Unlocking The Power of Your Biggest Financial Assets
PlanningListen:
On This Episode
Most people focus on saving more but overlook how much power they already have. Mark walks through the major financial assets many people take for granted and explains why ignoring them can quietly limit retirement confidence.
Tune in to make sure your biggest resources are working together for you, not against you.
Here’s what we discuss in today’s show:
🏠 Home Equity: Understanding its role in retirement decisions
💼 Workplace Savings: Why old allocations can become liabilities
🧩 Social Security Value: Treating it like the asset it is
🗂️ Consolidation: Simplifying accounts for clarity and control
📈 Future Potential: Using earning years wisely before retirement
Thanks for joining us! We’ll be back for another show every other Thursday.
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