Want to get the most of your 401(k)? Get tips, tactics, and more on how you can keep your investments simple, low maintenance, and effective! 

This post may contain affiliate links. Please read my full disclosure for more info. 

Reviewing Your 401(k)s

During this break with the podcast, I was catching up on a few things, one of which was open enrollment.

Every year my husband gets a huge packet from H.R. and we sit down and we go over all of our options with health insurance, dental, disability, and retirement.

This was probably the most financially adult conversation we have because …..have you seen those things?

It’s pretty dry and yawn inspiring. (Cure for insomnia right there!)

It’s a lot of information and options to review and I see the temptation to just say yes to the default and be done with it.

But that’s not the way to go.

Learning to Maximize Your Retirement with Your 401(k)s

I’ve been getting your e-mails and really appreciate the questions that you have.

From what you’ve been telling me you want to get the most out of your benefits. I understand.

You guys work hard and you want your money to do the same thing, especially with your 401k.

It’s just there’s a huge information overload and it’s easy to get caught in the mess and not be sure how to actually do it.

Today we’re going to give you a leg up.

Chris Costello, financial planner and blooom co-founder (a handy tool to manage your 401(k)) has some great stories, tips, and takeaways to get you two started.

Last month they sponsored a Marriage and Money Workshop and we had a blast! I had to share with you some of the highlights.

In this episode, we’ll get into:

  • why you want to invest in your 401(k)
  • how your 401(k) fits in with the big picture
  • how to get the most out of your 401(k) contributions

Hope you enjoy!

If you want to hear another episode on being effective and efficient with investing (without the jargon)?

Check out my interview with Michael Piper, certified financial planner and personal finance author.

Resources for Smarter Investing

If you want to learn more about index funds and/or investing, here are some resources to check out:

Jumpstart Your Marriage and Money Course

Want to give your marriage and bank account a boost? Pick up Jumpstart Your Marriage and Money course.

Jumpstart focuses on the big wins including earning more. Get LIFETIME access to a four-week course design to help you:

  • Stop fighting about money and create a budget that you BOTH LOVE
  • Automate your money
  • Pay off your debt faster
    Plus more!

You can get lifetime access here. 

Music Credit

Like the music in this episode? Our theme song is by Gentle Regime. Additional music by Lee Rosevere and Logan from Music for Makers in this episode.

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About Elle Martinez

Elle Martinez helps families at Couple Money achieve financial freedom by sharing tips for reducing debt, increase income, and building net worth. Learn how to live on one income and have fun with the second..

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