Taking Out the Financial Trash in Your Retirement Plan
Автор: Maestro Wealth Advisors
Загружено: 2025-12-18
Просмотров: 5
Описание:
As retirement gets closer, the small financial issues you've ignored can start to pile up fast. In this episode, Craig walks through the most common "financial trash" people carry into retirement, and how to start the process of cleaning it up. What financial clutter should you clean up before retiring? If you want a clearer, more confident path into retirement, this episode shows where to start.
Here's some of what we discuss in this episode:
🧹 Cash Flow Cleanup: planning income and mortgage payments
💳 Debt & Risk: reducing financial pressure before retirement
💤 Lazy Money: cash losing ground due to inflation
🏦 Pension Choices: evaluating pension versus lump sum decisions
🏢 Life Changes: navigating company sales and job transitions
Contact Maestro Wealth:
Web: https://maestrowealth.com/
Email: [email protected]
Phone: 336-448-1086
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