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February 5, 2024 18 mins

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

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