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The Money Guys Help us Escape Our 401k Tax Trap
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In this special episode of the BiggerPockets Money Podcast, Mindy Jensen and her husband Carl head to The Money Guy Show studio for a comprehensive portfolio review with Brian Preston and Bo Hanson. After years of maximizing traditional 401(k) contributions to reduce their tax bill, they've built substantial wealth, but now they're asking an important question: Have they fallen into the middle class trap? Together, they break down Mindy and Carl's investment portfolio, retirement accounts, tax strategy, and long-term financial plan to determine whether they're on the right path. Whether you're pursuing FIRE, planning for early retirement, or looking to optimize your portfolio, Brian and Bo…