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Should I Rollover an Old 401(k) or Other Retirement Plan Account?

Should I Rollover an Old 401(k) or Other Retirement Plan Account?

Released Monday, 28th June 2021
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Should I Rollover an Old 401(k) or Other Retirement Plan Account?

Should I Rollover an Old 401(k) or Other Retirement Plan Account?

Should I Rollover an Old 401(k) or Other Retirement Plan Account?

Should I Rollover an Old 401(k) or Other Retirement Plan Account?

Monday, 28th June 2021
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Transcript

If you've had multiple jobs then this is likely a question you'll have to answer. If not, this is still a topic you'll want to be somewhat informed about as it could be something you’re asking in the future!

In this episode I discuss:

  • What a "rollover" is
  • Some reasons you may want to consider a retirement account "rollover"
  • Other considerations when it comes to potentially rolling over an account


You can view the full show notes by clicking the link below:

https://building-stewards.captivate.fm/episode/should-i-rollover-an-old-401k-or-other-retirement-plan-account

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From The Podcast

Am I managing my personal finances in a God honoring way? What does biblical stewardship look like? As a Christian, what should my view of money be? These are just some questions that you, and other Christians, are pondering day in and day out. To be frank, there aren't a lot of places for Christians to turn to get these answers AND any answers that come back are typically conflicted in some way or another.I'm Donovan Brooks, CFP®, CKA® and I'm your host. My hope is to educate, encourage, and engage you on your stewardship journey. I'll cover everything from budgeting to preparing the next steward to take over what you've been able to build. You'll leave every episode with value and something actionable.Join me each episode as I take aim at advancing biblical stewardship in the hearts of Christians everywhere.“The earth is the Lord’s and the fullness thereof, the world and those who dwell therein, for He has founded it upon the seas and established it upon the rivers." -Psalm 24:1-2 (ESV)

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