Mastering Rollovers: Strategies for a Smooth Transition of Retirement Funds
The Stacking Benjamins Show
Joe Saul-Sehy and Josh ‘OG’ Bannerman, CFP
4.4 • 2K Ratings
🗓️ 23 June 2023
⏱️ 71 minutes
🧾️ Download transcript
Summary
Transcript
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| 0:00.0 | Ignition sequence start. 6, 5, 4, 3, 2, 1, 0. All engine running. Lift off. |
| 0:18.0 | Live for Joe's mom's basement. It's The Stacking Benjamin Show. |
| 0:31.0 | I'm Joe's mom's neighbor, Doug, and buckle your seat belts because we're rolling 401Ks with the pros. |
| 0:40.0 | How does a rollover work? Why would you do one? Why wouldn't you? Either way, how should you invest the money? |
| 0:47.0 | To help you know when to roll and when to hold, we welcome the woman behind sensible money, CFP Dana Onspot. |
| 0:55.0 | And the woman who's way more comfortable with rollovers than she is with pop culture, afford anything, pull a pant. |
| 1:03.0 | And rounding out our panel, it's a resident 401k expert, and CFP OG. |
| 1:09.0 | But that's not all. Halfway through the show, you'll hear our contributors try to outwit each other as they take on my traversing trivia question. |
| 1:18.0 | Head now, a guy who's never met a rollover conversation he didn't like, hits Joe. Oh, so I'll see high. |
| 1:30.0 | Hey Doug, you know what? I was thinking about that. Rollover conversation, I think you're right. Turnover conversations. |
| 1:37.0 | Like the cherry turnover where the cherries are all like tart and sweet, but an apple turnover is a good one. |
| 1:45.0 | Apple turnover is a fine dessert. Fantastic, but unfortunately we're not there that that's what you talk about at the bar. |
| 1:52.0 | That is a bar night with Joe gets incredibly exciting. Absolutely. Hey everybody, welcome to let's turn this into a food podcast instead of money. |
| 2:02.0 | I am Joe Salci, I average Joe money on Twitter and we have as you heard Doug so eloquently say an all star lineup. |
| 2:09.0 | And let's start with a guy across the card table from me, Mr. OG is here. How are you today, my friend? |
| 2:14.0 | It's another Friday. So let's do it. It is what a great way to go into the weekend, thinking about maybe getting that 401k money in the right place. |
| 2:22.0 | And from Manhattan, the woman who she's not on a Netflix special. She's here with us. |
| 2:28.0 | Paula Pant is here. How are you? I am great, but you know, I have a question. Is an apple turnover or a cherry turnover? |
| 2:36.0 | Any of those dessert turnovers? Is that the same thing as like a personal pie, like kind of like what they used to sell at McDonald's? |
| 2:44.0 | Like the, you know, you know what I'm talking about? Is that what that is? |
| 2:49.0 | I may or may not have eaten at McDonald's at the airport this morning. And they actually asked me, Paul, if I wanted to add an apple pie with that. |
| 2:56.0 | I wanted to like add on. So apparently they still have a turnover. What is a turnover then? Come on. |
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