Mailbag: 401(k) Rollover, Bonus Strategy & College vs. Retirement

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Mailbag: 401(k) Rollover, Bonus Strategy & College vs. Retirement

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Want to retire wise? Book a discovery meeting ➡️ https://calendly.com/retirewise-shawn/30-minute-free-discovery-call?month=2026-05

In this mailbag episode, Shawn answers listener questions about retirement planning, extra cash, and competing financial priorities. Rather than quick, one-size-fits-all answers, Shawn walks you through how to think through each decision, so you can move forward confidently instead of guessing based on a “feeling.” When several good options are on the table, having the facts can make the path forward much clearer.

Here’s some of what we discuss in this episode:

🔄 401(k) Rollovers: Consider flexibility before consolidating
🗂️ Account Consolidation: Simplify scattered retirement accounts
💰 Extra Cash: Give bonuses a purpose
🎓 College Costs: Retirement comes first
🧠 Informed Decisions: Take emotion out

Website: https://retirewisepro.com/
Phone: (404) 692-1233
Contact our team: https://retirewisepro.com/contact/

Retirement Toolkit: https://bit.ly/4dqNS5M
The Priority of Retirement Book: https://bit.ly/4eNrKFg

Attend a Live Learning Event: https://bit.ly/4dlHeOb
Complementary guides here: https://bit.ly/4dIC2oV

Shawn’s Kiplinger Features: https://bit.ly/4d9rMGe

YouTube: https://bit.ly/4tFxIfd

Disclosure: https://bit.ly/4x9Aoo4

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