Welcome to the 52 Pearls Weekly Money Wisdom Podcast hosted by Melissa Joy, CFP and Melissa Fradenburg, financial planners at Pearl Planning. Pearl Planning is a wealth management firm located in Dexter and Grosse Pointe Farms, Michigan. Each week we post bite-size financial tips on social media and our website. We call that 52 Pearls. In addition to the podcast, you can follow along on our company Facebook pages. Here's the Dexter page and here's Grosse Pointe Farms.
This week we're talking about what to do with your 401(K) in these times of COVID-19 and economic uncertainty.
- What are my options with my retirement plan if I recently lost my job?
- What if your job is intact? Consider accelerating contributions or doing more.
- What if you might need money from your retirement account?
- What if you have zombie accounts that you are not reviewing or have left at an old employer?
- Retirement plans are a critical component for retirement planning – make sure they’re linked to your financial plan.
You can find additional resources on our blog What Should I do with my 401K.--- Send in a voice message: https://anchor.fm/52pearls/message
The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https:...
