PODCAST EPISODE 247: Hidden Costs of IRA Rollovers

WHAT WAS COVERED

- - 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.

[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”]

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LINKS

The Hidden Costs of IRA Rollovers

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Loserthink: How Untrained Brains Are Ruining America

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