Welcome to Financially Naked: Stories from the Financial Gym! In this episode, Certified Financial Trainers Joy and Sara W discuss the process of rolling over employer-sponsored retirement accounts to other investment accounts. From discussing the why's and how's of rollovers to highlighting the advantages of individual retirement accounts (IRAs), they guide listeners through the process of gaining more control and flexibility over their investments.

Joy and Sara W also delve into the nuances of the rollover process, offering insights into services like Capitalize and empower everyone to take charge on their own. Whether you're considering a DIY approach, exploring Robo advisors, or seeking guidance from a financial advisor, Joy and Sara W provide valuable perspectives to make informed decisions.

For more details check out our show notes here!

If you want to work with a Certified Financial Trainer to help navigate your finances, schedule a free warm-up call today! If you have any ideas or questions for the show, send an email to trainerpodcast@fingyms.com.

What is a Rollover & How Do They Work? With Joy & Sara W