Purpose Driven Finances
Planning When Conditions Change: Social Security, Rollovers, and the QPM Framework
29:50
Key Takeaways
Plan for Change, Don't Predict: Long-term financial security requires adaptive strategies rather than relying on market forecasts or political promises.
Social Security Perspective: Congressional adjustments to retirement programs are inevitable; proactive plans should diversify income sources beyond government benefits.
Rollover Diligence: Transferring 401(k) and 403(b) assets…