Lazy Money Part Two: Unlocking Hidden Wealth in Your Retirement Accounts
Автор: Pinkfix My Money by #pinkfix Productions
Загружено: 2026-01-26
Просмотров: 4
Описание:
Join Jessica Weaver, wealth advisor and founder of The Wealth Boutique, as she dives deeper into "lazy money" and how you can get your retirement accounts working harder for you! In this episode, Jessica shares eye-opening real-life examples from her 15+ years in finance, including how two women with similar savings strategies ended up with dramatically different retirement outcomes—one with $800K and another with $2.5M—all depending on their investment choices.
You’ll learn her simple 3-step process for boosting your financial future:
• Consolidate – Get organized and simplify your accounts for better management.
• Convert – Leverage smart tax strategies to maximize savings and move towards tax-free income.
• Realign – Match your investments to YOUR goals and risk tolerance for greater peace of mind.
From old 401(k)s and IRAs to annuities and target date funds, Jessica uncovers common mistakes and missed opportunities, showing how one client unlocked $1.5 million in potential retirement income and long-term care benefits through these strategies.
PLUS: Watch my last video, “Lazy Money: Estate", focusing on estate planning and how to rescue money trapped in poorly managed estates.
Subscribe for more powerful financial insights and stories from the women who are building—and protecting—their millions!
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