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Sisällön tarjoaa Walter Storholt and Mark Howard. Walter Storholt and Mark Howard tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
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Moving Safely into Retirement: Lessons from the Moving Truck

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Manage episode 413144689 series 2643568
Sisällön tarjoaa Walter Storholt and Mark Howard. Walter Storholt and Mark Howard tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

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

  continue reading

100 jaksoa

Artwork
iconJaa
 
Manage episode 413144689 series 2643568
Sisällön tarjoaa Walter Storholt and Mark Howard. Walter Storholt and Mark Howard tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

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

  continue reading

100 jaksoa

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