Retirement Ready

What’s In Your Financial Junk Drawer?


Listen Later

We all have that drawer in the house with random odds and ends--some of it valuable and some of it you have no idea what to do with. What about in your financial files or folders? Do you know what’s what and what needs to go? 

Click here to see the full show notes. ----more----

Today's rundown:

2:15 - Old life insurance policies should be considered. Do you still need them?

4:12 - Outdated will or estate plan may need updating, especially if a life event has happened since then.

5:16 - Social Security statements (the old green ones) won’t show current numbers, so they aren’t accurate.

8:09 - Orphaned accounts with old 401(k) statements should usually be rolled over.

9:28 - U.S. savings bonds stop earning interest after 30 years.

...more
View all episodesView all episodes
Download on the App Store

Retirement ReadyBy Eric Peterson

  • 5
  • 5
  • 5
  • 5
  • 5

5

5 ratings


More shows like Retirement Ready

View all
Money Matters by Allworth Financial by Allworth Financial

Money Matters by Allworth Financial

853 Listeners

Sound Retirement Radio by Jason Parker

Sound Retirement Radio

444 Listeners

Your Money, Your Wealth by Your Money, Your Wealth

Your Money, Your Wealth

810 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,333 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

536 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

750 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

548 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

700 Listeners

The Boldin Your Money Podcast by Steve Chen

The Boldin Your Money Podcast

197 Listeners

Retire With Purpose - The Retirement Podcast by Casey Weade

Retire With Purpose - The Retirement Podcast

582 Listeners

Retirement Quick Tips with Ashley by Ashley Micciche

Retirement Quick Tips with Ashley

53 Listeners

Retire Today by Jeremy Keil

Retire Today

66 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

833 Listeners

RETIREMENT MADE EASY by Gregg Gonzalez

RETIREMENT MADE EASY

35 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

1,069 Listeners