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Vesting: What Is A Vesting Schedule

Peter Mallouk Portrait

Peter Mallouk

Peter Mallouk and his guest, Mark Pratt, discuss the difference between vested and non-vested assets in your retirement account. Listen in to learn how vesting works and how it may affect you when and if you leave an employer.

The 411 on 401(k), hosted by Creative Planning President Peter Mallouk and the Creative Planning 401(k) advisory team, is an informed discussion aimed at answering the many questions participants may have about their retirement accounts. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

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More Episodes

Proactive Moves During a Bear Market

This week, John examines proactive tax, estate and financial planning moves that are fully within your control and more effective to execute during a bear market. Plus, Creative Planning Private Wealth Manager Dr. Dan Pallesen is back with John to talk about status quo bias and how it can negatively impact our financial decisions.

Get your FREE Wealth Path Analysis:
https://creativeplanning.com/offer

Lemons Into Lemonade

This month, Peter Mallouk and Jonathan Clements discuss how we ended up with high inflation, how stocks and bonds might fare in the decade ahead and how investors can benefit from today’s market turmoil.

Finding Contentment With Your Money, Regardless of Circumstances

This week, John shares five steps to finding contentment with your money, regardless of your current circumstances. Plus, Creative Planning’s Director of Tax, Candace Varner, CPA, joins John to talk about health savings accounts (HSAs), one of the most underutilized tax benefits available.

Read more on properly planning for longevity:
https://creativeplanning.com/insights/are-you-properly-planning-for-longevity/

Read more on the overlooked benefits of health savings accounts (HSAs): https://creativeplanning.com/insights/four-overlooked-benefits-of-health-savings-accounts-hsas/

Five Common Investor Mistakes and How to Avoid Them

This week, John shares five common investor mistakes and how to avoid them as well as the two most important action items to lead you into financial success. He’s also joined by Estate Planning Attorney Jerry Bell, JD, for a discussion on taking care of loved ones with special needs.

Read more about determining who should inherit your wealth:
https://creativeplanning.com/insights/determining-who-should-inherit-your-wealth/

Read more on the five considerations for choosing a special needs trustee: https://creativeplanning.com/insights/how-to-choose-a-special-needs-trustee-5-considerations/

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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Providing financial peace of mind across the globe

$225

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Combined assets under management & advisement as of December 31, 2021