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Secured Retirement Radio: Shoebox Money

Blog post by Dale Decker.

We all save something.

From childhood to retirement years, we set aside keepsakes that mean the most: a teddy bear, a blanket, sports cards, photos, you name it…it’s saved by someone.

Often times things are saved and forgotten or placed in a box somewhere. Just knowing they’re there is the important thing.

For some, investments from the workplace can be like that: company sponsored 401ks, IRAs and others that have accumulated, maybe rolled over but sit in a “shoe box” ready to grow.

On last Saturday’s Secured Retirement Radio show, Joe Lucey, Kari Donnelly, and Derek Fautsch talked about  saved resources and retirement. Retirement can sneak up on us. For those who have worked many years at the same place or perhaps switched jobs over the years, the accumulation in our set-aside accounts can be a welcome surprise.

For those approaching retirement, now is the time to consult with a professional on optimizing your financial “keepsakes.”

Savings, Social Security, pensions, and more can comprise a successful retirement plan. At Secured Retirement Financial, we offer a 3-step review that can help maximize income and Social Security, and reduce taxes to enhance your retirement years.

Call us at 952-460-3260 or click below to set up a free 3-Step review.

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Ryan Keapproth

Ryan Keapproth

Retirement Planner

Ryan is dedicated to serving clients to achieve their retirement goals. Ryan’s holistic approach centers on wealth management strategies with a focus on income planning throughout retirement. As a Financial Advisor, Ryan is an Investment Adviser Representative (IAR), life and health insurance licensed and a Certified Tax Preparer. Ryan is a graduate of the University of Minnesota, with an Accounting and Finance major.

Ryan is a lifelong Minnesotan originally from Woodbury and currently residing in Bloomington with his wife, Riamae, and their rescue Terrier Beagle mix, Douglas. He and his family are avid travelers in their free time. Ryan enjoys playing golf and poker, and describes himself as a major foodie enjoying new restaurants around the cities whenever possible. He is a sports fan especially when the Vikings and Timberwolves are playing.