Skip to site content

With the average person now holding 11.7 jobs over the course of his or her career, according to the Bureau of Labor Statistics, there is a good chance that retirement plan assets get left behind.

If you have ever wondered how best to take your 401(k) assets with you when you switch employers, tune in to this week’s episode of The Money Guy Show.

In this week’s show, we not only cover how to take your retirement plan assets with you when you make a career move, but we also address ways to recover retirement plan assets you may have abandoned, and how to maximize the opportunities you have with your employer-sponsored 401(k) retirement plans.

Here’s what’s in store in this installment of The Money Guy Show:

  • Understand the unique benefits of 401(k) plans
  • The three things you can do with those previous employer retirement plans
  • Ways to identify and recover abandoned retirement plan assets
  • The steps you can take (proactively) if a job change is on the horizon 
  • How to assess which option makes the most sense in your situation
  • Perspective check! Tips on keeping your focus on your financial well-being and not falling into the comparison trap

Enjoy the Show?

Where You Can Watch and Listen:

Subscribe on these platforms or wherever you listen to podcasts! Turn on notifications to keep up with our new content, including:

  • Episodes of The Money Guy Show every Friday
  • Episodes of Making a Millionaire every other Monday
  • Mini-shows every Wednesday
  • Ask Money Guy Livestreams every Tuesday
  • Tons of other fun content!
Related Content

Free Resources

Financial Order of Operations®: Maximize Your Army of Dollar Bills! Thumbnail

Free Resources

Financial Order of Operations®: Maximize Your Army of Dollar Bills!

Here are the 9 steps you’ve been waiting for Building wealth is simple when you know what to do and the order in which to...

Wealth Multiplier By Age Thumbnail

Free Resources

Wealth Multiplier By Age

If you want to set yourself up for future success, find out how much you need to save every month to become a millionaire.

Car Buying Checklist Thumbnail

Free Resources

Car Buying Checklist

Here’s how you can buy a dependable car that won’t break the bank. Our free checklist walks you through the 20/3/8 rule and strategies to...

Articles

How Much Do You Need To Retire With an Average Income? Thumbnail

Articles

How Much Do You Need To Retire With an Average Income?

It’s easy to become discouraged if you have an average or below average income. Saving for retirement is normally more difficult with a lower income;...

Should You Be Spending More in Retirement? Thumbnail

Articles

Should You Be Spending More in Retirement?

It’s difficult to overstate the risk of spending too much in retirement (or saving too little for retirement). Running out of money means moving in...

How To Use a Roth Conversion Strategy in Retirement Thumbnail

Articles

How To Use a Roth Conversion Strategy in Retirement

Do you have a substantial amount of assets in pre-tax retirement accounts like a traditional IRA or 401(k)? If so, it could make sense to...

Financial FAQs

Courses & Tools

How about more sense and more money?

Check for blindspots and shift into the financial fast-lane. Join a community of like minded Financial Mutants as we accelerate our wealth building process and have fun while doing it.

Financial Order of Operations®: Maximize Your Army of Dollar Bills! Thumbnail

Free Resources

Financial Order of Operations®: Maximize Your Army of Dollar Bills!

Here are the 9 steps you’ve been waiting for Building wealth is simple when you know what to do and the order in which to...

Wealth Multiplier By Age Thumbnail

Free Resources

Wealth Multiplier By Age

If you want to set yourself up for future success, find out how much you need to save every month to become a millionaire.

Car Buying Checklist Thumbnail

Free Resources

Car Buying Checklist

Here’s how you can buy a dependable car that won’t break the bank. Our free checklist walks you through the 20/3/8 rule and strategies to...

Recent Episodes

It's like finding some change in the couch cushions.

Watch or listen every week to learn and apply financial strategies to grow your wealth and live your best life.

All of Our Money Rules (And When to Break Them) Thumbnail

Episodes

All of Our Money Rules (And When to Break Them)

Rules exist to protect you from making wealth-destroying mistakes, but what happens when following the rules too rigidly actually costs you money? We're breaking down...

America’s 5 Biggest Wealth Killers Thumbnail

Episodes

America’s 5 Biggest Wealth Killers

Are these wealth killers holding you back right now? Bo exposes America's top five wealth killers and how to avoid them so you can build...

This 401(k) Trend is ABSOLUTELY DEVASTATING (And Getting Worse) Thumbnail

Episodes

This 401(k) Trend is ABSOLUTELY DEVASTATING (And Getting Worse)

What if one withdrawal decision could cost you tens of thousands in retirement? We reveal Vanguard's alarming data on 401(k) hardship withdrawals and our proactive...