Thinking about changing jobs or just got promoted? In this episode, Tim and Tim cover 7 key financial considerations, from negotiating offers to managing benefits, to help you navigate the transition with clarity and confidence.
Episode Summary
If you recently changed jobs or just landed a promotion, congratulations! A new opportunity, whether internal or external, often brings exciting possibilities…and important financial decisions.
In this episode, 7 Key Financial Considerations During a Job Transition, YFP Co-Founder & CEO, Tim Ulbrich, PharmD is joined by YFP Co-Founder & COO, Tim Baker, CFP®, RLP®, RICP® to walk you through the most important financial areas to think about when navigating a job change or stepping into a new role.
They cover how to:
✅ Evaluate and negotiate a new offer
✅ Understand your updated benefits package
✅ Make a plan for your old 401(k)
✅ Align your new compensation with your financial goals
...and more.
Whether you’re in the early stages of a transition or already in your new role, this episode is your financial checklist to move forward with clarity and confidence.
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