What to Do With Your Retirement Assets When You Change Jobs (or Retire)

Money Guy Show

Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors

Education, Retirement, Moneyadvice, Investing, Savingmoney, Personalfinance, Business

4.6 • 2.8K Ratings

🗓️ 10 February 2017

⏱️ 49 minutes

🔗️ Recording | iTunes | RSS

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Summary

what to do with your retirement assets when you change jobs

In this week's episode of The Money Guy Show, we let you know how to assess the options for your money when you change jobs, or retire, and what you should consider before making your final decision. Wondering what to do with your retirement assets may be a detail that slips your mind in the midst of all the hustle and bustle of such a transition. That being said, you'll want to make a decision sooner rather than later over what to do with your hard-earned dollars when you leave an employer who provided your retirement plan.

Transcript

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0:00.0	Guys, I hope you're hungry because if you've come to get some financial knowledge,
0:04.8	we've got a hearty meal for you today here on the Money Guy Show because we're going to be talking
0:08.0	about what do you do when you hit retirement or if you change jobs with those retirement assets
0:14.4	that we're at your former employer. So tune in today and we're going to load you up.
0:20.4	It's Brian Preston, the Money Guy, restoring order to your financial chaos, retirement,
0:27.2	investing, taxing. You've got financial questions, he's got financial answers. It's Brian Preston,
0:34.4	the Money Guy. Well, this is going to be a good one because this comes from the Money Guy family.
0:43.7	But here's what I like about it also is that it allows us because we got quite a few emails from
0:49.0	you guys out there in the Money Guy family and the listening audience who had thoughts and other
0:54.6	things, clarifications that you wanted to make on our big retirement episode. We did, I don't know,
0:59.5	it was probably two or three episodes back on all the different things. You can conquer your
1:04.0	retirement by saving whether it's four, one case, step IRAs. And a few of you said, wait a minute,
1:09.6	because you want to flex on me a little bit. Show me how the Money Guy family is just so knowledgeable.
1:14.3	We're going to integrate some of those things because you're right. Some of those points of
1:17.2	clarification are perfect for sharing in today's episode. And this is one of those things. Let me go
1:23.2	ahead and give you the intro before I get so just energized and jump into this thing. This is
1:28.1	the Money Guy show. Welcome. We're so glad you joined us. You can go check out the website. It's
1:33.0	Money Guy.com. And here's the cool thing guys. If you sign up, just sign up. I call it like the
1:39.8	premium or the the get smart club. But the truth is, this is your access point to get all of our
1:47.6	archives. We don't need anything but your email address. And then we're going to load you up. We've
1:52.5	been doing this going on 11 years now. And you get access to every bit of that. If you want to go
1:57.7	hear how goofy I sounded in 2006 because this is now 11 years. And it was really casting really
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