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How higher interest rates are a good thing if you are getting ready for retirement | Half of people have this problem 5 years into retirement | Is the 401(k) really your friend? | Passing down financial assets to your family effectively | The dos and don’ts of a 401(k) conversion

How higher interest rates are a good thing if you are getting ready for retirement | Half of people have this problem 5 years into retirement | Is the 401(k) really your friend? | Passing down financial assets to your family effectively | The dos and don’ts of a 401(k) conversion

Fire Your Financial Advisor by Golden Reserve · Greg Aler

November 11, 202358m 56s

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Show Notes

  • Should you be worried about or should you celebrate higher interest rates?
  • Myth Buster: Addressing the number one worry of people getting ready for retirement.
  • Now that we are using our 401(k), is it coming up short?
  • Passing down your financial legacy takes some planning.
  • What is the right time to do a 401(k)-to-Roth conversion?

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