We’ve all heard the phrase about having too many cooks in the kitchen. Matt tells us about a time he found out his client had four different financial advisors. It prompted him to say, “You’ve got what?” That’s where we’ll pick up the story on today’s podcast and learn why having too many advisors causes trouble.
401k rollovers are useful tools for transferring retirement accounts. They give you more control over your portfolio and help to alleviate potential tax burdens. Let’s explore the benefits of 401k rollovers.
Matt gives us another solo podcast. This time, his thoughts are on how to ensure a worry-free retirement where someone can spend for their lifestyle without fear of running out of money.
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