Cutler Commentary
Getting your finances in order during a job transition - Timely Topic - Kipper Wagner
December 01, 2025
Getting your finances in order during a job transition starts with clarity, and that’s exactly what Kipper Wagner, CFP® from our Orange County office provides in this short and practical video.
Kipper covers what to do with an old 401(k) to navigating benefit changes; he highlights the steps that can help you stay organized and confident as you move from one role to the next. You’ll learn how to evaluate your retirement plan options, understand how your health and insurance benefits may change, and what decisions you should prioritize in the first few weeks after leaving an employer. Whether you’re stepping into a new opportunity or taking time between roles, Kipper breaks everything down in a straightforward, actionable way.
Click below to watch the video and get a clear overview of the financial items that matter most when leaving a job. If any questions come up; whether about rolling over retirement accounts, managing cash flow, or reviewing your benefits, our team is here to help you take the right next step.
Not changing jobs, but have a friend who is? Feel free to forward this video along! Kipper is happy to schedule a meeting with them to discuss any transition questions they might have.
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These blogs are provided for informational purposes only and represent Cutler Investment Group’s (“Cutler”) views as of the date of posting. Such views are subject to change at any point without notice. The information in the blogs should not be considered investment advice or a recommendation to buy or sell any types of securities. Some of the information provided has been obtained from third party sources believed to be reliable but such information is not guaranteed. Cutler has not taken into account the investment objectives, financial situation or particular needs of any individual investor. There is a risk of loss from an investment in securities, including the risk of loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor's financial situation or risk tolerance. Any forward looking statements or forecasts are based on assumptions and actual results are expected to vary. No reliance should be placed on, and no guarantee should be assumed from, any such statements or forecasts when making any investment decision.
