#513 - Should I Consolidate My Accounts in Retirement?

If you have different retirement accounts at various brokerage firms, you may wonder whether you should consolidate them. One listener asked me that very question today. I’ll answer it along with several others–don’t miss the one about my finance book recommendations.

Are you curious about how you can improve your relationship in retirement? Then, make sure to listen to Mark Ross’s suggestions in the Bring It On segment.

Festina Lente

Festina lente means to make haste slowly. Even though we all go at different speeds, we must make haste but carefully so and with deliberation.

Creating a retirement plan should be done quickly, however, it shouldn’t be rushed. You must take time to let your ideas marinate. Have conversations, contemplate your ideas, and get it done right.

If you have married later in life and would like to be our next case study for Retirement Plan Live make sure you are signed up for the Six-Shot Saturday newsletter so that you can submit your application.