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Alter Investments for Retirement Next Year?

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Manage episode 423774523 series 3033836
Content provided by GenWealth Financial Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by GenWealth Financial Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

I’m planning to retire next year, but I’m not sure how to adjust my investments as I get ready to retire. What changes should I make to my strategy? We're answering YOUR questions on this week's Get Ready For The Future Show!

Do I need a will, a trust, or both? Is it OK for me to save money in a money market account for a home purchase down payment in 5 years? In the current environment, should I keep some extra money in cash or should I look at something like a bond fund?

And if you've got a question you want answered on the show, call or text 501.381.5228! Or email your question to show@getreadyforthefuture.com!
Originally aired 6/12/2024

  continue reading

300 episodes

Artwork
iconShare
 
Manage episode 423774523 series 3033836
Content provided by GenWealth Financial Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by GenWealth Financial Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

I’m planning to retire next year, but I’m not sure how to adjust my investments as I get ready to retire. What changes should I make to my strategy? We're answering YOUR questions on this week's Get Ready For The Future Show!

Do I need a will, a trust, or both? Is it OK for me to save money in a money market account for a home purchase down payment in 5 years? In the current environment, should I keep some extra money in cash or should I look at something like a bond fund?

And if you've got a question you want answered on the show, call or text 501.381.5228! Or email your question to show@getreadyforthefuture.com!
Originally aired 6/12/2024

  continue reading

300 episodes

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