What to Do with Old Retirement Plan?

Most people nowadays have an old retirement account out there from a previous employer. What should you do with it? Leave it where it is? Roll it over into the new plan? Put it into a rollover IRA? That was the discussion as we kicked things off with Nate from Texas.

Sticking with retirement plans, when does it make sense to starting converting a traditional IRA into a Roth IRA? That’s what Steve from Minnesota wanted to discuss.

When fast-scaling startups and global organizations get stuck, they call our guest in hour two, Aaron Dignan.

In his recently released book, Brave New Work: Are You Ready to Reinvent Your Organization?, he reveals his proven approach for eliminating red tape, dissolving bureaucracy, and doing the best work of your life.

He’s found that nearly everyone, from Wall Street to Silicon Valley, points to the same frustrations: lack of trust, bottlenecks in decision making, siloed functions and teams, meeting and email overload, tiresome budgeting, short-term thinking, and more.

Is there any hope for a solution? Haven’t countless business gurus promised the answer, yet changed almost nothing about the way we work?

That’s because we fail to recognize that organizations aren’t machines to be predicted and controlled. They’re complex human systems full of potential waiting to be released.

Dignan says you can’t fix a team, department, or organization by tinkering around the edges. Over the years, he has helped his clients completely reinvent their operating systems, the fundamental principles and practices that shape their culture, with extraordinary success.

In Brave New Work you’ll learn exactly how organizations are inventing a smarter, healthier, and more effective way to work. Not through top down mandates, but through a groundswell of autonomy, trust, and transparency.

Have a money question? Email me here.

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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.