Moving Safely into Retirement: Lessons from the Moving Truck

The Retirement Huddle

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6M ago 13:17

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Have you ever faced the daunting task of moving to a new home? The careful packing, the labeling of boxes, and the strategic loading of the moving truck are all important parts of a smooth transition. What if we told you similar principles apply to planning for your retirement? Listen in as Mark and Ron share some of the unexpected similarities between moving houses and financial planning in today's episode.

Here’s some of what we discuss in this episode:

Like labeling boxes in a move, having a plan for your investment accounts can help you stay on track
Certain financial assets, like emergency funds or retirement savings, require extra care and protection
Similar to securing items in a moving truck, a well-designed financial plan protects assets from market volatility
Rollovers act as the hand trucks of retirement accounts
Hiring a professional to alleviate stress and ensure a successful transition

Want to get in touch with Mark?

https://retirementhuddle.com/ mark@howardfinancialgroup.com 888-511-7526

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