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Listen to Money Wisdom with Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP® and gain key financial insights to help you make informed decisions for your future. Jake and Nick aim to provide clarity and guidance, addressing your questions and shining a light on the real financial challenges facing today’s retirees.

Jan 28, 2022

There’s a lot of money being made in the tech industry right now so what should you do if you find yourself in a position with a lot of excess money? We’ll answer that plus discuss the factors that go into deciding whether to rollover a 401(k) to your new employer.

 

Read more and get additional financial resources here: http://johnsonbrunetti.com 

 

What we discuss in this episode: 

0:19 – Financial Fact

2:04 – Question on investing excess money

4:18 – Question on rolling over a 401(k)

6:18 – Get your Money Map review