In this podcast we share how investors can take charge of their employee sponsored retirement savings plans and the options they have when changing jobs or retiring.
Based on our whitepaper of the same name, podcast highlights include:
- Powerful information that could potentially save you in taxes and fees
- Tips to help you put one step ahead in your retirement preparations
- How to avoid critical mistakes
Remember, as a listener, you are part of the process and we encourage you to ask questions, make comments and offer suggestions for future shows. To participate, please send an e-mail to firstname.lastname@example.org or join the conversation on Twitter with Victor Gaxiola (@victorgaxiola) and Kim Gaxiola (@kimgaxiola) using the hashtag #AskTGF. We also encourage you to follow us on Facebook, and connect with us on Instagram and LinkedIn.
- Download the Taking Charge of Your 401(k) Whitepaper
- Schedule a chat with the TechGirl Financial Team
- Contact us
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor. TechGirl Financial™ and Cambridge Investment Research, Inc., are not affiliated companies.
Please be sure to speak to your financial professional to carefully consider the differences between your company retirement account and investing in an IRA. These factors include but are not limited to change to availability of funds, withdrawals, fund expenses, and fees.
Discussions in this show should not be construed as specific recommendation or investment advice. Always consult with your investment professional before making important investment decisions