Money Wisdom โดย Joel Johnson
Joel Johnson
Listen to Johnson Brunetti's Money Wisdom with Joel Johnson, CFP®, host of Better Money Television program and Forbes Contributor. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it’s your 401(k) account, IRA, or an underperforming asset, Joel Johnson can answer your questions and make you more aware of issues that may affect you.
หมวดหมู่: ธุรกิจและการเงินส่วนบุคคล
ฟังตอนสุดท้าย:
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
ตอนก่อนหน้า
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383 - Are You Sitting on Forgotten 401k Money? Fri, 15 Nov 2024 - 0h
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382 - The Election is Over, Now What? Fri, 08 Nov 2024 - 0h
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381 - Are Annuities a Good Source of Retirement Income? Fri, 01 Nov 2024 - 0h
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380 - How Can You Earn Better Yield on Your Savings? Fri, 25 Oct 2024 - 0h
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379 - Is Your Portfolio Ready for Retirement? Fri, 18 Oct 2024 - 0h
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378 - What Should You Do with an Inherited IRA? Fri, 11 Oct 2024 - 0h
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377 - When is the Best Time to Take Social Security? Fri, 04 Oct 2024 - 0h
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376 - What Current Economic Trends Should You Pay Attention To? Fri, 27 Sep 2024 - 0h
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375 - 5 Common Retirement Planning Mistakes We See Fri, 20 Sep 2024 - 0h
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374 - Turning a Pile of Money Into Lifetime Income Fri, 13 Sep 2024 - 0h
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373 - Family Matters Related to Money Fri, 06 Sep 2024 - 0h
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372 - 401Ks Aren’t Perfect Fri, 30 Aug 2024 - 0h
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371 - Don’t Let Fear Take Over During Market Volatility Fri, 23 Aug 2024 - 0h
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370 - Do You Have These Bad Financial Habits? Fri, 16 Aug 2024 - 0h
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369 - The Financial Planning Olympics Fri, 09 Aug 2024 - 0h
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368 - Half-Baked Financial Ideas Fri, 02 Aug 2024 - 0h
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367 - An IRS Update on Inherited IRAs Fri, 26 Jul 2024 - 0h
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366 - The Comparison Game: What We Learned About Women We Work With Fri, 19 Jul 2024 - 0h
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365 - Retiring Abroad Fri, 12 Jul 2024 - 0h
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364 - The Three Worlds of Money Fri, 05 Jul 2024 - 0h
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363 - Moving the Goalposts with Your Money Fri, 28 Jun 2024 - 0h
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362 - The Way People Make Financial Mistakes Fri, 21 Jun 2024 - 0h
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361 - Planning for Major Life Events Fri, 14 Jun 2024 - 0h
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360 - Navigating Life After Significant Loss Fri, 07 Jun 2024 - 0h
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359 - The Role of the Power of Attorney Fri, 31 May 2024 - 0h
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358 - Estate Planning 101: Why It’s Not Just for the Wealthy Fri, 24 May 2024 - 0h
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357 - Irreversible Decisions in Retirement Planning Fri, 17 May 2024 - 0h
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356 - When Should You Look for a New Advisor? Fri, 10 May 2024 - 0h
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355 - The Uncertainty of Retirement Fri, 03 May 2024 - 0h
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354 - Making Sense of the Acronym Salad in Financial Planning Fri, 26 Apr 2024 - 0h
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353 - Financial Plans for Grandkids Fri, 19 Apr 2024 - 0h
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352 - Financial Planning with Michael Scott Fri, 12 Apr 2024 - 0h
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351 - Navigating Investments in Election Years Fri, 05 Apr 2024 - 0h
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350 - Are Bonds a Safe Investment? Fri, 29 Mar 2024 - 0h
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349 - Getting Out of Your Own Way Fri, 22 Mar 2024 - 0h
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348 - Leveraging Your IRA & SEP IRA for Tax Planning Fri, 15 Mar 2024 - 0h
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347 - Smart Planning During Times of Career Transition Fri, 08 Mar 2024 - 0h
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346 - The Good ‘Ole Days of Retirement Planning Fri, 01 Mar 2024 - 0h
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345 - Getting Ready for Tax Season Fri, 23 Feb 2024 - 0h
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344 - When Should I Overhaul My Portfolio? Fri, 16 Feb 2024 - 0h
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343 - Crafting a Retirement with Vision and Preparation Fri, 09 Feb 2024 - 0h
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342 - Can You Trust Retirement Income Projections on Your Account Statement? Fri, 02 Feb 2024 - 0h
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341 - Social Security Planning Decisions for Women Fri, 26 Jan 2024 - 0h
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340 - Strategic Planning for Required Minimum Distributions Fri, 19 Jan 2024 - 0h
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339 - Pension Planning: Lump Sum or Monthly Payments? Fri, 12 Jan 2024 - 0h
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338 - What are Your Best Financial Options for Buying a Car? Fri, 05 Jan 2024 - 0h
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337 - What’s a Reasonable Return for My Investments? Fri, 29 Dec 2023 - 0h
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336 - The Pick Two of the Investment World Fri, 22 Dec 2023 - 0h
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335 - The Psychology of Leaving Your Career Fri, 15 Dec 2023 - 0h
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334 - Are Reverse Mortgages Bad? Fri, 08 Dec 2023 - 0h