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What Do I Do With My 401(k)?
When leaving a job, many people choose to roll over their existing 401(k) to an IRA, but what you may not know is that there can be benefits to leaving your money where it is. Donna takes us through some of the considerations when deciding what to do with your old 401(k). Also on MoneyTalk, how to determine if you need long-term care insurance, and the benefits of having a trust.
Host: Donna Sowa Allard, CFP®, AIF®
Sorting Out Social Security
Social Security is a core component of most Americans’ retirement plans, but it may surprise you to hear that it was highly controversial when initially proposed, and to get it passed Congress had to include complex provisions which still exist to this day. Donna and Nathan discuss the intricacies of the Social Security system, and the reasons why it has been so difficult to reform. Also on MoneyTalk, understanding tax categories and target date funds.
Hosts: Donna Sowa Allard, CFP®, AIF® and Nathan Beauvais, CFP®, CIMA®
How to Interview an Advisor
Choosing your financial advisor is a decision that should not be taken lightly, because any professional relationship that could span decades is worthy of a formal vetting process. Donna and Nathan discuss the questions you should ask when shopping around for a new financial advisor.
Hosts: Donna Sowa Allard, CFP®, AIF® and Nathan Beauvais, CFP®, CIMA®
Trends in Retirement
We often talk about how retirement is changing, and for those retiring soon, it may be a good idea to revisit some of those assumptions that you made during the early days of your retirement planning. Donna and Nathan discuss current trends in retirement, including living longer than expected, retiring earlier than planned, working part time in retirement, expanding 401(k) options, and more. Also on MoneyTalk, the exponential impact of auto escalation of 401(k) contributions.
Hosts: Donna Sowa Allard, CFP®, AIF® and Nathan Beauvais, CFP®, CIMA®
Finding Your Work/Life Balance
Burnout is all too common in corporate America today, and for those trying to decide if it’s time to jump ship to a new career it can be a scary and uncertain time. Nathan talks with Dave Lubelczyk, founder of The Dream Catapult, to discuss his journey of leaving the corporate world behind to help individuals rewrite their story and pursue a lifestyle that better reflects their true values.
Host: Nathan Beauvais, CFP®, CIMA®; Guest: Dave Lubelczyk