To roll or not to roll? Why companies want you to keep your funds in your 401k after you leave and we don’t think it’s a good idea.

Hosted By: Joe Bert CFP® & Aaron Bert CFP® Joe Bert CFP® and Aaron Bert CFP® take your calls and provide expert answers to your...

Hosted By: Rodney Ownby CFP® & Aaron Bert CFP® Rodney Ownby CFP® and Aaron Bert CFP® take your calls and provide expert answers to your...

Hosted By: Harry Stadelmayer CFP® & Joe Bert CFP® Harry Stadelmayer CFP® and Joe Bert CFP® take your calls and provide expert...

Hosted By: Gary Abely CFP® & Aaron Bert CFP® Gary Abely CFP®  and Aaron Bert CFP® take your calls and provide expert answers...

Hosted By: Dave Balakrishnan CFP® & Aaron Bert CFP® Dave Balakrishnan CFP® and Aaron Bert CFP® take your calls and provide expert...

Hosted By: Matt Murphy CFP® & Joe Bert CFP® Matt Murphy CFP® and Joe Bert CFP® take your calls and provide expert answers to your...