How to Roll Over an Old 401(k)
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K 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
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| 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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