Today's guest, Morgan, started investing through her company's 401(k), where she had little input into which stocks were chosen for her portfolio. Now, she has the reins and wants to see how she can make her portfolio more strategic and lucrative. Magnifi helps Morgan analyze her portfolio, and generate other investing options that could have more returns.

If you want to check your own retirement progress, have your very own chat with Magnifi and download the Magnifi app at moneyassistant.com.