How Money Works: Financial Considerations For Job Transitions

Welcome to the How Money Works Podcast with husband and wife team Craig Moser, CFP and Jennifer Moser of Maestro Wealth Advisors. This show will cover all the essential financial and retirement planning elements you need to know to make it to, and through, retirement.

Join us each episode for valuable information on how to avoid some of the common financial pitfalls that others make.

Craig and Jennifer have more than 30 years of experience helping people to retire successfully in the Triad area of North Carolina. Their offices are in Winston-Salem & Greensboro.

If you need any help with your financial or retirement plan, give them a call at 336-448-1086 or visit the website, MaestroWealth.com.

Financial Considerations For Job Transitions

Mar 7, 2024

Being in between jobs can be frustrating. If you find yourself in this season, it’s important to have a clear plan of action to keep your finances in order. Stay tuned as Craig and Jennifer discuss some areas to consider for those facing job changes, layoffs, or contemplating early retirement.

Here’s some of what we discuss in this episode:

Do you have enough time and resources to start over in a new career?
The considerations should be made before venturing into entrepreneurship
How will you cover health insurance costs during this time?
Is this a good time to roll over your 401(k), and what factors should be considered?
When receiving a severance package, should you opt for lump sum or monthly installments?
The importance of having sufficient insurance coverage beyond life insurance

Get additional financial resources: https://maestrowealth.com/how-money-works-podcast/

Schedule a meeting: https://timetoseemaestrowealth.as.me/ReadytoBegin

Disclosure:

Securities offered through World Equity Group, Inc., member FINRA and SIPC, a Registered Investment Adviser. Investment Advisory Services offered through Retirement Wealth Advisors, Inc., an SEC Registered Investment Advisor. Maestro Wealth Advisors, LLC, Maestro Insurance Services, Inc., and Retirement Wealth Advisors are separate entities and are not owned or controlled by World Equity Group, Inc.

The information and materials provided here, whether supplied by third party websites, marketing materials, newsletters or any form of publication are provided for general information only. None of the information contained here constitutes an offer (or solicitation of an offer) to buy or sell any product or financial instrument. It does not take into account your personal investment objectives, specific investment goals, specific needs or financial situation and makes no representation and assumes no liability to the accuracy or completeness of the information provided here.

How Money Works

Financial Considerations For Job Transitions

Financial Considerations For Job Transitions

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