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Alter Investments for Retirement Next Year?

Alter Investments for Retirement Next Year?

The Get Ready For The Future Show · GenWealth Financial Advisors

June 15, 202435m 40s

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Show Notes

I’m planning to retire next year, but I’m not sure how to adjust my investments as I get ready to retire. What changes should I make to my strategy? We're answering YOUR questions on this week's Get Ready For The Future Show!

Do I need a will, a trust, or both? Is it OK for me to save money in a money market account for a home purchase down payment in 5 years? In the current environment, should I keep some extra money in cash or should I look at something like a bond fund?

And if you've got a question you want answered on the show, call or text 501.381.5228! Or email your question to [email protected]!   Originally aired 6/12/2024