial).

Watch this Video in YouTube!

  continue reading

16 episodes

Artwork
iconShare
 
Manage episode 373565102 series 3399506
Content provided by Jim Munchbach. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jim Munchbach or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Amazon Employee Investment Strategies

Hey Amazon employees, welcome to an enlightening episode of The Missional Money Podcast. Today, we're exploring Amazon 401k Optimization Strategies with an eye on maximizing returns and minimizing risk. Back in 2019, Nick had $100,000 invested solely in the VANGUARD TARGET 2040 Blended Fund. However, after meeting with me (Jim Munchbach, CFP® Professional, for a quick Financial Planning Review, I suggested that Nick consider putting a couple of my favorite investment strategies to work in his Amazon 401k plan. I wanted to test my marketing team with our new army of AI soldiers (too many to list here in this post, much more to come in future posts about AI and the AI Tools we use at BayRock Financial).

Watch this Video in YouTube!

  continue reading

16 episodes

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