Ep 71: Putting Those Old Accounts to Work

The Retirement Huddle

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1+ y ago 13:10

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If you’re like most people, you probably have some financial accounts that you don’t give much attention. The statements are just collecting dust in your file cabinet, but they might actually be hidden gems that could be put to much better use.

Today we’ll talk about some of the accounts that people tend to ignore for too long and why you shouldn’t. With some proper planning, you can probably find a better use for that money.

Here’s some of what you’ll learn in this episode:

· Why you could be missing opportunities with your old 401ks. (1:09)

· What you can do with old life insurance policies. (3:38)

· What to do with money in savings accounts and CDs. (5:54)

Want to get in touch with Mark?

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

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