Timothy Plan Ad Voice

Yeah, I got you.

Hi, thanks for taking my call.

Hi, thanks for taking my call.

Hi, thanks for taking my call.

Yep. So I'm age 31 and, uh, currently married, no kids yet, but that's coming up around the corner, maybe a year out. Um, I'm currently on baby step four, I've been saving for retirement and, um, had a luck of fortune or strike a fortune. Uh, in the past year, I've been investing in a brokerage account for a 401k and, uh,

Yep. So I'm age 31 and, uh, currently married, no kids yet, but that's coming up around the corner, maybe a year out. Um, I'm currently on baby step four, I've been saving for retirement and, um, had a luck of fortune or strike a fortune. Uh, in the past year, I've been investing in a brokerage account for a 401k and, uh,

Yep. So I'm age 31 and, uh, currently married, no kids yet, but that's coming up around the corner, maybe a year out. Um, I'm currently on baby step four, I've been saving for retirement and, um, had a luck of fortune or strike a fortune. Uh, in the past year, I've been investing in a brokerage account for a 401k and, uh,

That's a growing actually to just shy of a million dollars in the span of a year. Whoa. Really, really lucky. What are you invested in? COVID recovery and some technology growth. And I was very fortunate there.

That's a growing actually to just shy of a million dollars in the span of a year. Whoa. Really, really lucky. What are you invested in? COVID recovery and some technology growth. And I was very fortunate there.

That's a growing actually to just shy of a million dollars in the span of a year. Whoa. Really, really lucky. What are you invested in? COVID recovery and some technology growth. And I was very fortunate there.

Two years ago, it was about 50 or 60K.

Two years ago, it was about 50 or 60K.

Two years ago, it was about 50 or 60K.

So being on Baby Step 4 and having this locked in a 401k account, I'm trying to understand how can I use this to looking forward ahead to Baby Step 5 and 6? It is still, you know, it's in a 401k account. I understand mathematically it makes sense to keep it in there, but psychologically using that net worth towards some freedom.

So being on Baby Step 4 and having this locked in a 401k account, I'm trying to understand how can I use this to looking forward ahead to Baby Step 5 and 6? It is still, you know, it's in a 401k account. I understand mathematically it makes sense to keep it in there, but psychologically using that net worth towards some freedom.

So being on Baby Step 4 and having this locked in a 401k account, I'm trying to understand how can I use this to looking forward ahead to Baby Step 5 and 6? It is still, you know, it's in a 401k account. I understand mathematically it makes sense to keep it in there, but psychologically using that net worth towards some freedom.

I'm curious on your thoughts there, what makes sense and when it makes sense to tap that resource.

I'm curious on your thoughts there, what makes sense and when it makes sense to tap that resource.

I'm curious on your thoughts there, what makes sense and when it makes sense to tap that resource.

It was, and I've diversified that out to kind of lock in.