My good buddy Klodian finished up 8 years as a consultant for Deloitte. He is a triple major CPA with a ton of experience looking to make his next move. As a pro elite Ironman triathlete he knows how to push it and not take no for an answer. I was fascinated to hear how he managed his 401(k). It seems the larger the plan the less personal touch there is. I'm working to change that and improve how experienced and educated employees like Klodian deserve more to help with retirement planning.  

Connect with Klodian here:

Linkedin: https://www.linkedin.com/in/klodian-mitri-cpa-99088092/

Insta: https://www.instagram.com/klodiangosling/

Also don't miss out on the next (k)lub Sesh on July 17th . We are covering recordkeeper due diligence.  https://www.401jake.com/sesh