Apr 15, 2022
Everyone has that one drawer in their house that seems to collect all of the things you think you might use one day but never do. Much like the random paper clips and old pens you’ll likely find, there’s also a financial junk drawer that we use to keep all of those old accounts and statements just in case we need them in the future. Let’s talk about how to clean out this drawer and make the most out of everything in our portfolio.
Read more and get additional financial resources: http://johnsonbrunetti.com
What we discuss in this episode:
1:22 – Mailbag question on IRA fees
3:49 – Old life insurance policy
5:33 – Outdated will or estate plan
7:03 – Social Security estimates
7:56 – 401(k) statements from old employers
9:00 – Savings bonds
9:48 – Random investments
11:09 – Help organizing this drawer