BFC Weekly Recap: Hidden 401k Fees, Forgotten Accounts, and a Mortgage Shortcut

In this week’s recap, Ralph Estep Jr. and Juliet look at why your Social Security raise is smaller than the headline, plus the 401(k) fees most people never see.

In This Episode

✓ Social Security goes up 3.6%, and what Medicare Part B may take back

✓ The viral $200 Social Security bonus is not real

✓ 401(k) fees, forgotten retirement accounts, and a bank text scam

✓ Biweekly mortgage payments and starting to invest early

✓ Inherited IRAs, stepped-up basis, and leaving a plan for your family

If you have ever wondered where your money quietly disappears each year, this recap gives you plenty to check.

Resources

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