Smart Retirement

Episode 48: Thinking like a Retiree in your 40’s & 50’s – Part 3

May 5th, 2021  •  35 mins 47 secs  •  Download (49.2 MB)  •  Link with Timestamp

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This is the final episode in our 3 part series that helps listeners focus on simple ways to start thinking like you are a retiree in your 40’s & 50’s, so that you can take advantage of your best asset - TIME. In this episode, Matt has the chance to interview Sylvain Templeman, Executive Vice President and National Sales Manager of The Pacific Financial Group. They go into detail about the concept of turning all, or some, of your 401(k) into a self-directed fund that gives Investors so many options they are not used to taking advantage of with their current Custodian. What is great about this episode is how Sylvain takes the time to explain how he brings so many other retirement options “to the table”; and, he explains how almost everyone with a 401(k) can take advantage of this opportunity. It's important to think of how this style of investing in your 40’s & 50’s can provide with all types of alternatives that keep you involved with your allocation, and diversification options, a good 10-20 years before you have to retire and start wondering what you are going to do at that time to make your money last.