Wealth Minded MD

401K Dilemmas and what to do when you change jobs


Listen Later

Unlock the secrets of managing 401Ks! In this episode, learn how to handle your 401K during job transitions and uncover expert tips to navigate the nuances of personal finance decision-making. If you're wondering what to do with your account, tune in to discover practical strategies to optimize your retirement savings and craft a prosperous financial future!

 

[00:02:38] Brittne's supermom shuffle conquering daycare spring sickies with her kids

[00:15:09] Lisha’s mistake of not verifying which physicians were in-network before scheduling a doctor’s appointment

[00:21:36] Why doing nothing with your 401k might be an option when transitioning employers

[00:25:46] 401k Crossroads: The Roth IRA Conversion Route

[00:34:51] Navigating more options with rolling over 401Ks 


[00:49:04] Exit strategy: The 401k cash-out conundrum

[00:50:22] Wealthy Wonders: Managing traditional IRA balances and pro-rata concerns

[00:54:50] Weddings, Baby Showers, and Home Furnishings

 

If you want to listen to our discussion about the Roth IRA, tune in to One investment account you should consider.

 

🎉This episode is sponsored by PearsonRavitz - Helping physicians protect their most valuable assets.

 

Got money questions you'd like us to tackle on our next segment of Wealthy Wonders? Visit our page to submit your query.

 

Be sure to go to our website to join the Wealthy Minds Community and download a FREE copy of our Wealthy Minds Starter Kit.

 

Don't forget to rate and review the show to help others discover us! When you do, you'll have a chance to win a free drink on us.

 

Wishing you a fantastic week ahead and happy wealth building!

...more
View all episodesView all episodes
Download on the App Store

Wealth Minded MDBy Drs. Lisha Taylor and Brittne Halford

  • 5
  • 5
  • 5
  • 5
  • 5

5

24 ratings


More shows like Wealth Minded MD

View all
BiggerPockets Real Estate Podcast by BiggerPockets

BiggerPockets Real Estate Podcast

16,841 Listeners

Everyone's Talkin' Money by Shari Rash, Money Podcast for Women, Personal Finance, Relationships & Mental Health

Everyone's Talkin' Money

641 Listeners

Afford Anything by Paula Pant | Cumulus Podcast Network

Afford Anything

3,525 Listeners

White Coat Investor Podcast by Dr. Jim Dahle of the White Coat Investor

White Coat Investor Podcast

2,411 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,066 Listeners

Money Meets Medicine by Doctor Podcast Network, Jimmy Turner MD

Money Meets Medicine

217 Listeners

The Passive Income MD Podcast by Peter Kim, MD

The Passive Income MD Podcast

278 Listeners

Geobreeze Travel by Julia Menez

Geobreeze Travel

398 Listeners

All the Hacks with Chris Hutchins by Chris Hutchins

All the Hacks with Chris Hutchins

1,437 Listeners

Money For Couples with Ramit Sethi by Ramit Sethi

Money For Couples with Ramit Sethi

3,304 Listeners

The Money with Katie Show by Morning Brew

The Money with Katie Show

1,417 Listeners

Point Me To First Class by Devon Gimbel MD

Point Me To First Class

1,145 Listeners

Let's Get To The Points by Serena, Miguel and Mitch Shannon

Let's Get To The Points

101 Listeners

Takeoff: A Points and Miles Podcast by 10xTravel by 10xTravel

Takeoff: A Points and Miles Podcast by 10xTravel

390 Listeners

Wonderland on Points | Credit Card Rewards & Budget Travel by Mary Ellen and Jo

Wonderland on Points | Credit Card Rewards & Budget Travel

177 Listeners