Protect Your Assets

What to Do Before You Retire from Your Job: Key Steps to Take Now


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Thinking about retiring or leaving your job? Before you take that leap, there are a few important things to understand. In this episode of Protect Your Assets, David Hollander—also known as The Sandman—walks through what to do before you retire from your job, including how to handle 401(k) vesting, unused PTO, HSAs, FSAs, and healthcare options. If you’ve been wondering how to transition out of your job without leaving money behind, this episode offers helpful insight and questions to consider. 

You can send your questions to [email protected] for a chance to be answered on air.  

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