Ep 211: Repurposing Your Old Financial Accounts

On this episode:

If you’re like most people, you probably have some financial accounts that you don’t give much attention. The statements are just collecting dust in your file cabinet but they might actually be hidden gems that could be put to much better use.

On this episode of Retirease Radio, let’s talk about some of the accounts that people tend to ignore for too long. Victor will lay out some planning opportunities that are worth considering because you could be earning more in some cases or saving more in others.

Listen now!

Specific learning points:

  • Three things you should evaluate in your 401(k) to determine if that money is better suited elsewhere. (1:25)
  • Why people are surprised that replacing your life insurance policy might be cheaper now than it was when you first purchased it. (4:18)
  • Why savings accounts and money market accounts present a good planning opportunity. (6:02)
  • Is there anything you should be doing with an old pension fund? (8:36)

More resources:

Are You Paying Too Much In Taxes In Retirement? Click here to download the free guide

Click here to claim your FREE Elder Law Guide


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Retirease Radio is hosted by Victor J. Medina, a Certified Elder Law Attorney (CELA®) and a Certified Financial Planner (CFP™). Founder of Medina Law Group & Palante Wealth Advisors, Victor and his companies are dedicated to empowering people through education about estate planning and their finances.