Reviewing 401Ks with Erin Baldi

Do you know where all of your 401K money is?

401Ks are retirement accounts provided through employers. When we change jobs, we can often lose track of where we have these accounts and how much money is in them. There are 4 main options for managing these savings. We will explain the benefits and drawbacks of each option and how to make the most of your funds.

Check out 4:43 to hear what we recommend most often for keeping track of 401K retirement savings.

Click here to learn more about Haussmann Financial.

This episode is hosted by Trudy Haussmann and Erin Baldi.

Trudy has been in the financial services industry since 1985, graduating from the University of California, Los Angeles, with degrees in economics and political science. She is a Certified Financial Planner™ (CFP®). As president of Haussmann Financial, Trudy focuses on asset allocation analysis, retirement planning, insurance, and investment advice, providing ethical guidance free of conflicts. She also educates clients on navigating financial challenges and designs plans to safeguard savings from future expenses like long-term medical care. Trudy is a member of the Financial Planning Association and conducts seminars on various financial planning topics.

Erin is a graduate of the University of Southern California Marshall School of Business, where she earned a degree in Business Administration with a dual emphasis in Marketing and Real Estate Finance.  Erin also holds a Meeting Planning Certification from California State University at Fullerton.  As Director of Public Relations, Erin is responsible for scheduling educational seminars, providing clients information on changes in their retirement benefits and helping clients navigate through the retirement process. Please contact Erin if you have any questions regarding preparing for your retirement. She will provide you with information on upcoming events or assist in scheduling an appointment with one of our advisors.  Erin can be reached at Extension 228.

Visit our website www.haussmannfinancial.com if you would like to know more about Haussmann Financial or call us at (800)773-8700 to schedule an appointment with one of our advisors.

Trudy Haussmann, CFP®, CA Insurance License #0756590

Trudy Haussmann, CFP® is a Registered Representative with, and securities and advisory services are offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC.

Patrick Danly, Financial Advisor; CA Insurance License. #0F88078

Patrick Danly is a Financial Advisor with, and securities and advisory services offered through, LPL Financial, a registered investment advisor, member FINRA/SIPC.