On this episode of The Retirement Matters Podcast, we go into a quick brain teaser that actually plays a little bit of a role into understanding the complexities of retirement planning. Deeper into the show, we discuss what consolidation is inside of retirement planning, and why it may make sense for you if you have worked in a lot of different places, you may find yourself with a lot of different types of accounts that need to be brought all under one clear and easy to understand plan, and sometimes that means consolidating accounts altogether. Just like everything we recommend on our show, this decision to consolidate needs to be taken into effect with an overall plan and you need to be working with an advisor- if you would like a second set of eyes on your plan with someone who specializes specifically in retirement income phase, we would be happy to assist you with that! Call our office at 270-600-PLAN. We're here to help and happy to help!
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This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.
