Financial Planning Financial planning is a systematic process designed to help you reach your monetary goals. Let’s get started. Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content Consequences Make more informed financial decisions with Waddell & Reed WealthLink. I can show you how. What's So Great About a Rollover? Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan. Retirement Plan Distributions There are a number of ways to withdraw money from a qualified retirement plan.