
Sign up to save your podcasts
Or


A military spouse's retirement is an important part of a military family's retirement planning. Thankfully more and more military spouses are taking advantage of using Individual Retirement Accounts or employer 401ks to save for their future. The challenge for military spouses is to decide what to do in situations where you have multiple 401k accounts because of your many job changes due to PCSing.
In this episode, I talk with Patrick Ortman, a military spouse and a Certified Financial Planner on best practices military spouses can use to help them make decisions and manage multiple 401ks.
Patrick founded Ortman Financial Planning in 2016, a financial planning and investment management firm located in Bethesda, MD. He has a strong focus on his clients' overall financial well-being and recognizes that money is only a tool to help achieve the vision each person has for their life.
Show notes can be found here:
https://laceylangford.com/podcast/multiple-401ks/
By Lacey Langford4.8
6161 ratings
A military spouse's retirement is an important part of a military family's retirement planning. Thankfully more and more military spouses are taking advantage of using Individual Retirement Accounts or employer 401ks to save for their future. The challenge for military spouses is to decide what to do in situations where you have multiple 401k accounts because of your many job changes due to PCSing.
In this episode, I talk with Patrick Ortman, a military spouse and a Certified Financial Planner on best practices military spouses can use to help them make decisions and manage multiple 401ks.
Patrick founded Ortman Financial Planning in 2016, a financial planning and investment management firm located in Bethesda, MD. He has a strong focus on his clients' overall financial well-being and recognizes that money is only a tool to help achieve the vision each person has for their life.
Show notes can be found here:
https://laceylangford.com/podcast/multiple-401ks/

3,552 Listeners

3,205 Listeners

1,979 Listeners

803 Listeners

5,141 Listeners

678 Listeners

3,078 Listeners

453 Listeners

881 Listeners

816 Listeners

140 Listeners

1,604 Listeners

202 Listeners

3,431 Listeners

357 Listeners