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Screwdriver or Butterknife – Episode 130: Purpose with Mark Bertrang, Author/Investments Don’t Hug
Manage episode 355512542 series 2796970
コンテンツは Mark Bertrang によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Mark Bertrang またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
Have you ever found yourself needing to tighten a screw, but you couldn’t find a screwdriver? Admit it. You went to a kitchen drawer and pulled out a butterknife, didn’t you? Once the project was complete, you probably returned the knife to the drawer slightly bent at its tip, because a butter knife isn’t a screwdriver. Would you have consider buttering a piece of bread with a screwdriver? Let’s hope not. Here’s the thing – Use the correct tool for the correct purpose. I see this time and time again with people who tell me that their 401k or their IRA is a retirement plan. Neither is a plan. They’re both accounts, a place to accumulate money. In fact, there are many advisors who spend countless hours working with these products to try and create a retirement plan and I’ve met many attorneys who try to coordinate ways of alleviating the problems associated with these retirement accounts to correct estate planning problems or mistakes. You may believe that your account is a plan. You may also believe that a butter knife is a screwdriver. Neither is.
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