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Ep 97: Inheritance Distributions, Combining 401ks, Investing for Inflation & Retirement – Mailbag Episode

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Manage episode 359455509 series 2891513
Content provided by Scott Sierens. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Sierens 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.

In this episode, we’re opening up the listener mailbag to answer questions about distributions that you might need to take from an inheritance, combining old 401ks into an IRA, and how to invest for inflation and how to invest if you’re on the doorstep of retirement.

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

  • An explanation of what inflation is and how it works. 3:10
  • Why you need to have equities in your portfolio to help combat inflation over time. 6:15
  • The three things you need to do as you approach retirement. 9:58
  • How conservative do you need to be with investing when you get within 5 years of retirement? 14:24
  • Should you combine all of your 401ks into one IRA? 18:32
  • What you need to know about making withdrawals from inherited IRAs. 24:50

Want to get in touch?

Web: https://sierensfinancialgroup.com/

Email: office@sierensfinancialgroup.com

Phone: 847-235-6989

Read more and get additional financial resources here: http://lifemoneyshow.com

Check out our YouTube channel: https://www.youtube.com/channel/UCPhQ-u12d60Z0HNCwwVubdQ

  continue reading

147 episodes

Artwork
iconShare
 
Manage episode 359455509 series 2891513
Content provided by Scott Sierens. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Sierens 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.

In this episode, we’re opening up the listener mailbag to answer questions about distributions that you might need to take from an inheritance, combining old 401ks into an IRA, and how to invest for inflation and how to invest if you’re on the doorstep of retirement.

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

  • An explanation of what inflation is and how it works. 3:10
  • Why you need to have equities in your portfolio to help combat inflation over time. 6:15
  • The three things you need to do as you approach retirement. 9:58
  • How conservative do you need to be with investing when you get within 5 years of retirement? 14:24
  • Should you combine all of your 401ks into one IRA? 18:32
  • What you need to know about making withdrawals from inherited IRAs. 24:50

Want to get in touch?

Web: https://sierensfinancialgroup.com/

Email: office@sierensfinancialgroup.com

Phone: 847-235-6989

Read more and get additional financial resources here: http://lifemoneyshow.com

Check out our YouTube channel: https://www.youtube.com/channel/UCPhQ-u12d60Z0HNCwwVubdQ

  continue reading

147 episodes

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