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Approaching Retirement? Make These 6 Money Moves Before 2026

Автор: Tommy Two Cents

Загружено: 2025-12-15

Просмотров: 50

Описание: Many people saved well for retirement, but the strategy that built your wealth is not always the one that protects it. In this video Tommy shares six practical financial resolutions for 2026 that can help near retirees strengthen their plan and avoid costly mistakes. These ideas focus on clarity, smarter decision making, and protecting the lifestyle you worked hard to build. If you want more confidence heading into retirement, this video will help you understand what to adjust and why it matters.

Book a time with Tommy → https://form.typeform.com/to/PZWFgVMq

Timestamps:
0:00 Intro
0:27 Why This Matters Now
1:15 Resolution 1: Give Your Money a Job
2:29 Resolution 2: Strategic Spending
3:44 Resolution 3: A Written Game Plan
4:49 Resolution 4: Big Purchases
6:00 Resolution 5: 2026 Checklist
6:51 Resolution 6: Flexibility and Control
7:46 What 2026 is Really For
8:22 Outro

Advisory services are offered through InvestWise Wealth Management, LLC, an investment adviser affiliated with Caitlin John, LLC, an SEC-registered investment adviser. This content is intended for educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. Always consult with a qualified investment, tax, or legal professional regarding your individual circumstances.

The strategies, case studies, and examples discussed are hypothetical and provided solely for illustrative and educational purposes. They do not reflect actual client outcomes and are not guarantees of future results. All investing involves risk, including the potential loss of principal.

Comments shared by viewers reflect their own opinions and do not necessarily represent the views of InvestWise Wealth Management, LLC or Caitlin John, LLC. They have not been verified for accuracy and should not be interpreted as testimonials or endorsements.

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Approaching Retirement? Make These 6 Money Moves Before 2026

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