Retirement Answer Man
Roger Whitney, CFP®, CIMA®, RMA, CPWA®
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Should I Consolidate My Accounts in Retirement?
If you have different retirement accounts at various brokerage firms, you may wonder whether you should consolidate them. One listener asked me that very question today. I’ll answer it along with several others–don’t miss the one about my finance book recommendations. Are you curious about how you can improve your relationship in retirement? Then, make sure to listen to Mark Ross’s suggestions in the Bring It On segment. OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN LISTENER QUESTIONS [5:51] Should Greg and his wife consolidate their accounts? [11:39] Using the Obsidian note-taking app [13:42] Larry’s question on RMDs and down markets [16:34] My recommendation on reading material for Sandy on money management [19:41] What is a LIRP? BRING IT ON WITH MARK ROSS [22:12] The relationship pillar requires communication [25:16] Have a retirement plan of record TODAY’S SMART SPRINT SEGMENT [30:07] Review these end-of-year housekeeping tips Resources Mentioned In This Episode BOOK - The Behavioral Investor by Daniel Crosby BOOK - 48 Days to the Work You Love by Dan Miller BOOK - Don’t Retire, Rewire by Jeri Sedlar BOOK - Younger Next Year by Chris Crowley BOOK - Stacked by Joe Saul-Sehy BOOK - A Simple Plan to Wealth by J.L. Collins BOOK - Winning the Loser’s Game by Charles Ellis BOOk - The Retirement Income Guidebook by Wade Pfau The Retirement Answer Man GoodReads group Notion Obsidian note-taking app Rock Retirement Club Roger’s YouTube Channel - Roger That BOOK - Rock Retirement by Roger Whitney Roger’s Retirement Learning Center
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