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Listen to Money Wisdom with Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP® and gain key financial insights to help you make informed decisions for your future. Jake and Nick aim to provide clarity and guidance, addressing your questions and shining a light on the real financial challenges facing today’s retirees.

Dec 2, 2022

Most people think of their home as their largest asset. But for retirees, that may not be the case. In fact, your retirement savings may be your biggest asset. And it's important to manage those assets carefully in order to ensure a comfortable retirement. In this episode, we will discuss some tips for managing your retirement savings wisely.

 

Here’s what we discuss in this episode:

0:52 – The 401(k) account

1:55 – How the house fits into planning

3:25 – Your Social Security

5:44 – Future savings potential

7:16 – All of your smaller accounts  

9:22 – Mailbag question on 401(k) rollovers

10:46 – Mailbag question on getting married a second time

12:48 – Mailbag question on inherited IRAs

 

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