180: What Are My Options When Leaving A Job / The Fiduciary Movement episode artwork

EPISODE · Aug 4, 2024 · 56 MIN

180: What Are My Options When Leaving A Job / The Fiduciary Movement

from The Momentum Advisors Show · host The North Star

With Americans changing jobs frequently, a staggering $1 trillion in 401(k) funds is rolled over each year. This week, we'll delve into strategies for managing your old 401(k) after job changes and what to do if you inherit a retirement account. We'll also discuss the crucial role of a fiduciary financial advisor and the upcoming rule change that will strengthen protections for clients with retirement accounts. This new regulation will require more financial advisors to prioritize their clients' best interests, though not in all situations.

Episode metadata supplied by the publisher feed · Published Aug 4, 2024

Embed this episode

NOW PLAYING

180: What Are My Options When Leaving A Job / The Fiduciary Movement

0:00 56:46

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of The Momentum Advisors Show?

This episode is 56 minutes long.

When was this The Momentum Advisors Show episode published?

This episode was published on August 4, 2024.

Can I download this The Momentum Advisors Show episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!