StewardShift

Rolling over 401K? AVOID these Major Mistakes


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Ready to prioritize what truly matters for your financial health? Join my financial course and take the first step towards lasting financial freedom: https://www.troyslevy.com/

Thinking about rolling over your old 401k into a new retirement account? STOP and watch this first. In this episode, I’m breaking down the 4 BIGGEST mistakes people make when rolling over a retirement account—mistakes that could cost you hundreds (or even thousands) of dollars. I even share the personal mistake that made me lose money 😩

Whether you’re changing jobs, retiring, or just trying to consolidate your accounts, this is a must watch to maximize your retirement savings.

🔔 Don’t forget to subscribe for more retirement and investing tips!

📩 Want help with your rollover? Reach out here: https://tidycal.com/troyslevy/15-minute-meeting 

👍 Like + comment if you’ve ever made one of these mistakes (no judgment—we’ve all been there!)


Listen to the Show

Apple Podcast: https://podcasts.apple.com/us/podcast/stewardshift/id1724443986 

Spotify: https://open.spotify.com/show/15kG8bUEQ0Ylydzy5o0nZk 


Connect with Me

Instagram: www.instagram.com/troyslevy/

Facebook: www.facebook.com/troy.levy.79

Website: www.TroySLevy.com

 

About Me:

There was a time when my wife and I felt trapped. Despite having a middle-class income, we were buried under $100,000 of debt, living paycheck to paycheck, and feeling deeply unfulfilled.  A humiliating experience at a restaurant became our turning point. We decided to take control, and through hard work and determination, we paid off our debt and transformed our lives.



Let's redefine wealth together and create a life of true abundance. Join me on this journey as we explore new perspectives and proven strategies.


Connect with me on IG @TroySLevy or visit my website at www.troyslevy.com.

Listen to the show

Apple Podcast: https://podcasts.apple.com/us/podcast...

Spotify: https://open.spotify.com/show/15kG8bU...


Connect with Me

Instagram: www.instagram.com/troyslevy/

Facebook: www.facebook.com/troy.levy.79

Website: www.TroySLevy.com

About Me:

There was a time when my wife and I felt trapped. Despite having a middle-class income, we were buried under $100,000 of debt, living paycheck to paycheck, and feeling deeply unfulfilled. A humiliating experience at a restaurant became our turning point. We decided to take control, and through hard work and determination, we paid off our debt and transformed our lives.

Let's redefine wealth together and create a life of true abundance. Join me on this journey as we explore new perspectives and proven strategies.

Connect with me on IG @TroySLevy or visit my website at www.troyslevy.com.



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StewardShiftBy Troy Solomon Levy