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Some advice just makes good sense. But sometimes the guidance we get doesn’t align with our expectations. That’s not necessarily a bad thing. Let’s talk about some of the counterintuitive financial advice you may, or may not, receive. We'll answer some questions from the "mailbag" and bust up some "rules of thumb" along the way. Plus, we'll see what's buggin' Charles this week.
We often talk about the importance of not leaving a 401(k) with your old company after you no longer work there. Let’s explore some of the benefits of a 401(k) rollover, why you might want to move it to an IRA, what the tax implications are and some of the other essential things to consider.
Do you know what the 4% rule is? That's what Lisa wants to know on this week's edition of Financial Choices Matter. We'll answer her question and also field concerns about getting benefits from an ex-husband's Social Security, what it's like to work with big companies vs. smaller ones, and we'll see what's buggin' Charles.
Let’s explore some ways we can guard against that creep of inflation. Plus, we'll introduce a segment of the show we like to call "Storytime". This week, we'll ask Charles to tell us a story about someone who was getting ripped off by another financial advisor. We'll see how Charles helped solve the problem.