Your overflowing inbox might be a warning sign for your retirement plan. Eric Hutter explores how “spring cleaning” your finances can uncover forgotten accounts, reduce overlap, and bring clarity to your strategy. From old 401(k)s to hidden assets, he explains the value of consolidation and clear communication—especially when it comes to estate planning. Real-life examples highlight how disorganization can leave families scrambling. The conversation also tackles emotional triggers like market volatility and health events, showing why a structured, flexible income plan matters for long-term stability and peace of mind.

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