#083 401(k) Rollovers with Diane Pearson

August 13, 2018

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.

You can learn more about Diane at Legend-Financial.com, Facebook, Twitter, and LinkedIn.

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