Protect Your Retirement
Lead In: Spread Holiday Cheer to Your Retirement with These 7 Money Moves
Hello and welcome to an audio intro to EP005 –7 End-of-Year Money Moves to Protect Your Retirement Security
I’m Winn, your beloved leader of the Retirement Revolt.
Thank you for being here with me for insights to build your retirement security!
Let me help you achieve retirement security
December is a whirlwind. Holiday cheer clashes with year-end deadlines, leaving little time for anything else.
But amidst the festive chaos, a crucial task awaits: keep your retirement security in mind.
The Retirement Revolt Substack is here to help!
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In Episode 4, you learned about 3 Places to Stretch Your Retirement Dollar Abroad.
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In Episode 5, you learn key money moves before 2025 arrives. Get full access at: https://bit.ly/rrv005a
Here is an excerpt of today’s episode to get you started:
3. Update Beneficiaries on All Accounts: Ensure your beneficiaries are correctly listed on all your financial accounts—retirement accounts, bank accounts, insurance policies, and investment accounts.
This seemingly simple task is critically important.
Outdated beneficiary designations could lead to delays or complications for your loved ones during probate.
Review each account individually, making any necessary updates to reflect your current family situation and wishes.
Don’t assume everything is correct; take the time to verify all details.
Consider consulting an estate attorney to ensure your wishes are clearly and legally documented.
4. Review Your Insurance Policies: Don’t blindly accept your current insurance premiums. Shop around and compare quotes from different providers, ensuring you’re comparing similar coverage levels.
A lower premium shouldn’t come at the expense of adequate protection…
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I’m Winn, your devoted leader of the Retirement Revolt! 🚀✨
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