What should you be doing (or not doing) when it comes to retirement? Are you doing all you’re supposed to in regards to your rollover? On today’s episode, Brian talks through what you need to know about rollovers and the part they play in your financial plan.

 

Read more and get additional financial resources here: https://financialplanningva.com/podcast/are-you-doing-a-401k-rollover-correctly/ 

 

What we discuss on this show: 

0:13 - What should you avoid doing with a rollover? 

3:15 - Brian shares a client rollover story.

4:36 - What’s the difference between a financial advisor and financial planner?

6:48 - Do you know the rules of your 401(k)?