On this show, we talked about the five options you have when considering rolling over a 401(k) and the in’s and out’s of each option with Diane Pearson, CFP, PPC, CDFA and wealth advisor with Legend Financial Advisors. Listen to learn how you need to take control and understand these concepts for yourself!
For the Difference Making Tip, scan ahead to 22:18.
Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, or contact George by clicking here.