BONUS call 019

We love starting them young on Better Off, and that’s certainly the case with Kevin from Maryland, our latest BONUS call.

Kevin, just 23 years old, want’s to make sure he has all his finances in order before starting medical school later this summer. His main question is what he should do with an old 401(k) plan. What criteria should he consider before rolling it over? Can he do it on his own or does he need a financial planner? All very good and common questions that will likely apply to some of you listening.

Have a finance question? We want to hear from you! Email us at askjill@betteroffpodcast.com and we’ll arrange to get you on.

Don’t forget, a brand new episode of the Better Off podcast comes out Thursday so stay tuned for more listener questions plus an informative interview.

Better Off is sponsored by Betterment.

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For a recap of every episode, visit https://www.betterment.com/resources/topics/inside-betterment/better-off-podcast/.