Mailbag: Adjusting to Retirement, Company Stock & More

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Today's Hack

In today’s show, we’re going to answer some email questions from listeners just like you. These questions cover a range of topics from investing to retirement planning, and Phil is here to provide some expert insights.

 

 

In today’s show, we’re going to answer some email questions from listeners just like you. These questions cover a range of topics from investing to retirement planning, and Phil is here to provide some expert insights.

For example, Kathleen has been retired for 2 weeks and asks if feeling anxious about her finances is normal. Another listener, Anthony, shares that he has a lot of debt, and wonders if he should sell his rental property to pay it all off.

Remember, while we offer general advice on the show, it’s always best to consult with a financial professional to tailor solutions to your unique situation. Stay tuned as we explore common financial dilemmas and uncover some general strategies to navigate them effectively!

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

2:48 – Adjusting to retirement

6:59 – Social Security now or later?

10:07 – Company stock in 401(k)

13:27 – Selling property to pay off debt

 

If you have any questions about what we discussed in this episode, reach out and we’ll be happy to set up a time to talk.

 

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pputney@afswealthmgt.com

22029 Farmington Rd, Farmington, MI 48336