Overall Financial Planning
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 27 August 2021
⏱️ 9 minutes
🧾️ Download transcript
Summary
The beauty of having you guys live on the show is that the conversations often take a different turn. This latest call started off talking about old retirement plans and quickly evolved into something more complex.
Have a money question? Email us, ask jill [at] jill on money dot com.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Transcript
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| 0:00.0 | Welcome to the Jill on Money podcast. It is Friday, August 27th. Friday, summer, Friday. |
| 0:11.2 | No, I know. It's sort of this weird time you think it is Labor Day weekend. It's not. |
| 0:15.4 | Labor Day weekend comes very late this year. So you're still in the summer. I promise. |
| 0:20.4 | So you can maybe listen to this and say, I just got a little bit of relief. It's not exactly |
| 0:27.2 | real life yet. I don't know about you, but I always live my life on an academic calendar. |
| 0:31.5 | I don't I don't even have children. And I still get hooked into, oh my God, it's the first day of |
| 0:36.0 | school. I like the first day of school. I hope you did too. Anyway, this is the program that is coaching |
| 0:42.4 | you along in your financial journey. And if you've got a question, if you're you need a little |
| 0:47.7 | retuning of your workout, we'll help you out. Mark and I are here for you. We are both certified |
| 0:52.3 | financial planners. And we would love to help you out. Send us an email, ask Jill at JillOnMoney.com. |
| 0:58.7 | Let us know if you will join us on the program live. Mark will do the rest. That's what Lisa |
| 1:03.6 | from New Jersey did. Lisa, how can we help you out? Hey, Jill, thanks for taking my call. |
| 1:08.8 | Sure. I have an old 401k fellow at an old employer. And I wanted to know what is the best |
| 1:16.8 | thing to do. Should I leave it there? Should I roll it over to my current employer? Should I roll |
| 1:20.9 | it over? We currently have other accounts of fidelity. Should we roll it over into that? |
| 1:26.0 | Let me ask you a quick question. So first start with old employers 401k. Where is that plan held? |
| 1:33.1 | What firm holds that? Truthfully, I don't know. Okay, you're working now. You've got a new 401k. Do |
| 1:39.6 | you know where what investment company, mutual fund company holds that 401k? My current account |
| 1:46.0 | is that Hewitt? Hewitt. Okay, got it. I don't know what I mean, I think that I know kind of what |
| 1:52.1 | that might look like inside and some of the choices. But my guess is it's not the cheapest plan |
| 1:57.1 | that's out there. I've seen it before. The reason to stay in an old 401k is that you've got this |
| 2:02.9 | great plan. Maybe it's a plan that is like, wow, it's at Vanguard and the choices are vast and |
... |
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