Should I Consolidate My Accounts in Retirement?

If you have different retirement accounts at various brokerage firms, you may wonder whether you should consolidate them. One listener asked me that very question today. I’ll answer it along with several others–don’t miss the one about my finance book recommendations. 

Are you curious about how you can improve your relationship in retirement? Then, make sure to listen to Mark Ross’s suggestions in the Bring It On segment.

OUTLINE OF THIS EPISODE OF THE RETIREMENT ANSWER MAN

LISTENER QUESTIONS

• [5:51] Should Greg and his wife consolidate their accounts?
• [11:39] Using the Obsidian note-taking app
• [13:42] Larry’s question on RMDs and down markets
• [16:34] My recommendation on reading material for Sandy on money management
• [19:41] What is a LIRP?

BRING IT ON WITH MARK ROSS

• [22:12] The relationship pillar requires communication
• [25:16] Have a retirement plan of record

TODAY’S SMART SPRINT SEGMENT

• [30:07] Review these end-of-year housekeeping tips

Resources Mentioned In This Episode

BOOK - The Behavioral Investor by Daniel Crosby

BOOK - 48 Days to the Work You Love by Dan Miller

BOOK - Don’t Retire, Rewire by Jeri Sedlar

BOOK - Younger Next Year by Chris Crowley

BOOK - Stacked by Joe Saul-Sehy

BOOK - A Simple Plan to Wealth by J.L. Collins

BOOK - Winning the Loser’s Game by Charles Ellis

BOOk - The Retirement Income Guidebook by Wade Pfau

The Retirement Answer Man GoodReads group

Notion

Obsidian note-taking app

Rock Retirement Club

Roger’s YouTube Channel - Roger That

BOOK - Rock Retirement  by Roger Whitney

Roger’s Retirement Learning Center