The 4 steps to take to "Spring Clean" your retirement plan
Episode 11 min

The 4 steps to take to "Spring Clean" your retirement plan

Send us Fan Mail In this week's episode, we'll explore what steps to take annually to give your accounts a good "Spring Cleaning." What does a big-picture view of retirement look like? How much of your retirement accounts should be protected from market events depending on your age? Do you know what your fees are? Are you sure your estate plan and beneficiary elections are correct? Isn't it time to get answers to the tough retirement questions now? Join Certified Financial Fiduciary® Tim Woo...

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