How to Protect your 401K

During this show, we'll talk about what to do with your 401(k) if you change jobs, along with some other important 401(k) housekeeping items.  

During this episode we'll consider whether retirees should continue investing and talk about the various options for financial growth in retirement. 

 This episode provides a crucial update on the latest changes to Medicare, including new enrollment deadlines and adjustments to premiums and deductibles. We also tackle the complex world of Inherited IRAs, breaking down the rules for spousal and non-spousal beneficiaries. Tune in to learn how to navigate these important financial decisions and optimize your retirement and estate planning. 

 During this show we're going to examine some mid-year 2025 financial steps that could brighten your 2026. 

Call my office at 855-22MONEY, 855-226-6639 if you would like more information or have questions.