The Financial Junk Drawer: What’s Hiding in Your Retirement Plan?
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The Financial Junk Drawer: What’s Hiding in Your Retirement Plan?
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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 Old insurance policies, dusty 401(k) statements, outdated wills, or savings bonds from decades ago could be sitting forgotten, and they might be costing you money or missing opportunities.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/