Wine Down - Power of Attorney - 401Ks - Social Security
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Do you have a question relating to retirement planning that you\\u2019d like answered in a fun way?
In this episode on the Secure Your Retirement Podcast, we have our monthly wine down episode where we answer some of your commonly asked questions about retirement planning in a fun way. We cover questions on social security, 401Ks, power of attorney, and the tax efficiency for a non-IRA account.
Listen in to learn the importance of having a power of attorney and consolidating multiple 401Ks.
In this episode, find out:
- Why do you need to have a durable power of attorney even when you think you don\\u2019t need it?
- The difference between a durable and healthcare power of attorney.
- Why you shouldn\\u2019t be worried about consolidating all your 401Ks accounts in one place.
- How to approach your multiple 401Ks consolidation.
- How to get your annual social security statement to understand what your benefits look like.
- How we\\u2019ve created a variable annuity account to manage non-IRA accounts.
Tweetable Quotes:
- It is not expensive to set up a durable power of attorney, it\\u2019s just naming somebody that can be there if you become incapacitated.\\u201d- Radon Stancil
\\u201cConsolidation is something we believe should be done, it\\u2019s something that\\u2019s going to make your life much simpler.\\u201d- Murs Tariq
Resources:
If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!
To access the course, simply visit POMWealth.net/podcast.
To receive our free book, Get Off the Retirement Rollercoaster, leave a 5-star rating review on Apple Podcasts and send a screenshot to morgan@pomwealth.net.
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