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Listen to Johnson Brunetti's Money Wisdom with Joel Johnson CFP®, host of Better Money Television program and Forbes Contributor. Gain true financial wisdom and advice aimed at educating you about all of your financial options when it comes to retirement so you can make the best decisions for you and your family. Get information and education that can bring you peace of mind with your savings and retirement. Whether it’s your 401k account, IRA, or an underperforming asset, Joel Johnson can answer your questions and make you more aware of issues that may affect you.

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Apr 15, 2022

Everyone has that one drawer in their house that seems to collect all of the things you think you might use one day but never do. Much like the random paper clips and old pens you’ll likely find, there’s also a financial junk drawer that we use to keep all of those old accounts and statements just in case we need them in the future. Let’s talk about how to clean out this drawer and make the most out of everything in our portfolio.


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What we discuss in this episode: 

1:22 – Mailbag question on IRA fees

3:49 – Old life insurance policy

5:33 – Outdated will or estate plan

7:03 – Social Security estimates

7:56 – 401(k) statements from old employers

9:00 – Savings bonds

9:48 – Random investments

11:09 – Help organizing this drawer