• Are You Sitting on Forgotten 401k Money?

  • 2024/11/15
  • 再生時間: 10 分
  • ポッドキャスト

Are You Sitting on Forgotten 401k Money?

  • サマリー

  • As life gets busy, it’s not uncommon to lose track of old financial accounts, especially if you've switched jobs multiple times. When someone leaves an employer, that old 401k will stay where it is unless you do something with it and it’s easy to forget about. But did you know that rediscovering this "found money" could significantly impact your financial future?

    In the latest episode of the Money Wisdom podcast, Jake Doser, CFP®, CPWA® and Nick Colantuono, CFP® share guidance to anyone who has ever stumbled upon an old 401k.

    Here’s what we discuss in this episode:

    0:00 – Intro

    1:56 – Forgotten 401k

    6:08 – The Ultimate 401k Guide

    7:07 – Why you might not want to move the money

    For those looking for more in-depth guidance on managing their 401k, we offer a valuable resource: "The Ultimate 401(k) Guide.” Just text the word GUIDE to 800-757-0436 to get a copy. This guide provides a comprehensive overview of the pros and cons of different retirement account options, helping you make informed decisions about your financial future.

    Check out our other free financial resources here: https://johnsonbrunetti.com/financial-resources/

    Contact our team: https://johnsonbrunetti.com/contact-us/

    Check us out on YouTube: https://bit.ly/3CcAzai

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あらすじ・解説

As life gets busy, it’s not uncommon to lose track of old financial accounts, especially if you've switched jobs multiple times. When someone leaves an employer, that old 401k will stay where it is unless you do something with it and it’s easy to forget about. But did you know that rediscovering this "found money" could significantly impact your financial future?

In the latest episode of the Money Wisdom podcast, Jake Doser, CFP®, CPWA® and Nick Colantuono, CFP® share guidance to anyone who has ever stumbled upon an old 401k.

Here’s what we discuss in this episode:

0:00 – Intro

1:56 – Forgotten 401k

6:08 – The Ultimate 401k Guide

7:07 – Why you might not want to move the money

For those looking for more in-depth guidance on managing their 401k, we offer a valuable resource: "The Ultimate 401(k) Guide.” Just text the word GUIDE to 800-757-0436 to get a copy. This guide provides a comprehensive overview of the pros and cons of different retirement account options, helping you make informed decisions about your financial future.

Check out our other free financial resources here: https://johnsonbrunetti.com/financial-resources/

Contact our team: https://johnsonbrunetti.com/contact-us/

Check us out on YouTube: https://bit.ly/3CcAzai

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