PODCAST EPISODE 247: Hidden Costs of IRA Rollovers

ByPaul Adams

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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Sound Financial Inc. dba Sound Financial Group is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Insurance products and services are offered and sold through Sound Financial Inc. dba Sound Financial Group and individually licensed and appointed agents in all appropriate jurisdictions.

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PRODUCTION CREDITS

Podcast production and show notes by Greater North Productions LLC

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Paul Adams

Author

Paul Adams

CEO & Founder

As CEO and founder of Sound Financial Group Paul leads a team of financial professionals dedicated to helping clients define their financial goals then developing unique, tailored strategies to reach them. Paul tells his clients often that they should always make their financial decisions based upon indisputable math and independent scholarship, not based on media hype, hearsay, or trend.

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