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Category: 401K

401K

5 Financial Health Checkups

Posted on April 30, 2025 By greg
5 Financial Health Checkups
401K, Investing, Net Worth

As we head further into economic uncertainty and potential recession, it is a great time to do a Money Viking financial health check. Building wealth is often seen as a long-term goal that requires smart planning, discipline, and consistent action. Just like physical health, your financial well-being depends on regular “checkups” to make sure you’re … Read More “5 Financial Health Checkups” »

What are Money Vikings Doing in this Market?

Posted on April 24, 2025 By Jerry
What are Money Vikings Doing in this Market?
401K, Investing

In this video, Money Viking G (Greg) discusses why the best investment strategy for middle-class investors might be to do nothing, especially during turbulent times. Here’s a breakdown:

Investing in 40’s & 50’s (the good news)

Posted on October 5, 2024 By greg
Investing in 40’s & 50’s (the good news)
401K

Check out this video for concepts to consider when investing in your 40’s and 50’s:

Buying More SCHD Stock (Schwab US Dividend Equity ETF)

Posted on October 4, 2024 By greg
Buying More SCHD Stock (Schwab US Dividend Equity ETF)
401K, Dividends

In this video I do an overview of Schwab US Dividend Equity ETF:

Resilient Portfolio for Recession

Posted on September 6, 2024 By greg
Resilient Portfolio for Recession
401K

It is that time again to bring out the old R word, Recession. One of the main messages we convey from our research is that for many people recession is opportunity. If you are able to keep employment going, it is actually usually a good time to acquire assets at a discount. Check out an … Read More “Resilient Portfolio for Recession” »

Money Moves for 2024

Posted on February 17, 2024March 2, 2024 By greg
Money Moves for 2024
401K, Investing

My Top 3 Money Moves for 2024

Atomic Habits Summary: Are You Getting 1% Better?

Posted on December 31, 2023December 31, 2023 By greg
Atomic Habits Summary: Are You Getting 1% Better?
401K, Health, Investing, Psychology

Atomic Habits Summary: During the holidays I try and set aside a little time for some reading. Being a Money Viking I gravitate to investing books or just general books about self improvement. My goal is to then test and try some of the new information in the new year. This holiday I picked up … Read More “Atomic Habits Summary: Are You Getting 1% Better?” »

Santa Claus Rally 2023 Ho Ho Ho Ho! 3 Lessons and takeaways

Posted on December 22, 2023December 23, 2023 By greg
Santa Claus Rally 2023 Ho Ho Ho Ho! 3 Lessons and takeaways
401K, Investing

Santa Claus Rally 2023 – Ho Ho Ho! 3 lessons and takeaways: Never Bet against the US, Have a Well Constructed Portfolio and Time in the Market is better than Market Timing.

Fear is Our Friend Investing

Posted on October 29, 2023October 29, 2023 By greg No Comments on Fear is Our Friend Investing
Fear is Our Friend Investing
401K, Dividends, Education, Psychology, Real Estate

Fear is our friend when investing! But before I explain why fear is our friend right now as logical and well balanced investors, let me first describe an investing environment: Imagine a time when many people had extra cash laying around and access to online investing tools. Money was being thrown at all the new … Read More “Fear is Our Friend Investing” »

Win With The Money Vikings Dividend Portfolio (5 Ways)

Posted on September 4, 2023December 31, 2023 By Jerry 10 Comments on Win With The Money Vikings Dividend Portfolio (5 Ways)
Win With The Money Vikings Dividend Portfolio (5 Ways)
401K, BEST OF (MV CLASSICS), Dividends, Investing

Ever wonder what an ideal dividend portfolio would look like that can grow through all market conditions? I use a particular portfolio allocation . . .

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