Apr 30, 2021
The theme this week on the One Minute Retirement Tip podcast is How To Consolidate Old Investment Accounts
Today, I’m talking about how to rollover an old 401k to an IRA account. Too often, I find that clients have old 401k accounts that they never moved into their IRA until years later because it just didn’t seem...
Apr 29, 2021
The theme this week on the One Minute Retirement Tip podcast is How To Consolidate Old Investment Accounts
If you’re in sales, you have no doubt heard the acronym ABC - Always Be Closing. I’d like to suggest a new ABC acronym for you as it relates to consolidating your investment accounts.
Always...
Apr 28, 2021
The theme this week on the One Minute Retirement Tip podcast is How To Consolidate Old Investment Accounts
Yesterday I talked about 3 reasons to consolidate your old investment accounts. Today I’m talking about 2 more reasons to consolidate your old investment accounts: 1) simplify and remove mental clutter & 2)...
Apr 27, 2021
The theme this week on the One Minute Retirement Tip podcast is How To Consolidate Old Investment Accounts
Today, I’m talking about 3 reasons to consolidate your old investment accounts:
simple tax reporting, better tracking of performance and account balances, & ease of implementing a cohesive strategy.
Let’s...
Apr 26, 2021
Recently, we onboarded a new client who had investment accounts at 6 different financial institutions. This new client couple is approaching retirement and it was getting too complicated to track everything and there was no cohesive strategy across all of their accounts. They knew that when they make that transition...