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InvestTalk

How to Roll Over an Old 401(k)

InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

Entrepreneurship, Business News, News, Investing, News Commentary, Business

4.41.5K Ratings

🗓️ 5 November 2025

⏱️ 47 minutes

🧾️ Download transcript

Summary

Is deciding what to do with an orphan 401(k) on your to-do list? We will look at the seven steps for getting it done. 

Today's Stocks & Topics: LightPath Technologies, Inc. (LPTH), Market Wrap, How to Roll Over an Old 401(k), Pan American Silver Corp. (PAAS), Atlanta Braves Holdings, Inc. (BATRK), CDOs: Collateralized Debt Obligation, Oil-Dri Corporation of America (ODC), Essex Property Trust, Inc. (ESS), Zoetis Inc. (ZTS).



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Transcript

Click on a timestamp to play from that location

0:00.0

On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is InvestTalk.

0:12.9

Independent thinking, shared success. InvestTalk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States.

0:27.4

Here is KPP Financial Chief Executive Officer, Financial Advisor, Justin Klein.

0:35.1

Good afternoon, fellow investors, and welcome back to Invest Talk. This is our November 4th,

0:42.0

2025 edition of Investstock and they were just a few weeks away from Thanksgiving, but markets are

0:50.8

in an interesting place right now. We had quite the volatile day and we're still in the

0:58.0

midst of earnings season and the reactions of many companies, many pounds here last night,

1:04.6

we had AMD tonight. And there's just a lot of moving parts that are adding up to a more precarious situation

1:14.3

that we've seen really since the spring.

1:17.6

And we are going to focus on that and much more during this hour because it's not just

1:24.1

about what happens over the next week or month or even year.

1:28.4

It's more about teaching you lessons on how to understand the risk and rewards of different

1:36.6

asset classes and different investments, sectors, companies, and weigh those pros and cons.

1:46.2

And do that in a way that fits your particular needs, your goals.

1:53.3

Someone who's in retirement, their goals are very different than somebody who's in their

2:00.6

30s still building their wealth.

2:03.8

So understanding that context matters as well.

2:08.5

So that's what this hour will be about, is helping you navigate the current market, but also your financial journey as well. So I'm Justin Klein,

2:20.4

and the way that we operate on this show is, number one, answering your finance and investment

2:26.2

questions. Number two is always topics that we want to get to and we will get to and give you

2:33.0

data and perspective on.

2:35.5

But once again, this show isn't about what I want to talk about.

...

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