• Mailbag: How Should I Prioritize Newfound Wealth?

  • Jul 18 2024
  • Length: 12 mins
  • Podcast

Mailbag: How Should I Prioritize Newfound Wealth?

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  • Summary

  • Are you ready to take control of your financial future? In today’s podcast, Alan and Troy dive into listener questions about retirement planning, like what to do about your old 401(k) or how to handle a sudden influx of money. While each of these are “good” problems to have, you still want to be strategic about your next steps.

    Alan and Troy stress the importance of having a comprehensive financial plan tailored to your unique situation. Whether you're five to ten years away from retirement or just starting to think about your financial future, sitting down with a qualified professional can help you make informed decisions that align with your goals.

    Here’s some of what we discuss in this episode:

    • Should I do a 401(k) rollover?
    • What reasons do people do a rollover?
    • How do you handle newfound wealth?

    Get additional financial resources here: https://mercurioadvisors.com/podcasts/
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