WHAT WAS COVERED
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- 00:00 – Episode begins Paul welcomes listeners.
- 02:25 – Article Breakdown: The Hidden Costs of IRA Rollovers
- 15:28 – Examples of rolling over to IRA’s.
- 23:10 – When does an IRA rollover make sense.
- 28:22 – Considering “Value”.
- 29:50 – Episode ends, thank you for listening.
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[Tweet “There’s nothing wrong with financial advisors having steak dinner seminars, but the question is, is the presentation about a process and building relationship? Or is it about selling a specific financial product? That is a warning sign that they may not have you best interest in mind. #YourBusinessYourWealth”]
[Tweet “If the moment you need the money you’ve invested and you can’t have it, you might as well have not had it all… #YourBusinessYourWealth”]
[Tweet “People don’t even buy fruit like the way this article says people should buy investments…#YourBusinessYourWealth”]
LINKS
The Hidden Costs of IRA Rollovers
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Cape Not Required (Cory’s Book)
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Clockwork: Design Your Business to Run Itself
Loserthink: How Untrained Brains Are Ruining America
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PRODUCTION CREDITS
Podcast production and show notes by Greater North Productions LLC