2024's Best Stocking Stuffers for Financial Freedom

🎄 The holiday season is here! As you're busy stuffing stockings for your loved ones, don’t forget to stuff your own financial stocking with tips that bring you closer to a secure retirement. 🎁

 

Here’s what we discuss in this episode:

0:00 - Intro

1:03 – Maxing out contributions

2:04 – Reviewing your Social Security strategy

3:55 – Consolidating old retirement accounts

5:28 – Bucket strategy

7:07 – Revisit your estate plan

8:40 – Planning for inflation

10:05 – RMDs

11:11 – Risk tolerance

12:54 – Emergency funds

14:39 – Financial checkups

 

Text RETIRE to 21000 to Begin Building Your Retirement Reality Roadmap.

Learn more about Principal Preservation Services: https://principalpreservationservices.com

Schedule an Initial Meeting with Mike: https://calendly.com/ppservices/60-minute-initial-meeting

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