Schedule a free 30-minute call about your 401(k)
A no-pressure conversation with Zac Murphy, CFA, CFP®. Bring your questions about how your plan works, where it fits in the bigger picture, and what to think about as you plan for retirement.
What we can talk about
- Cash flow and budgeting: how much you can realistically save and where it should go first.
- Tax planning concepts: the differences between traditional and Roth contributions, and how different account types are taxed.
- Retirement readiness: how to think about retirement income targets and whether your current savings rate is on track.
- How your 401(k) plan works: match optimization, vesting, plan features like self-directed brokerage windows, and rollover considerations.
- Your broader financial picture: how the 401(k) fits alongside other accounts and goals.
This is an educational conversation. We discuss frameworks and concepts so you can make informed decisions.
Pick a time
Pick a 30-minute slot that works for you. You will receive a calendar invite with a Google Meet link.
Schedule Your CallOpens in a new tab
Important disclosures
Waterfall Planning LLC provides financial planning education. Conversations on this call are educational in nature and do not constitute personalized investment, tax, or legal advice, nor a recommendation to buy or sell any security. Information shared is for general educational purposes and may be incomplete or out of date relative to your specific situation.
Submissions are subject to our Privacy Policy.