401-K Episodes

Today, we're diving into the nitty-gritty of financial freedom, and spoiler alert: it’s all about breaking free from that pesky financial stress. Our financial evangelist, Ralph Estep Jr., is here to guide us through some serious financial discussions, whether you're eyeing that Secure Act 2.0 and how it impacts retirement savings or pondering the mysterious Form 8606. We're also covering the wild world of side hustles—yes, those little gigs that can help fatten your wallet without taking over y...

Thinking about what to do with your 401k when you switch jobs is like trying to solve a Rubik's Cube—it's confusing and a little stressful! Today, we’re diving into the nitty-gritty of managing that retirement savings. Candice, a listener of the show, is feeling the heat about her options, and we're here to break it down. From rolling it over to an IRA to possibly leaving it with your old employer, we’ll explore the pros and cons of each choice. It’s all about making smart decisions that ensure ...