429: Do You Have Good 401(k) Hygiene?

Retire With Purpose - The Retirement Podcast

Saving for retirement is enough of a challenge. Don’t make it harder on yourself by losing track of your old investment accounts.

In this episode, we discuss:

• Four options for your old 401(k) accounts
• Proper ways to rollover your old 401(k)s
• The impact of Secure Act 2.0 on orphan 401(k)s

Today's article comes from Morningstar titled, Why You Should Clean Up Those Old 401(k)s. Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade, breaks down the article and provides thoughtful insights and advice on how it applies to your unique financial situation.

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Show Notes: RetireWithPurpose.com/429

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ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process