It’s Sunday, which means...It’s recap time! This week, 

Here’s what we covered in each episode this week: 

I talked about the quick win you can get by creating a simple inventory list of your assets and your accounts, as well as documenting your trusted contacts like your CPA, attorney, and financial advisor. This one quick and easy step is going to be the easiest and most helpful thing you can do to get organized and save your loved ones a lot of heartache, because they won’t have to go looking through your file cabinets or old bankers boxes in the midst of their grief, trying to make heads or tails of your accounts and trying to determine which ones still exist. 

Then I gave you some guidelines about what to keep, what to shred, and a few good organizational systems you can use to set yourself up for success. 

Hopefully after listening to the One Minute Retirement Tip this week, you will at least get started on this process with a simple inventory list - even if you do nothing else, that’s a big win! 

Tomorrow, we are starting a brand new theme: Debt Free Retirement. I’ll share with you how and why you can work toward a debt free retirement, covering everything from paying off your house to methods of paying off your debt, so you can get to work on a retirement full of flexibility with your finances because your free from the bondage of debt. 

And if you haven’t already, be sure to check out my YouTube channel - True North Retirement, where I cover a wide variety of retirement planning topics - everything from RMD mistakes smart retirees don’t make to understanding non-qualified deferred compensation plans.

That’s it for this week! Thanks for listening and I hope you have a blessed Sunday! 

My name is Ashley Micciche and this is the “One Minute Retirement Tip”.

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