Moving Safely into Retirement: Lessons from the Moving Truck

The Retirement Huddle

Nội dung được cung cấp bởi Walter Storholt and Mark Howard. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Walter Storholt and Mark Howard hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

7M ago 13:17

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Have you ever faced the daunting task of moving to a new home? The careful packing, the labeling of boxes, and the strategic loading of the moving truck are all important parts of a smooth transition. What if we told you similar principles apply to planning for your retirement? Listen in as Mark and Ron share some of the unexpected similarities between moving houses and financial planning in today's episode.

Here’s some of what we discuss in this episode:

Like labeling boxes in a move, having a plan for your investment accounts can help you stay on track
Certain financial assets, like emergency funds or retirement savings, require extra care and protection
Similar to securing items in a moving truck, a well-designed financial plan protects assets from market volatility
Rollovers act as the hand trucks of retirement accounts
Hiring a professional to alleviate stress and ensure a successful transition

Want to get in touch with Mark?

https://retirementhuddle.com/ mark@howardfinancialgroup.com 888-511-7526

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