Options for Old Retirement Plan

We kick off the first show of 2020 with Matt from Maryland who will be leaving his job later in the year and is wondering what he should do with his retirement plan upon leaving. Leave where it is, rollover, convert to a Roth?

Next up was John from Virginia whose goal is to reach financial independence by the age of 40. At the age of 28, is he on track to accomplish such a lofty goal?

Every ambitious professional is trying to navigate a perilous global economy to do work that is lucrative and satisfying, but some find success while others struggle to get by. In an era of remarkable economic change, how should you navigate your career to increase your chances of landing not only on your feet, but ahead of those around you?

In How to Win in a Winner-Take-All World, Neil Irwin, senior economic correspondent at the New York Times, delivers the essential guide to being successful in today’s economy when the very notion of the “job” is shifting and the corporate landscape has become dominated by global firms. 

Irwin shows that the route to success lies in cultivating the ability to bring multiple specialties together, to become a “glue person” who can ensure people with radically different technical skills work together effectively, and how a winding career path makes you better prepared for today's fast-changing world. 

Using insights from global giants like Microsoft, Walmart, and Goldman Sachs, and from smaller lesser known organizations, How to Win in a Winner-Take-All World illuminates what it really takes to be on top in this world of technological complexity and global competition.

Have a money question? Email me here.

"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.