Heading into retirement should feel like freedom, but too many people carry financial clutter into this next phase of life, creating confusion, missed opportunities, and unnecessary stress. In this week’s show, Scott outlines three key areas to simplify before you retire: your bank accounts, your investment and retirement accounts, and your overall strategy.
Here’s some of what we discuss in this episode:
🏦 Simplify your bank accounts for clearer budgeting
📂 Clean up old 401(k)s and scattered investment accounts
🧠 Stick to one clear investment strategy that works long-term
📉 Why having money in different places doesn't mean you're diversified
See the chart of the week: https://www.hicapitalize.com/resources/the-true-cost-of-forgotten-401ks/
Company website: https://sierensfinancialgroup.com/
Podcast website and resources: https://maxretirementshow.com/
Phone: (847) 235-6989
Contact our team: office@sierensfinancialgroup.com
Schedule your no-cost introductory call: https://sierensfinancialgroup.com/schedule-a-meeting/
Check us out on YouTube: https://www.youtube.com/channel/UCPhQ-u12d60Z0HNCwwVubdQ
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