Before You Retire: Simplify These 3 Areas скачать в хорошем качестве

Before You Retire: Simplify These 3 Areas

Heading into retirement should feel like freedom, but too many people carry financial clutter into this next phase of life, creating confusion, missed opportunities, and unnecessary stress. In this week’s show, Scott outlines three key areas to simplify before you retire: your bank accounts, your investment and retirement accounts, and your overall strategy. Here’s some of what we discuss in this episode: 🏦 Simplify your bank accounts for clearer budgeting 📂 Clean up old 401(k)s and scattered investment accounts 🧠 Stick to one clear investment strategy that works long-term 📉 Why having money in different places doesn't mean you're diversified 0:00 – Intro 1:30 – Bank accounts 4:00 – Old accounts 7:06 – Investments 9:05 – Chart of the Week 11:00 – Listener Question See the chart of the week: https://www.hicapitalize.com/resource... ____________________________________________ Company website: https://sierensfinancialgroup.com/ Podcast website and resources: https://maxretirementshow.com/ Phone: (847) 235-6989 Contact our team: [email protected] Schedule your no-cost introductory call: https://sierensfinancialgroup.com/sch... Join us for our next financial workshop: https://sierensfinancialgroup.com/ Check out our free guides: Unlocking Hidden Tax Savings Guide: https://maxretirementshow.com/taxes/ Social Security Benefits Guide: https://maxretirementshow.com/socials... Will Your Money Last As Long As You Do Guide: https://sierensfinancialgroup.com/ Facebook:   / sierensfinancial   LinkedIn:   / scott-sierens-sfg