EPISODE · Apr 17, 2024 · 11 MIN
The 4 steps to take to "Spring Clean" your retirement plan
from The Safe Money Retirement Show · host Tim Wood. Certified Financial Fiduciary®
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
Embed this episode
What this episode covers
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...
NOW PLAYING
The 4 steps to take to "Spring Clean" your retirement plan
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.