Episode #12 Career Crossroads: Practical Tips for Navigating Job Transitions with Andrew Altenbach

Episode #12 Career Crossroads: Practical Tips for Navigating Job Transitions with Andrew Altenbach

00:00 Financial Preparedness for Job Transitions 08:17 Managing Retirement Accounts 19:03 Importance of Documentation and Organization 20:30 Best Practices for Document Storage 24:30 Other Pragmatic Benefits Coverage to Consider 26:11 Individual Disability Insurance Coverage 28:24 The Value of Working with an Advisor 33:24 The Importance of Education and Listening in Advisor-Client Relationships 34:11 Remember to Ask Yourself: What Do I Want? In episode 12 of the Cupalo Conversations podcast, financial advisor Andrew Altenbach of the Bulfinch Group offers a consoling hand to those navigating turbulent seas of career transitions. Whether it's the thrilling leap from being a full-time employee to an entrepreneur, or the unexpected plunge into the realm of unemployment, Andrew provides listeners with an array of options for navigating these new waters. We discuss the pragmatic housekeeping stuff such as what to do with your group benefits including retirement accounts, health insurance, disability, and life insurance. Andrew urges individuals to seek guidance as well as to exercise good document storage practices throughout their careers to make transitions like these easier. For anyone navigating the uncharted territories of unemployment or entrepreneurship, you'll emerge from this journey not just unscathed, but empowered to conquer whatever career challenges lie ahead. Connect with Lauren Hannon Sign up for "Cupalo Newsletter" (Lauren's email newsletter): https://cupalo.substack.com/ Follow Lauren on LinkedIn: / hannonlauren Check out Cupalo's website: https://cupalo.io/

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Avsnitt(46)

Episode #46 Artificial Intelligence: Super Power OR Super Problem with Jason Louer

Episode #46 Artificial Intelligence: Super Power OR Super Problem with Jason Louer

Is AI the ultimate tool to unlock human potential, or are we trading our privacy and humanity for convenience? In this episode of Cupalo Conversations, host Lauren Hannon chats with Jason Louer, a se...

27 Nov 202435min

Episode #45 Sh*tHappens: Inventing "The Poopcopter" a Dog Waste Removal Drone with Caleb Olson

Episode #45 Sh*tHappens: Inventing "The Poopcopter" a Dog Waste Removal Drone with Caleb Olson

For the dog feces handler in all of us—meet the Poopcopter, the drone that steps in and picks up, so you don’t have to. In this episode of Cupalo Conversations, join host Lauren Hannon as she intervi...

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Episode #44 How to Think Like a Business Owner: From Craftsperson to CEO with Brad Koehn

Episode #44 How to Think Like a Business Owner: From Craftsperson to CEO with Brad Koehn

In this episode of Cupalo Conversations, Brad Koehn shares invaluable insights on the shift from employee to business owner, diving into the mindset changes required to build a profitable business. ...

7 Nov 202429min

Episode #43 Life on the Line with Chef Tony Andiario

Episode #43 Life on the Line with Chef Tony Andiario

In this episode of Cupalo Conversations, host Lauren Hannon sits down with celebrated chef Tony Andiario, the James Beard semifinalist and co-owner of the acclaimed West Chester, PA restaurant, Andiar...

31 Okt 202429min

Episode #42 The Miraculous & the Macabre: Weird Catholic Handbook with Author Michael Lichens

Episode #42 The Miraculous & the Macabre: Weird Catholic Handbook with Author Michael Lichens

Do you savor a good ol' fashioned ghost story? Do you enjoy stepping into a room filled to brim with human bones? What about facing your mortality head on? Well, well, well. Do I have a podcast (and...

24 Okt 202443min

Episode #41 Kids Over Corporate: Family, Faith, and Modern Parenting with Ally Hieronymus

Episode #41 Kids Over Corporate: Family, Faith, and Modern Parenting with Ally Hieronymus

Ally is thriving in what some might consider "today's abnormal" as a stay-at-home mom of five soon to be six kiddos! In this episode of Cupalo Conversations, host Lauren Hannon interviews Ally Hieron...

17 Okt 202434min

Episode #40 The Great Escape: From 9-to-5 Grind to 6-Figure Freedom with Daniel Vassallo

Episode #40 The Great Escape: From 9-to-5 Grind to 6-Figure Freedom with Daniel Vassallo

Ever thought of quitting your soulless full time job to work for yourself? What about when you're making $500k+??? In this episode of Cupalo Conversations, host Lauren Hannon sits down with Daniel Va...

10 Okt 202449min

Episode #39 Semper Fi: Loyalty, Learning, & Leading in Tech with Marine Veteran Jared Olhoft

Episode #39 Semper Fi: Loyalty, Learning, & Leading in Tech with Marine Veteran Jared Olhoft

00:00 Jared's Journey: From Military to Technology Leadership 03:18 Jared's Intro and Entrance into the Military 05:08 Transitioning from Military to Corporate Culture 05:52 Impact of Military on Jare...

3 Okt 202431min

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