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Mailbag: Should I Roll Over My Old 401k with Impressive Returns? episode artwork

EPISODE · Jun 6, 2024 · 20 MIN

Mailbag: Should I Roll Over My Old 401k with Impressive Returns?

from Retirement Pathfinder with Barbara Lane & Phil Guske · host Barbara Lane and Phil Guske

It's a mailbag edition of the show today! We've got four great questions coming your way. Hazel asks for a checklist of financial priorities to address before she retires from her job at the hospital. Joseph asks whether he should proceed with rolling over his 401k from his old job, given its strong performance this year.   Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule A 15 Minute Consult: http://PathfinderChat.com

What this episode covers

It's a mailbag edition of the show today! We've got four great questions coming your way. Hazel asks for a checklist of financial priorities to address before she retires from her job at the hospital. Joseph asks whether he should proceed with rolling over his 401k from his old job, given its strong performance this year.   Important Links: Pathfinder Wealth Management: http://pathfinderadvisory.com/ Schedule A 15 Minute Consult: http://PathfinderChat.com

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Mailbag: Should I Roll Over My Old 401k with Impressive Returns?

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Frequently Asked Questions

How long is this episode of Retirement Pathfinder with Barbara Lane & Phil Guske?

This episode is 20 minutes long.

When was this Retirement Pathfinder with Barbara Lane & Phil Guske episode published?

This episode was published on June 6, 2024.

What is this episode about?

It's a mailbag edition of the show today! We've got four great questions coming your way. Hazel asks for a checklist of financial priorities to address before she retires from her job at the hospital. Joseph asks whether he should proceed with...

Can I download this Retirement Pathfinder with Barbara Lane & Phil Guske episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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