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Home > Retirement Key Radio > Spring Cleaning Your Finances: Tips for Organizing Your Retirement
Podcast: Retirement Key Radio
Episode:

Spring Cleaning Your Finances: Tips for Organizing Your Retirement

Category: Business
Duration: 00:16:56
Publish Date: 2025-03-25 08:00:00
Description:

Do you know when the last time you cleaned out your financial portfolio was? Abe Abich discusses the importance of reviewing and consolidating investments, insurance policies, and other financial assets. He explains the concept of phase one and phase two financial planning, highlighting the shift from accumulating wealth to managing and preserving it in retirement. Abe also touches on the advantages of working with an independent financial advisor and the comprehensive planning process.

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