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Ep 5: Mailbag – Company Stock, Retiring Early, and More
Manage episode 320672321 series 3303227
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We are opening up the mailbag today to answer some listener questions. A lot of questions come up during the financial planning and retirement planning process and we want to help you sort through them.
Is it okay to touch your retirement savings early? This will depend on your situation; a lot of clients have more money than they realize.
How much company stock is too much to have in your 401(k)? We recommend about 10% or 15%, we want to protect your future if something were to happen to that company.
Join us today as we discuss listener questions on retiring early, improving your savings, and more.
What We Discuss Today:
1:41 – “I’ve been on disability previously, but now my benefits are being discontinued. Is it okay to take from my retirement savings instead?”
3:37 – “How much is too much of company stock in my 401(k)?”
4:49 – “How can I get motivated to save more?”
6:24 – “I’m too young to take money out of my accounts, am I stuck working?”
9:57 – “I’m thinking of having my mom sign her house over to me so she can avoid going into a nursing home. Is this a good move?”
10:33 – “Do I have too much money in the bank?”
Get Additional Information:
https://theaudibleadvisor.com/
Have questions or want to get your financial plan started? Here's how to contact us:
Website: https://theaudibleadvisor.com/
Phone: (727) 754-8418
Email: [email protected]
Watch the show on YouTube: https://bit.ly/3VmzCUx
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