Financial Strategies for Job Transitions

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.

Mentioned on the Show

• YFP 384: Beyond Salary: Negotiating Your Value in the Workplace
• Never Split the Difference by Chris Voss
• YFP 328: How to Navigate Open Enrollment & Employer Benefits
• YFP Episode 408: What Should You Do With an Old 401(k)
• YFP Episode 404: 5 Key Questions to Ask When Hiring a Financial Planner