096: From Pearl Harbor to Portfolios: Smart Ways to Manage Your 401(k)

This week on Retire Well, host Josh Bretl shares personal reflections from a family trip to Pearl Harbor and connects those lessons of perspective and preparation directly to retirement planning.

Josh and Mark Elliott discuss whether you should move an old employer 401(k) account and how timing plays a major role in your choice.

Josh also answers listener mailbag questions about business succession planning, setting a travel budget, prenuptial agreements in estate planning, and strategies to guard your portfolio against early market downturns.

Ready to talk? Call (630) 478-9599 to schedule your complimentary 15-minute call with a Wellment advisor.