It’s Sunday, which means...it’s recap time here on the Retirement Quick Tips Podcast

This week the theme was:What To Do With A $300,000 Inheritance

In case you missed any episodes, here’s what I covered this week…

• Don’t Make Major Decisions For 6-12 Months
• Avoid Found Money Syndrome
• Realign The Portfolio To You
• Make A Concrete Plan For Inheritance Dollars
• Case Study: I Just Received A $300,000 Inheritance

The most important takeaway from this week is:  

Tomorrow I’m starting a brand new weekly theme: How Much Is Enough? 

Saving for retirement is a lot like one of my favorite books growing up - Goldilocks. Save too much, work too hard for too long and you’re likely to find that the sacrifices were too great and you didn’t enjoy the working years and you didn’t have enough healthy and relaxed years to enjoy your retirement. 

Save too little, and you’re not going to be able to afford to do much else then sit around and watch Fox News and College Football all day.

Save just the right amount, work just long enough to still enjoy the healthy go-go years of retirement and you’ve found yourself a winning combination.

So next week I’ll talk more about how to tell when you’ve hit the baby bear scenario in Goldilocks, where everything is just right.

Thank you so much for listening this week! If you’re enjoying the podcast, chances are someone else you know who is getting close to retirement could also benefit from checking it out, so please share the show with a friend, a neighbor, your sister, or your boss. Just go to your favorite podcasting app, hit the share icon, then text or email the show link to someone you know who is eyeing retirement. 

Thanks for sharing the love and spreading the word. I hope you have a blessed Sunday. My name is Ashley Micciche, this is the Retirement Quick Tips Podcast.

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