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The Financial Junk Drawer: What’s Hiding in Your Retirement Plan?

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Manage episode 490958953 series 2401637
Content provided by Eric Peterson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eric Peterson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Most of us have a junk drawer stuffed with random odds and ends we forgot about. But what about your financial junk drawer? Old insurance policies, dusty 401(k) statements, outdated wills, or savings bonds from decades ago could be sitting forgotten, and they might be costing you money or missing opportunities. In this episode, Eric opens the drawer on common financial items people stash away and forget to revisit.

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

🗂️ Old life insurance policies that might still have value

📜 Wills and estate documents that need updating (or replacing!)

🧾 Forgotten 401(k)s and missing Social Security records

💸 Unclaimed savings bonds and lost checks hiding in plain sight

📋 How cleaning your “financial junk drawer” helps prep for retirement planning

Get in touch with the Peterson Financial team: https://petersonfg.com/

  continue reading

303 episodes

Artwork
iconShare
 
Manage episode 490958953 series 2401637
Content provided by Eric Peterson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Eric Peterson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Most of us have a junk drawer stuffed with random odds and ends we forgot about. But what about your financial junk drawer? Old insurance policies, dusty 401(k) statements, outdated wills, or savings bonds from decades ago could be sitting forgotten, and they might be costing you money or missing opportunities. In this episode, Eric opens the drawer on common financial items people stash away and forget to revisit.

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

🗂️ Old life insurance policies that might still have value

📜 Wills and estate documents that need updating (or replacing!)

🧾 Forgotten 401(k)s and missing Social Security records

💸 Unclaimed savings bonds and lost checks hiding in plain sight

📋 How cleaning your “financial junk drawer” helps prep for retirement planning

Get in touch with the Peterson Financial team: https://petersonfg.com/

  continue reading

303 episodes

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