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Alter Investments for Retirement Next Year?

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Manage episode 423774523 series 3033836
Kandungan disediakan oleh GenWealth Financial Advisors. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh GenWealth Financial Advisors atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

I’m planning to retire next year, but I’m not sure how to adjust my investments as I get ready to retire. What changes should I make to my strategy? We're answering YOUR questions on this week's Get Ready For The Future Show!

Do I need a will, a trust, or both? Is it OK for me to save money in a money market account for a home purchase down payment in 5 years? In the current environment, should I keep some extra money in cash or should I look at something like a bond fund?

And if you've got a question you want answered on the show, call or text 501.381.5228! Or email your question to show@getreadyforthefuture.com!
Originally aired 6/12/2024

  continue reading

300 episod

Artwork
iconKongsi
 
Manage episode 423774523 series 3033836
Kandungan disediakan oleh GenWealth Financial Advisors. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh GenWealth Financial Advisors atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

I’m planning to retire next year, but I’m not sure how to adjust my investments as I get ready to retire. What changes should I make to my strategy? We're answering YOUR questions on this week's Get Ready For The Future Show!

Do I need a will, a trust, or both? Is it OK for me to save money in a money market account for a home purchase down payment in 5 years? In the current environment, should I keep some extra money in cash or should I look at something like a bond fund?

And if you've got a question you want answered on the show, call or text 501.381.5228! Or email your question to show@getreadyforthefuture.com!
Originally aired 6/12/2024

  continue reading

300 episod

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