#010: Get Organized - How to Improve Your Chances for a Successful Retirement
7 doable steps for making it easier to be organized with your retirement finances. One of the biggest hurdles to a successful retirement is getting - and staying - organized. It’s easy for account statements, legal forms and other important...
7 doable steps for making it easier to be organized with your retirement finances.
One of the biggest hurdles to a successful retirement is getting - and staying - organized. It’s easy for account statements, legal forms and other important documents to pile up in some hidden away desk or drawer. Before long, things are messy. Not just physically messy, but mentally messy too.
To accurately plan for an awesome retirement, you need to first clean up the mess.
Topics we cover in today's episode:
- Streamline your accounts and Go Paperless
- Verify your Social Security Earnings have been recorded
- Create a Master File
And John talks about the best way to store passwords. The answer may surprise you!
For a complete description of the seven steps and list of important documents to keep safe, visit http://www.bigpictureretirement.net/finances-organized
Have a question for the show? Send it to questions@bigpictureretirement.net
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Don’t miss the Big Picture Retirement Planning Cheat Sheet. We've distilled the essential brackets, thresholds, and rules of retirement into an easy-to-digest, three-page summary. https://www.carrolladvisory.com/pl/2148282517
Want to ask Devin or John your question? Just visit https://www.bigpictureretirement.com/ and look for the tab on the right side that says “Send A Voicemail.”
Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms.
Contact Devin’s team at https://www.carrolladvisory.com/
Contact John’s team at https://www.rossandshoalmire.com/
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