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Refinance Your Retirement While Interest Rates are High! | Your Powerful Legacy TV
Just as you wouldn't hesitate to refinance your house or car, why not consider refinancing your retirement plan too? 🤔
In the 64th episode of 𝙔𝙤𝙪𝙧 𝙋𝙤𝙬𝙚𝙧𝙛𝙪𝙡 𝙇𝙚𝙜𝙖𝙘𝙮, Kristina and Rob 𝗱𝗶𝘀𝗰𝘂𝘀𝘀 𝘁𝗵𝗲 𝗯𝗲𝗻𝗲𝗳𝗶𝘁𝘀 of refinancing your retirement - from what it means to what options folks have!
Don't miss the chance to leverage today's high interest rates, especially when they can make for 𝗮 𝗯𝗲𝘁𝘁𝗲𝗿 𝘁𝗼𝗺𝗼𝗿𝗿𝗼𝘄! 📈
Life changes, and your retirement plan needs to change with it! 𝗥𝗲𝗮𝗰𝗵 𝗼𝘂𝘁 𝘁𝗼 𝘂𝘀 to see if a retirement refi could be right for you! 👋
See the timestamps below for your convenience! ⬇️
𝗧𝗜𝗠𝗘𝗦𝗧𝗔𝗠𝗣𝗦
00:00 INTRO
01:05 Why refinance?
04:01 Product & strategy options
07:07 Sit down with us!
11:03 The negative impacts of rising rates
14:43 Get a second opinion!
16:27 The positive impacts of rising rates
18:19 Get more information!
21:21 Better is better
25:17 Educational perspectives
27:20 OUTRO
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📅📅 If you have specific questions you would like to address with Kristina, Rob, or the team at Powerful Legacy, LLC directly, book a 𝗰𝗼𝗺𝗽𝗹𝗶𝗺𝗲𝗻𝘁𝗮𝗿𝘆 𝘃𝗶𝘀𝗶𝘁 here 👇
linktr.ee/powerful_legacy
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🔴🔴 𝗦𝗨𝗕𝗦𝗖𝗥𝗜𝗕𝗘 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲 𝗧𝗜𝗣𝗦:
www.youtube.com/@powerfullegacyllc
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Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. The content provided is for educational purposes only. Nothing on this channel constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to adviserinfo.sec.gov and search by our firm name or by our CRD #175083.
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ความคิดเห็น

  • @chriswiese2178
    @chriswiese2178 18 ชั่วโมงที่ผ่านมา

    The value of the dollar has been falling... your dollar is worth less every year.

  • @emamhossan8798
    @emamhossan8798 10 วันที่ผ่านมา

    It's really an excellent episode.

  • @GregoryDugan-fc6hw
    @GregoryDugan-fc6hw 3 หลายเดือนก่อน

    People can't afford homes or health insurance and have no savings or retirement.. I think life insurance is probably FAR from their thoughts..