My401Kadvice

04/30/2026

https://www.my401kadvice.com/blogs/the-easy-button-for-your-portfolio-professional-management-for-busy-americans

Do you ever open your retirement account portal and feel like you’re trying to pilot a space shuttle? Too many buttons. Too many charts. Way too much jargon. That feeling? That is 401k Frustration !

03/15/2026

Dear Financial Advisors:
If you are advising your “held-away” 401(k) plans using Post It notes…we need to TALK.

Are you:

• Manually reviewing participant data like it’s 1985?
• Manually mapping your models with Excel spreadsheets?
• Worried that your clients will turn to ChatGPT for their 401k advice since it is instantaneous?

Join my next Coffee and Confidence and let’s get you up to speed on how you can beat AI so you can breathe again.

Link in comments

03/09/2026

If AI is already in the 401(k) conversation with your clients, you want to be in the driver’s seat — not a passenger.

Join our webinar on ChatGPT giving 401(k) advice to your clients and the ticking time bomb and learn how to:

🤖 Beat AI without sounding like a robot
📊 Turn your unique investment strategies into clear advice for your clients
🚀 Actually look smarter (without working 12 extra hours)

Save your seat using the link in the comments field.

01/26/2026

If you want your Mondays to look like this, you need to make sure you properly manage your 401(k) plan now!

(Which we can help you do for less than a dollar a day!!!)

01/21/2026

Advisers, if this describes your clients, they should be getting your professional and ongoing advice for their 401(k) assets.

We make it easy (and compliant)!

01/21/2026

If this describes you, you’re old enough to care about your 401(k).

Get professional, ongoing advice on how to manage your plan for less than $1 per day!!

12/29/2025

Our 401k advice is programmed by an adviser whose birth year starts with “19”!! lol
Tell your friends!!

11/29/2025

Happy Small Business Saturday!

Today’s all about celebrating the dreamers, doers, and local legends who pour their hearts into every product, service, and smile.

Behind every small business is a big story — of late nights, bold ideas, and relentless passion.

So whether it’s your favorite coffee shop, local boutique, or that one-person startup changing the game — show them some love today (and every day).

Tag your favorite small business below!

11/27/2025

Happy Thanksgiving!!! 🦃 🍗 🦃 🍗

Today’s not just about turkey, football, or that one family member who insists on “just one more photo.” 📸 It’s about taking a moment to slow down, breathe, and be grateful — for good people, good food, and the little things that make the big things possible.

Wherever you are, may your plate (and your heart) be full.

11/23/2025

Happy National Espresso Day! ☕ ☕ ☕

Today we celebrate the tiny cup that fuels big ideas, late-night projects, and “just one more email.” Some call it caffeine. We call it motivation in liquid form. Whether you take it straight, double-shot, or pretending it’s “decaf” — raise your cup to the real MVP of productivity.

What’s your espresso order? (No judgment… unless it’s decaf)