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Peter Welsh aka 401kGuy
A career expert on all matters retirement. If you have questions or concerns about your own readiness, please give me a shout!
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Peter Welsh aka 401kGuy 17h
Many companies learned to work faster and manage better during the pandemic. Here's how to make sure those changes last.
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Peter Welsh aka 401kGuy Jul 31
On the journey to start your own ? Here are 7 things you should know when becoming an entrepreneur!
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Peter Welsh aka 401kGuy Jul 30
The My CFO Series® is at the heart of our Private Client platform. It overcomes the 4 challenges of building, & also gives you a financial model that adapts as your life changes & monitors your financial health daily. Learn more today!
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Peter Welsh aka 401kGuy Jul 29
The Covid-19 pandemic has made huge numbers of people unemployed. Several new programs are emerging to help these people enter the world of . Learn how you can turn into entrepreneurship here!
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Peter Welsh aka 401kGuy Jul 28
When should I take ? This question depends on the individual, but you can claim Social Security at 62 years old. Contact us today to get expert advice on when the best time would be to claim for you!
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Peter Welsh aka 401kGuy Jul 27
Of all the things business leaders have learned during the COVID-19 pandemic, the most important aspect of leadership is communication. Here are 3 leadership keys to support your team through a crisis!
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Peter Welsh aka 401kGuy Jul 24
Companies must encourage the participation of all employees in cross-functional teams tackling issues & openings identified through . Learn more here!
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Peter Welsh aka 401kGuy Jul 24
How long will my retirement last? When it comes to answering this question, there are many variables at play that can affect your retirement savings. Let's talk more today!
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Peter Welsh aka 401kGuy Jul 23
Retirement Savings and Emergency Savings - One Needs the Other -
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Peter Welsh aka 401kGuy Jul 23
How much should I for ? This is one of the more common retirement questions. The amount you need depends on how you want to live out your retirement & how much you're planning on spending. Let us help you plan today!
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Peter Welsh aka 401kGuy Jul 20
Whether you're managing a team of 15 or 1,500, the crisis has stretched the bounds of our workplaces and demanded that every professional think outside the box. Learn more here!
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Peter Welsh aka 401kGuy Jul 17
Were you aware that 68% of parents are worried about paying for college amid Covid-19? Find out why here!
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Peter Welsh aka 401kGuy Jul 16
: What should a financial plan include? A has many elements: Investment Plan, Risk Management, Retirement Plan, Estate Plan, & etc. If you'd like to learn more & get started on creating a financial plan - reach out today!
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Peter Welsh aka 401kGuy Jul 15
How can we expect to show up & be inclusive leaders in our workplaces if we live the majority of our lives in communities surrounded by people who only look like us? Inclusive leadership starts with your social circles. Bunch
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Peter Welsh aka 401kGuy Jul 14
FAQ: What should I look for in a financial advisor? You need a trusted financial advisor that is going to educate, guide and counsel you to achieve your full financial potential. And that's what Jarred Bunch does. Let's talk today!
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Peter Welsh aka 401kGuy Jul 9
FAQ: Why do I need a Financial Plan? Creating a financial plan will help you form a clear pathway to achieving your short-term and long term goals in life. Map out your financial plan with us today!
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Peter Welsh aka 401kGuy Jul 8
Now, more than ever, is the time to lead with purpose, empathy and hope to create a better future for your company. Here are 9 ways you can lead your team into an unpredictable future.
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Peter Welsh aka 401kGuy Jul 7
401k Plan Audited?  Think All is Good?  Maybe Not. -
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Peter Welsh aka 401kGuy Jul 7
Looking to save ? Set a few goals. Think of some things you'd like to save up to buy: a car, house, wedding, etc. Then, decide how much you'll need to for it. Need more financial advice? Reach out to trusted CFP today!
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Peter Welsh aka 401kGuy Jul 6
Are you open to opposing viewpoints? Check out these strategies you can use right now to open yourself up to different ideas and reap the benefits of critical thinking.
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