"I Want to Quit My Job...But They Have a Great 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

🗓️ 17 April 2023

⏱️ 26 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

This listener is looking to quit his job, but if he waits a little longer, he'll get a big 401(k) match. So what should you do in a situation like that? We'll walk you through that question and more in today's Q&A episode! Jump start your journey with our FREE financial resources Reach your goals faster with our products Take the relationship to the next level: become a client Subscribe on YouTube for early access and go beyond the podcast Connect with us on social media for more content Bring confidence to your wealth building with simplified strategies from The Money Guy. Learn how to apply financial tactics that go beyond common sense and help you reach your money goals faster. Make your assets do the heavy lifting so you can quit worrying and start living a more fulfilled life. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Okay.
0:08.0	Harley wants to know, how often do you recommend tracking your net worth?
0:14.1	Currently I track annually every January.
0:17.1	Also how do you recommend setting net worth goals each year?
0:20.7	I know you both love doing your net worth statement, so I'm sure you have a lot of advice for
0:24.9	Harley.
0:25.9	Yeah.
0:26.9	Well, doing our net worth statement every year is we say we say this every year on the
0:30.7	show.
0:31.7	It's like Christmas morning.
0:32.7	We get so excited about it.
0:33.6	We start talking about it a few weeks, leading up normally on like January 1st.
0:38.8	We're texting each other about pulling statements or whatever because it's so, so exciting.
0:43.7	I, I'm going to speak for me personally, the way you're from you, Brian.
0:46.6	I love being surprised.
0:49.1	I just love being surprised.
0:50.8	So whenever it's like my birthday or Christmas around the house and I see something sticking
0:55.7	out of the closet or I see something up high that my wife is trying to hide from me, I
1:00.3	purposefully avoided because I hate ruining surprises.
1:03.3	I like the idea of being surprised.
1:05.4	I treat my net worth statement the exact same way.
1:07.8	I like doing it once a year at the end of the year.
	...

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