Weekly financial and retirement planning guidance with Mike Kojenen of Principal Preservation Services. Mike serves western Wisconsin and the Twin Cities areas of Minnesota.
All content for Retirement Reality Podcast is the property of Mike Kojonen and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Weekly financial and retirement planning guidance with Mike Kojenen of Principal Preservation Services. Mike serves western Wisconsin and the Twin Cities areas of Minnesota.
2024's Best Stocking Stuffers for Financial Freedom
Retirement Reality Podcast
17 minutes 32 seconds
10 months ago
2024's Best Stocking Stuffers for Financial Freedom
🎄 The holiday season is here! As you're busy stuffing stockings for your loved ones, don’t forget to stuff your own financial stocking with tips that bring you closer to a secure retirement. 🎁
Here’s what we discuss in this episode:
0:00 - Intro
1:03 – Maxing out contributions
2:04 – Reviewing your Social Security strategy
3:55 – Consolidating old retirement accounts
5:28 – Bucket strategy
7:07 – Revisit your estate plan
8:40 – Planning for inflation
10:05 – RMDs
11:11 – Risk tolerance
12:54 – Emergency funds
14:39 – Financial checkups
Text RETIRE to 21000 to Begin Building Your Retirement Reality Roadmap.
Learn more about Principal Preservation Services: https://principalpreservationservices.com
Schedule an Initial Meeting with Mike: https://calendly.com/ppservices/60-minute-initial-meeting
Watch Retirement Reality on Demand: https://bit.ly/40VIByr
Retirement Reality Podcast
Weekly financial and retirement planning guidance with Mike Kojenen of Principal Preservation Services. Mike serves western Wisconsin and the Twin Cities areas of Minnesota.
