Jae Bratton

Definitely. But before I do that, I want to go back to something that Sarah was saying. Sarah was talking about how her process of rolling over some of her old retirement accounts was not as easy as maybe my experience. And I want to say that mine was maybe a little bit easier than hers and maybe other people's. listening because I only was rolling over two accounts.

Definitely. But before I do that, I want to go back to something that Sarah was saying. Sarah was talking about how her process of rolling over some of her old retirement accounts was not as easy as maybe my experience. And I want to say that mine was maybe a little bit easier than hers and maybe other people's. listening because I only was rolling over two accounts.

I mentioned this before, but I used a service to help walk me through that process. And also, like Sarah, I had a baseline knowledge of a retirement account. So I say all that to say... Mm-hmm. I don't want to put out this impression that rolling over retirement accounts is easy. It's not. It is a complicated process made easier by some services.

I mentioned this before, but I used a service to help walk me through that process. And also, like Sarah, I had a baseline knowledge of a retirement account. So I say all that to say... Mm-hmm. I don't want to put out this impression that rolling over retirement accounts is easy. It's not. It is a complicated process made easier by some services.

I mentioned this before, but I used a service to help walk me through that process. And also, like Sarah, I had a baseline knowledge of a retirement account. So I say all that to say... Mm-hmm. I don't want to put out this impression that rolling over retirement accounts is easy. It's not. It is a complicated process made easier by some services.

So I don't want the listeners to think this is something that I can do in 15 minutes. And it's not. The task of rolling over retirement accounts, I mean, we don't have to do it, but there are benefits, which I will talk about. This is just another example of how the onus is on us to make sure that we are making all the right decisions to safeguard our future in retirement.

So I don't want the listeners to think this is something that I can do in 15 minutes. And it's not. The task of rolling over retirement accounts, I mean, we don't have to do it, but there are benefits, which I will talk about. This is just another example of how the onus is on us to make sure that we are making all the right decisions to safeguard our future in retirement.

So I don't want the listeners to think this is something that I can do in 15 minutes. And it's not. The task of rolling over retirement accounts, I mean, we don't have to do it, but there are benefits, which I will talk about. This is just another example of how the onus is on us to make sure that we are making all the right decisions to safeguard our future in retirement.

The first one I've already mentioned before, but it's worth repeating again, because this is probably the main motivation for many people doing rollovers. And that is just simply simplicity. For people who have held multiple jobs like myself, that's reason enough. Many of us are going to have many jobs in our lifetime before we get to retirement.

The first one I've already mentioned before, but it's worth repeating again, because this is probably the main motivation for many people doing rollovers. And that is just simply simplicity. For people who have held multiple jobs like myself, that's reason enough. Many of us are going to have many jobs in our lifetime before we get to retirement.

The first one I've already mentioned before, but it's worth repeating again, because this is probably the main motivation for many people doing rollovers. And that is just simply simplicity. For people who have held multiple jobs like myself, that's reason enough. Many of us are going to have many jobs in our lifetime before we get to retirement.

And without rolling over those accounts, you'll have to pull money in retirement from multiple pots. And I just wanted mine in one big one. The second draw for rolling over retirement accounts is financial security. Many of us have had multiple jobs.

And without rolling over those accounts, you'll have to pull money in retirement from multiple pots. And I just wanted mine in one big one. The second draw for rolling over retirement accounts is financial security. Many of us have had multiple jobs.

And without rolling over those accounts, you'll have to pull money in retirement from multiple pots. And I just wanted mine in one big one. The second draw for rolling over retirement accounts is financial security. Many of us have had multiple jobs.

And the more jobs we have, we're increasing the likelihood that we'll forget about that 401k that we've had with an employer we had 20 years ago and definitely don't want to forget about that money.

And the more jobs we have, we're increasing the likelihood that we'll forget about that 401k that we've had with an employer we had 20 years ago and definitely don't want to forget about that money.

And the more jobs we have, we're increasing the likelihood that we'll forget about that 401k that we've had with an employer we had 20 years ago and definitely don't want to forget about that money.

And lastly, I would say that your 401k with an employer usually has limited investment options that are pre-selected by that employer. If you're not satisfied with those investment options or the fees attached to those funds, one way to get around that is to roll over your retirement funds into an IRA where you have much more freedom to select the investments that you want.

And lastly, I would say that your 401k with an employer usually has limited investment options that are pre-selected by that employer. If you're not satisfied with those investment options or the fees attached to those funds, one way to get around that is to roll over your retirement funds into an IRA where you have much more freedom to select the investments that you want.

And lastly, I would say that your 401k with an employer usually has limited investment options that are pre-selected by that employer. If you're not satisfied with those investment options or the fees attached to those funds, one way to get around that is to roll over your retirement funds into an IRA where you have much more freedom to select the investments that you want.