Retirement Quick Tips with Ashley

How To Consolidate Old Investment Accounts | Weekly Recap


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

The theme for this week was: How To Consolidate Old Investment Accounts

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

  • 5 reasons to consolidate you old investment accounts 
  • The ABCs of consolidating 
  • A step-by-step tutorial on how to consolidate your old 401ks to your IRA
  • And lastly, how to pick the right financial institution and the right advisor to consolidate your accounts with - not an easy decision, but an important one. 

Hopefully after listening to the One Minute Retirement Tip this week, you are motivated to simplify your life and finally consolidate your old 401k accounts and other investment accounts that have just been drifting for years like a rudder-less ship. 

Tomorrow we’re starting a brand new theme: WTF are NTFs? Have you heard of NFTs? It stands for non-fungible token is a unit of data stored on a digital ledger, and if you still have no clue WTF I’m talking about, you’re not alone, so I’ll do my best to explain this type of crypto investment next week. Frankly, I’m not even sure that I want to tackle this because it’s super confusing and pretty strange, but it’s worth a breakdown since you’ll likely be hearing more about this in the months to come. 

And if you haven’t checked out my YouTube channel - True North Retirement - head over to YouTube and subscribe. I post a new video on Sundays, and each video is aimed at helping you live a fulfilled and financially secure retirement. 

Thank you so much for listening this week! My name is Ashley Micciche and I hope you have a blessed Sunday.

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>>> Subscribe on iTunes: https://apple.co/2DI2LSP

>>> Subscribe on Amazon Alexa: https://amzn.to/2xRKrCs

>>> Check out our blog: https://truenorthretirementadvisors.com/blog/

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Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance

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Retirement Quick Tips with AshleyBy Ashley Micciche

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