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Planning for retirement and want to simplify your finances? Many retirees carry unnecessary baggage into retirement, such as whole life insurance policies, old annuities, concentrated stock positions, RVs, timeshares, and even rental properties. While these may have once seemed like smart investments, they now create financial stress, higher costs, and unnecessary complexity. In this video, I’ll explain which investments and “toys” you should consider letting go of before or during retirement. You’ll learn why whole life insurance and expired term policies often no longer serve your retirement plan, how to evaluate whether to keep or surrender an annuity, and the risks of holding too much of a single stock in retirement. I’ll also cover why unused RVs, timeshares, and rental properties can drain your wealth instead of supporting your retirement lifestyle and how simplifying can help you achieve financial freedom with less stress. Follow Us for More Financial Insights: Download our Free Guide, "Retirement by Design" : https://bit.ly/46zb1zH 📅 Your Wealth Deserves a Plan. Learn How we Can Help Here: https://bit.ly/4eCNWjm 👍 Facebook: / pacesferrywealth 💼 LinkedIn: / pacesferrywealth If you’re planning for early retirement, already retired, or simply want to reduce financial clutter, this video is for you. You’ll discover how eliminating unnecessary costs can free up thousands of dollars, protect your retirement portfolio, and give you more time to focus on what matters—family, travel, hobbies, and living a stress-free retirement. 💡 More Wealth Planning Case Studies: 📌 Everything That Happens To Social Security If You Retire at 55: • What Happens To Social Security Benefit If... 📌 Claimed Social Security Too Early? Here’s What to Do: • Claimed Social Security Too Early? Here’s ... 📌 3 Big Risks When You Are Retiring With a Pension: • 3 Big Risks When You Are Retiring With a P... Don’t let financial clutter, old insurance policies, or unnecessary investments weigh down your retirement years. 👍 Like, 💬 comment, and 🔔 subscribe for weekly retirement planning strategies and financial planning tips. #retirementplanning #financialfreedom #earlyretirement #financialplanning Paces Ferry Wealth Advisors, LLC is a registered investment advisor (“RIA”) with the U.S. Securities and Exchange Commission (“SEC”). This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. SEC registration does not constitute an endorsement of the Firm by the Commission, nor does it indicate that the Firm has attained a particular level of skill or ability. Information presented does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. This information should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. This presentation should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the adviser as of the date of the presentation and are subject to change.