401K Dilemmas and what to do when you change jobs episode artwork

EPISODE · May 1, 2024 · 1H

401K Dilemmas and what to do when you change jobs

from Wealth Minded MD · host Dr. Lisha Taylor

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!

Episode metadata supplied by the publisher feed · Published May 1, 2024

Embed this episode

NOW PLAYING

401K Dilemmas and what to do when you change jobs

0:00 1:00:07

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.

Frequently Asked Questions

How long is this episode of Wealth Minded MD?

This episode is 1 hour and 0 minutes long.

When was this Wealth Minded MD episode published?

This episode was published on May 1, 2024.

Can I download this Wealth Minded MD episode?

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