Want To Learn More About Fortress Financial Group? | CLICK HERE 👉 https://fortressfg.net/In this episode of Retire and Thrive, Kamie and Dan dive into three powerful yet practical strategies to help you align your assets and get the most out of the retirement you’ve worked so hard for. Whether you’re already retired, getting close, or even just starting your financial journey, these insights can help you simplify, declutter, and make smarter decisions with your money.We cover:Reviewing Your Accounts: Why ignoring your statements won’t make challenges go away, and how taking ownership gives you clarity and confidence.Decluttering & Consolidating: How multiple retirement accounts can create unnecessary stress, and why less clutter often means less stress.Finding Purpose for Each Account: A quick and simple exercise you can do this week to align your money with your retirement goals.Along the way, Dan shares real-life client stories—both the wins and the cautionary tales. You’ll hear how emotions, politics, and even big lifestyle choices can impact portfolios, and why timing the market rarely works in your favor.You’ll also learn:What really moves the stock market (hint: it’s not who’s in the Oval Office).How Required Minimum Distributions (RMDs) work and why consolidation can make them less overwhelming.The importance of having an advisor to help guide you through the emotional side of money decisions.Check out our other podcasts here   • Retire & Thrive with Dan & Kamie  Timecodes0:00 🚀 Introduction – Why smart retirement planning matters1:20 📊 Step 1: Review Your Accounts – Taking ownership of your money3:30 ⚠️ Client Stories – Market timing mistakes & emotional decisions7:30 🧹 Step 2: Declutter & Consolidate – Less clutter, less stress10:30 ⏳ RMDs Explained – What you need to know at age 7313:15 🎯 Step 3: Align Your Accounts – Matching money with retirement goals#retirementplanning #financialplanning #financialadvice #finance #retirement #stocks #rmdytstatus Disclaimer:Fortress Financial Group, LLC, is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Fortress and its representatives are properly licensed or exempt for licensure.The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All indices are unmanaged and may not be invested into directly. Investing involves risk, including loss of principal. Diversification does not guarantee a profit or protect against a loss in declining markets. Each client’s portfolio strategy is tailored based on their individual goals, risk tolerance, and time horizon, and may not be suitable for all investors. Kamie Roesler is not affiliated with, employed by, or compensated by Fortress Financial Group. Her participation in this video series is entirely voluntary, and she has not received any form of payment or other inducement for her involvement. The viewpoints and opinions expressed by Kamie Roesler are solely her own and do not necessarily reflect those of Fortress Financial Group.

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