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Content provided by Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske 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://staging.podcastplayer.com/legal.
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Listener Questions About Old 401(k)s & Roth Conversions

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Manage episode 458967302 series 3564307
Content provided by Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske 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://staging.podcastplayer.com/legal.

We’re diving into your questions about old 401(k)s—should you roll them over, leave them, or something else entirely? Plus, we’re breaking down Roth conversions—when they make sense, and how they might save you money in the long run.

Also, this is the final regularly scheduled Retirement Pathfinder Podcast. Most future episodes will feature shorter, bite-sized, news story-type episodes. Think of them as mini podcasts. They'll still publish twice per month and contain helpful retirement planning insights. And Barb and Phil will return to the "airwaves" occassionally for commentary on major market events and other things you should know. We hope you enjoy the new format!

Important Links:

Pathfinder Wealth Management: http://pathfinderadvisory.com/

Schedule a 15-minute Consult: http://PathfinderChat.com

Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG

Find Out Your Tax Bill: https://whatismytaxbill.com/

  continue reading

164 episodes

Artwork
iconShare
 
Manage episode 458967302 series 3564307
Content provided by Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske 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://staging.podcastplayer.com/legal.

We’re diving into your questions about old 401(k)s—should you roll them over, leave them, or something else entirely? Plus, we’re breaking down Roth conversions—when they make sense, and how they might save you money in the long run.

Also, this is the final regularly scheduled Retirement Pathfinder Podcast. Most future episodes will feature shorter, bite-sized, news story-type episodes. Think of them as mini podcasts. They'll still publish twice per month and contain helpful retirement planning insights. And Barb and Phil will return to the "airwaves" occassionally for commentary on major market events and other things you should know. We hope you enjoy the new format!

Important Links:

Pathfinder Wealth Management: http://pathfinderadvisory.com/

Schedule a 15-minute Consult: http://PathfinderChat.com

Buy the book, Roadmap For A Stress-Free Retirement: https://amzn.to/4gwy7uG

Find Out Your Tax Bill: https://whatismytaxbill.com/

  continue reading

164 episodes

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