
The 401k has 4 options when it comes to handling assets after you leave your company for whatever reason. We discuss how each option has its own advantages and disadvantages. There is not a silver bullet and each option needs to be evaluated when the time comes. Option 1: Stay in the PlanOption 2: Roll Over to an IRAOption 3: Take a Lump-Sum DistributionOption 4: Convert All or Some to a Roth IRA We also talk about how some people are just natural savers and investors, like natural athletes in sports. Some people just seem to naturally be able to build wealth. In addition, there are some people that aren't natural athletes that need to work on their wealth. If you have a 401k that has become your biggest investment bucket, maybe taking a look at your financial picture can help you become a better wealth builder.
Jun 27, 2021
34 min

Thatcher sits down to chat about the purpose of merging fitness and finance into one mission. It is rarely discussed how important financial planning is for the healthy individual and how taking care of your body and mind can lead to a longer life. Thatcher also talks about the Iron Cowboy, James Lawrence, and his journey to 100 days straight of completing an IronMan Triatholon. Then we have a Q&Q session discussing what to do if you are just starting to save in your 50's, what training program I am using, and how smooth is fast, not slow is smooth.
Jun 16, 2021
37 min
