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For many people, retirement saving feels simple: contribute to the 401(k) and call it a day. But what happens when you want to save more than that? Scott explains how to think about saving and investing outside a workplace plan and why a good strategy includes more than just your retirement account. He also walks through the financial “order of operations,” and how to think about building a broader portfolio that supports both long-term growth as you near retirement.

Here’s some of what we discuss in this episode:

✈️ Beyond The 401(k): Other ways to build wealth

📈 Brokerage Accounts: Flexible investing without contribution limits

🎯 Savings Goals: Match accounts to future needs

🧠 Portfolio Mindset: Manage wealth across all assets

📋 Financial Order: Prioritize saving and investing decisions

Resources:

Our website: https://retireairlines.com/

Phone: (419) 314-4139

Schedule an introductory call: http://callosborn.com/

Check us out on YouTube: https://www.youtube.com/channel/UC_hNGqqVjqgtuoYZlu9i4yQ