Highest and best use of your 401k assets?

Holy Family Orlando Catholic Church
Many neglect their fiscal responsibilities. The time to worry about your future is when you don’t need to.

Meeting with Wells Fargo this morning to discuss rolling over the Disney 401k, managed by Fidelity Investments.

Fidelity would like it to keep it in the family – rollover the corporate 401k into a different Fidelity investment opportunity. This would eliminate any (albeit remote) possibility of a “claw back‘.

While claw backs are highly unlikely with a company like Disney, there are no guarantees.

There have been real life examples where companies have collapsed (remember Enron) and 401k nest eggs destroyed.

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Buy low, sell high

Disney Stock split history


(photo: Disney stock split history, last split was 3-for-1 in 1998 when it had reached $111)

One of the first priorities beginning the day after retirement is making a one-time, penalty-free 401k withdrawal.

Disney stock has been as high as $91 this year.

It went down to $81 just a week ago.

Timing, and courage, are of the essence.

The stock market is doing well, but terrorists could change that in a single day.

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Calling the call center is at the top of our joy list, right?

Mid Life Celebration chair logo


(photo: Mid Life Celebration was inspired in 1979 by a woman sitting on a chair similar to this one)

Refreshing isn’t it? When we stumble upon remarkably helpful call center support.

The special benefits advisors have been extraordinarily helpful. And with each call another layer of personal growth and understanding happens for the caller.

We travel down roads in life we’ve never been down before. We’ve probably seen the road (various life events) on a map, but never had the opportunity to drive on it.

Until the time comes. Usually unpredictably.

These life events are potentially scary because they are big ones.

But there’s always a chance our fear was unfounded.

Come to find out, the drive can be actually much better than we expect.

Guessing it’s because we reap what we sow.

All in preparation to sow even more.

To help more people, in better ways, more often.

Today’s career thought continues with a home thought for the day at the Next Blog