The 4 steps to take to "Spring Clean" your retirement plan

The Safe Money Retirement Show

English - April 17, 2024 13:00 - 11 minutes - 7.62 MB - ★★★ - 2 ratings
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Previous Episode: How can you KNOW that you will have enough income in retirement? For as long as your retirement lasts...

Next Episode: What can you do to get to the MAGIC NUMBER for retirement today?

In this week's episode, we'll explore what steps to take annually to give your accounts a good "Spring Cleaning." What does a big-picture view of retirement look like? How much of your retirement accounts should be protected from market events depending on your age? Do you know what your fees are? Are you sure your estate plan and beneficiary elections are correct? Isn't it time to get answers to the tough retirement questions now?

Join Certified Financial Fiduciary® Tim Wood each week for a discussion about protecting your retirement dollars, guaranteed lifetime income plans, retirement tax planning, and more. Visit us online at www.SafeMoneyRetirement.com for more information or to get a FREE copy of Tim's bestselling book.

Safe Money Retirement® - Insuring Your Retirement Dreams