MILMO Show

What Military Spouses Can Do With Multiple 401ks


Listen Later

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/

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

MILMO ShowBy Lacey Langford

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

60 ratings


More shows like MILMO Show

View all
The Clark Howard Podcast by Clark Howard

The Clark Howard Podcast

5,400 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

776 Listeners

The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

The Stacking Benjamins Show

1,965 Listeners

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

Everyone's Talkin' Money

637 Listeners

Afford Anything by Paula Pant | Cumulus Podcast Network

Afford Anything

3,520 Listeners

Optimal Finance Daily - Financial Independence and Money Advice by Optimal Living Daily | Diania Merriam

Optimal Finance Daily - Financial Independence and Money Advice

1,269 Listeners

ChooseFI by ChooseFI

ChooseFI

5,087 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,049 Listeners

Earn & Invest by Jordan Grumet (Doc G)

Earn & Invest

430 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

174 Listeners

The Personal Finance Podcast by Andrew Giancola

The Personal Finance Podcast

1,350 Listeners

Personal Finance for Long-Term Investors - The Best Interest by Jesse Cramer

Personal Finance for Long-Term Investors - The Best Interest

111 Listeners

Two Sides of FI by Jason and Eric

Two Sides of FI

345 Listeners

All the Hacks with Chris Hutchins by Chris Hutchins

All the Hacks with Chris Hutchins

1,564 Listeners

Live Long and Well with Dr. Bobby by Dr. Bobby Dubois

Live Long and Well with Dr. Bobby

114 Listeners