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Personalized service vs. Big corporations
Manage episode 342306956 series 1744861
Why would you leave your money in a company 401k if you could roll it over? Senior Wealth Strategist, Marty Hensley, is joined in the studio by Retirement and Insurance planner, Gregg Berrian, discussing how to effectively move your money into the right retirement vehicles.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.
See omnystudio.com/listener for privacy information.
Kapitler
1. 2022-09-03 401k SEG 3 (00:00:00)
100 episoder
Manage episode 342306956 series 1744861
Why would you leave your money in a company 401k if you could roll it over? Senior Wealth Strategist, Marty Hensley, is joined in the studio by Retirement and Insurance planner, Gregg Berrian, discussing how to effectively move your money into the right retirement vehicles.
If you have questions about taxes in retirement, or if you want a second opinion on your retirement plan, contact Coach Pete and the team at Capital Financial at (888) 623-8858.
See omnystudio.com/listener for privacy information.
Kapitler
1. 2022-09-03 401k SEG 3 (00:00:00)
100 episoder
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