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Content provided by Jim Martin RFC & Casey Bibb, FPQP, Jim Martin RFC, Casey Bibb, and FPQP. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jim Martin RFC & Casey Bibb, FPQP, Jim Martin RFC, Casey Bibb, and FPQP or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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What do I do with my old 401k?

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Manage episode 399351866 series 3550023
Content provided by Jim Martin RFC & Casey Bibb, FPQP, Jim Martin RFC, Casey Bibb, and FPQP. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jim Martin RFC & Casey Bibb, FPQP, Jim Martin RFC, Casey Bibb, and FPQP or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, financial advisor Jim Martin discusses the various options available when dealing with an old 401k. He advises listeners who are unsure about what to do with their old 401k and want to make the right decision without making mistakes. Jim emphasizes the importance of understanding your goals and beginning with the end in mind when it comes to financial planning. He highlights the need to take into account your current financial situation, future goals, and the tax implications of different options.

http://retirewithmartin.com/ <- Learn about working with Jim

www.planwellretirehappy.com

  continue reading

52 episodes

Artwork
iconShare
 
Manage episode 399351866 series 3550023
Content provided by Jim Martin RFC & Casey Bibb, FPQP, Jim Martin RFC, Casey Bibb, and FPQP. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jim Martin RFC & Casey Bibb, FPQP, Jim Martin RFC, Casey Bibb, and FPQP or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode, financial advisor Jim Martin discusses the various options available when dealing with an old 401k. He advises listeners who are unsure about what to do with their old 401k and want to make the right decision without making mistakes. Jim emphasizes the importance of understanding your goals and beginning with the end in mind when it comes to financial planning. He highlights the need to take into account your current financial situation, future goals, and the tax implications of different options.

http://retirewithmartin.com/ <- Learn about working with Jim

www.planwellretirehappy.com

  continue reading

52 episodes

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