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Before You Retire: Simplify These 3 Areas
Manage episode 482354169 series 2891513
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
See the chart of the week: https://www.hicapitalize.com/resources/the-true-cost-of-forgotten-401ks/
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/schedule-a-meeting/
Check us out on YouTube: https://www.youtube.com/channel/UCPhQ-u12d60Z0HNCwwVubdQ
166 episodes
Before You Retire: Simplify These 3 Areas
The Retirement Show: Your Life, Your Money with Scott Sierens
Manage episode 482354169 series 2891513
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
See the chart of the week: https://www.hicapitalize.com/resources/the-true-cost-of-forgotten-401ks/
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/schedule-a-meeting/
Check us out on YouTube: https://www.youtube.com/channel/UCPhQ-u12d60Z0HNCwwVubdQ
166 episodes
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