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UdemyPersonal FinancePaid courseBeginner levelCertificate

The Step-By-Step Guide To Your 401k Plan (Udemy.com)

How Much To Save, Which Investments To Choose, and a Simple Plan To Reach Retirement Using Your 401(k) Plan

Created by: Austin Abell

Last updated January 2017

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What you will learn

  • Have confidence about enrolling in your 401k
  • Receive all the "free money" provided by your employer
  • Avoid common mistakes made by employees
  • Have confidence your 401k is set up to suit your needs
  • Come up with a simple plan to reach your retirement goal
  • Decide between Roth or Traditional 401k contributions
  • Choose appropriate investments in your 401k

How it compares

Against the other 33 rated Udemy courses in Personal Finance on CourseDuck:

  • Rating4.3 out of 5higher than 15% of them
  • Reviews1,107#8 of 34 by number of reviews
  • Length1.3 hoursshorter than 87% of them
  • Last updatedJanuary 2017earlier than 100% of them

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Course Description

This course will help you come up with a simple plan to reach retirement using your 401k plan.

  • Should you enroll? 
  • How much should you save? 
  • Which investments should you choose? 
  • Pre-tax or Roth?
  • How do you get all the free money offered to you by your employer?

Getting these answers wrong could cost you 100,000's of dollars!

Enrolling in this course could be one of the best financial decisions you'll ever make.

We will walk you through the whole process of enrolling and maximizing your 401k using easy to understand white-board animation videos.

You will learn why you should care about your 401k, how much to save, which investments to choose, and how to get all the free money your employer is offering you.

What makes me qualified to teach you?

Before working at Glass Jacobson Financial Group, I assisted over 10,000 Millionaires with their investments while working in the High-Net Worth Department at one of the worlds largest financial services companies. Through those conversations with investors I refined my ability to simplify complicated investment topics into easy to understand steps. 

Prior to that, I co-built a series of technology focused education sites that have generated over 5 Million users and 25 million page views.

Combining my background in web based education with my passion for investment education, I developed (along side a team at Glass Jacobson), a video based 401k education tool called 401kbuddy.

At Glass Jacobson Financial Group we use 401kbuddy with individual companies, but we also wanted to reach the students on Udemy by building a course to help them with their 401k plans (regardless of where they work).

Typical 401k Education

  • Boring powerpoint presentation
  • Complicated language and graphs
  • 100 page booklet that makes you want to cry
  • Information that leaves you with more questions than answers

This Step-By-Step Course

  • Uses short whiteboard animation videos
  • Simplifies the entire 401k process
  • Is taught using simple terms (without the crazy graphs)
  • Answers the most important questions
  • Walks you step by step through enrolling
  • Helps you make sure you are on track to retire
  • Gives you a calculator to make sure you're not missing out on any free money
  • Addresses misconceptions about investing
  • Gives you the foundations you need for successful investing
  • We'll even help you find suitable investments!

PLUS!!! Bonus material to help you even further

  • Free access to a custom built 401kbuddy for Udemy site that walks you through choosing investments in your 401k
  • Unlimited use of our matching calculator to see how much free money you're missing out on from your employer (and how to get that free money)
  • Access to our Investor Questionnaire to help you see what type of investor you are, and some guidance on how to choose investments

AND REMEMBER… we offer a full money back guarantee, just as long as you request it within 30 days of purchasing the course.

Go ahead, click the "Take This Course" button. Why not? You’ve got nothing to lose (and potentially $100,000's of dollars to gain).

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Instructor Details

Austin Abell

-Creator and Co-Founder of 401kbuddy™

-10,000's of conversations with millionaires which helped refine my ability to simplify complicated investment concepts

-Co-built technology education sites that have attracted +5 Million users and +23 Million page views

-Millennial who knows how to engage and educate other Millennials

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Hi guys! 

My name is Austin Abell and I am the Creator and Co-founder of 401kbuddy, a web-based 401k education program that uses white-board animation videos to walk employees through the process of enrolling in their 401k.

A little background . . . I worked at one of the largest financial services companies in the world in their high-net worth department, and assisted the investors who had more than $1 Million in assets. I had over 10,000 conversations with investors and was able to refine my ability to take complicated financial topics and communicate them in a way that others could understand. It was extremely rewarding to see many investors' eyes open for the first time to a new and better way of investing and thinking about their wealth.

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Reviews

4.3

1,107 ratings on Udemy

Select a bar to show only those reviews.Select the bar again to show every rating.

By Anonymized User on 10/23/2023

The main issue with the course is that none of the provided links work, and many of the lessons are dependent on your results from these exercises. The information itself was good, although I probably could have found something similar on Youtube.

By Anonymized User on 2/22/2023

This is a great learning to get the basic idea of Retirment investment plan. And also, its nicely described about why investment is important. Much recommended to go for this course to accelerate your knowledge about investment.

By Nikile Njovu on 7/26/2021

This is a good course if you are completely ignorant about how 401K plans work or are looking for information about how to strengthen your plans. The course describes the types of investments possible and their comparative advantages.

By Anonymized User on 1/6/2021

I liked the content of this course as I'm a complete beginner. I really did not like how unbiased this course was, it was pushing a product to sell to you the whole time. It's hard to take what the presenter is saying seriously when he is profiting off of you choosing to use his product. It would have been nice to present the information and then say in a single video that if you a person needs additional assistance, this resource is available.

By Gino Biondi Gala North America Inc. on 12/20/2020

Simple to understand & engaging. Thanks!

By Xiqiang Hong on 11/7/2020

Good class!

By Dorothy Connors on 10/7/2020

Easy to understand and basic. Good for younger investors getting started with a 401K. Based on the lessons learned from the year 2020, I don't think some of the recommended investment percentage allocations are smart. It also doesn't explain expense ratios and what to watch out for with mutual funds or how to choose them. Overall a good course though.

By Patricia Martinez on 10/5/2020

Really informative

By Evelyn Rivas on 10/1/2020

Excellent course. Lectures were easy to understand for someone who knows nothing about investments. Loved it!

By Anonymized User on 9/23/2020

Easy to understand and basic. Good for younger investors getting started with a 401K. Based on the lessons learned from the year 2020, I don't think some of the recommended investment percentage allocations are smart. It also doesn't explain expense ratios and what to watch out for with mutual funds or how to choose them. Overall a good course though.

By Amaranta Quintero on 9/20/2020

Short videos are good so it doesnt get boring! Super helpful and breaks down complex topics.

By Sally Himes on 9/14/2020

Good match

Showing 12 of 84 reviews

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Overall Score : 86 / 100