Changing Jobs? Here Are Your Options for Your 401(k)

Money Guy Show

Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors

Education, Investing, Business

4.7 • 3.1K Ratings

🗓️ 26 January 2018

⏱️ 41 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

With the average person now holding 11.7 jobs over the course of his or her career, according to the Bureau of Labor Statistics, there is a good chance that retirement plan assets get left behind. If you have ever wondered how best to take your 401(k) assets with you when you switch employers, you will want to tune in to this week's episode of The Money Guy Show. For more details, visit our show notes on our website: http://www.moneyguy.com/2018/01/changing-jobs-here-are-your-options-for-your-401k Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	What to do with your 401k when you switch employers all that and more on today's show.
0:05.2	It's Brian Preston, the money guy. Restoring order to your financial chaos. Retirement. Investing. Taxing.
0:14.0	You've got financial questions. He's got financial answers. It's Brian Preston, the money guy.
0:21.0	Hey guys, it's your host, Brian Preston. My co-host, Mr. Bo Hanson. Going beyond common sense to
0:26.5	take your finances to the next level, really appreciate you joining us today. If you ever wondered,
0:32.4	what are the unique benefits of a 401k plan? What do you do with those previous retirement plans,
0:39.2	aka abandoned assets from previous jobs that you had? What are the planning steps if you're
0:45.6	thinking about changing a job or what if you just want to take inventory of how good your current
0:50.8	retirement plan is? We're going to answer all that and really go a deep dive on this. Before I
0:56.0	get into that though, but I want to do some housekeeping. You guys, we need your email addresses.
1:03.6	We have so many great ideas that were happening in 2018. We're talking about doing meetups with
1:08.5	our listeners and we're talking about sharing. We have a deliverable, we're going to be giving away.
1:14.8	We can't give you any of this stuff unless we capture your email address. So please go on to
1:19.3	MoneyGuy.com, consider sharing your email address. If anything, it's going to allow you to have
1:23.8	access to all of our archives all the way back to 2006. It's free. There's no cost. We just want
1:29.6	your email address. And what's really great is because we do have a number of those email addresses.
1:34.5	One thing that you guys allowed us to do last year that we were so excited about is we were able to
1:39.1	send out a survey to all of our listeners asking, exactly. What do you like about the show? What can
1:42.8	we better, how can we improve it, improve it, improve it? How can we make it better for you?
1:48.2	You guys spoke and we listened. Here's the thing. This has been going on years. I go look on
1:55.4	iTunes and there's reviews. I say, well, I don't show to this show every week. I'm like, oh,
1:59.6	gosh, they want the show every week. Well, it's a pretty good. There's a really easy. Can we do this
	...

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