Retirement Intel: Huge 401(k) Rollover Mistake Made By Many

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Retire Once Show

Johnathan Rankin

64 episodes

6 days ago

The Retire Once Show is a retirement podcast designed to help simplify retirement so that you can retire with confidence. Running out of money in retirement is one of the biggest fears that retirees have. That is why our goal is to help you not just get to retirement, but most importantly, stay retired. Join your hosts, Johnathan R. Rankin CRPC® CEPA®, founder and CEO of Theorem Wealth Management, and Melissa Rankin, Wealth Management Advisor with Theorem Wealth Management Each week, they will cover retirement topics to help you prepare for retirement if you are not retired or help you improve your retirement if you are already retired. They will cover topics such as Social Security, advanced tax planning, IRA's, 401(k)'s, retirement income strategies, investing strategies, stocks and bonds, and ways to help you gain confidence in your retirement plan. Every episode will give you the tools you need to get to retirement and most importantly stay retired. Our goal is to make sure you only have to "retire once" and that work after retirement is optional and not mandatory. Learn more and grab FREE retirement resources by going to www.retireonceshow.com.

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All content for Retire Once Show is the property of Johnathan Rankin and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Self-Improvement

Education

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Retirement Intel: Huge 401(k) Rollover Mistake Made By Many

Retire Once Show

33 minutes 24 seconds

1 year ago

Retirement Intel: Huge 401(k) Rollover Mistake Made By Many

Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning. [START PLANNING TODAY] https://www.theoremwm.com/start-here Welcome to our first-ever live broadcast of "Retirement Intel" with your host, Johnathan Rankin! This weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into the latest trends, insights, and strategies for your retirement planning. In today's episode, we cover a range of topics including:- Market volatility and its impact on big tech stocks.- An interesting chart by Richard Bernstein Advisors on stock performance.- A breakdown of a recent article discussing the misconceptions around Social Security and its future.- Updates on the IRS's Secure 2.0 Act and new rules for 401k and IRA withdrawals.- Common mistakes in rolling over 401k to IRA and how to avoid them.- Six essential things to consider purchasing before retirement, according to a Forbes article.- The latest list of the best and worst states to retire in, and what factors are considered.Join us as we navigate through these critical subjects and provide you with the knowledge you need for a secure and prosperous retirement. If you have any questions or topics you'd like us to cover, drop us a note at retire@theoremwm.com or join us live next week! Articles discussed -https://www.barrons.com/articles/social-security-run-out-benefit-cuts-490e769ahttps://www.wsj.com/personal-finance/retirement/using-your-retirement-account-as-an-emergency-atm-just-got-easier-2ab939bahttps://www.wsj.com/personal-finance/retirement/the-401-k-rollover-mistake-that-costs-retirement-savers-billions-c7a19dfahttps://www.forbes.com/sites/nancyanderson/2024/07/24/6-things-to-pay-for-when-you-are-nearing-retirement/https://www.newsweek.com/best-worst-states-retirement-delaware-bankrate-1928830 Our mission here at Theorem Wealth is to help diligent retirement-focused savers achieve their dream retirement while reducing the stress caused by managing wealth. - Johnathan Rankin CRPC® CEPA®, Founder & CEO - Theorem Wealth Management 😁 [REACH OUT ON FACEBOOK] https://www.facebook.com/Theoremwm/ ➡️ [CONNECT WITH ME ON LINKEDIN] https://www.linkedin.com/in/johnathan-rankin-crpc%C2%AE-cepa%C2%AE-4a908b4a/ 🌐[HOMEPAGE] https://www.theoremwm.com/ 1️⃣[RETIRE ONCE] https://www.theoremwm.com/retire-once-show #TheoremWealthManagement #RetireOnce #RetirementPodcast #Podcast Disclaimer: Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.