1 hr

401K Dilemmas and what to do when you change jobs Wealth Minded MD

    • Education

Unlock the secrets of managing 401Ks! In this episode, learn how to handle your 401K during job transitions and uncover expert tips to navigate the nuances of personal finance decision-making. If you're wondering what to do with your account, tune in to discover practical strategies to optimize your retirement savings and craft a prosperous financial future!

 

[00:02:38] Brittne's supermom shuffle conquering daycare spring sickies with her kids

[00:15:09] Lisha’s mistake of not verifying which physicians were in-network before scheduling a doctor’s appointment

[00:21:36] Why doing nothing with your 401k might be an option when transitioning employers

[00:25:46] 401k Crossroads: The Roth IRA Conversion Route

[00:34:51] Navigating more options with rolling over 401Ks 


[00:49:04] Exit strategy: The 401k cash-out conundrum

[00:50:22] Wealthy Wonders: Managing traditional IRA balances and pro-rata concerns

[00:54:50] Weddings, Baby Showers, and Home Furnishings

 

If you want to listen to our discussion about the Roth IRA, tune in to One investment account you should consider.

 

🎉This episode is sponsored by PearsonRavitz - Helping physicians protect their most valuable assets.

 

Got money questions you'd like us to tackle on our next segment of Wealthy Wonders? Visit our page to submit your query.

 

Be sure to go to our website to join the Wealthy Minds Community and download a FREE copy of our Wealthy Minds Starter Kit.

 

Don't forget to rate and review the show to help others discover us! When you do, you'll have a chance to win a free drink on us.

 

Wishing you a fantastic week ahead and happy wealth building!

Unlock the secrets of managing 401Ks! In this episode, learn how to handle your 401K during job transitions and uncover expert tips to navigate the nuances of personal finance decision-making. If you're wondering what to do with your account, tune in to discover practical strategies to optimize your retirement savings and craft a prosperous financial future!

 

[00:02:38] Brittne's supermom shuffle conquering daycare spring sickies with her kids

[00:15:09] Lisha’s mistake of not verifying which physicians were in-network before scheduling a doctor’s appointment

[00:21:36] Why doing nothing with your 401k might be an option when transitioning employers

[00:25:46] 401k Crossroads: The Roth IRA Conversion Route

[00:34:51] Navigating more options with rolling over 401Ks 


[00:49:04] Exit strategy: The 401k cash-out conundrum

[00:50:22] Wealthy Wonders: Managing traditional IRA balances and pro-rata concerns

[00:54:50] Weddings, Baby Showers, and Home Furnishings

 

If you want to listen to our discussion about the Roth IRA, tune in to One investment account you should consider.

 

🎉This episode is sponsored by PearsonRavitz - Helping physicians protect their most valuable assets.

 

Got money questions you'd like us to tackle on our next segment of Wealthy Wonders? Visit our page to submit your query.

 

Be sure to go to our website to join the Wealthy Minds Community and download a FREE copy of our Wealthy Minds Starter Kit.

 

Don't forget to rate and review the show to help others discover us! When you do, you'll have a chance to win a free drink on us.

 

Wishing you a fantastic week ahead and happy wealth building!

1 hr

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