Levelingupretirementnow
Levelingupretirementnow
  • Видео 6
  • Просмотров 78
Episode 5 - Lessons Learned
In this episode I will dive deep into what are the largest lessons learned (most of which were learned from failing first) from the first three and a half years of being full time retired. We will look into the biggest lessons I have learned from a personal finance standpoint as well as things we have learned more from our lifestyle both positively and negatively. Finally, we finish up with the items that we have loved the most that we have purchased in addition to the items we regret buying.
Просмотров: 19

Видео

Episode 4 Should I Fire My Financial Advisor
Просмотров 1621 день назад
In this episode we follow my path along the decision of whether or not to fire my financial advisor and manage my own investments. We look at the pros and cons of having a financial advisor, what are the characteristics necessary to manage your own investments, the different possible places to house your investments, and my journey down that path. Please Like and Subscribe to the channel.
Episode 3 Delaying your ROTH conversions
Просмотров 96 месяцев назад
In this video we explore the financial impact of converting traditional pre-tax retirement assets to ROTH when performed prior to Medicare (Pre-age 65) or after Medicare. To ensure we are looking at the full picture of a typical early retiree, we include the impact of those conversions on the amount of advanced tax credits one could receive towards the health insurance premiums under the Afford...
Episode 2 Health Insurance options before Medicare
Просмотров 89 месяцев назад
So, you’ve left your job and entered early retirement prior to age 65, when your health insurance will be covered by Medicare and it associated accessory plans … what are your options? In this episode, we’ll cover the main three options facing most early retirees; COBRA, Health Share Plans, and the Affordable Care Act (Obamacare) plans. A step by step Microsoft PowerPoint slide deck can be down...
Episode 1 - Expenses Matter!!!
Просмотров 1210 месяцев назад
Details how important knowing your expenses are and ensuring you save appropriately to enjoy your retirement
Introduction to Leveling Up Retirement Now (LURN)
Просмотров 1510 месяцев назад
Channel Introduction

Комментарии

  • @bumpcitybumphus
    @bumpcitybumphus 17 дней назад

    Great take. Keep the content coming

  • @chadnelson7854
    @chadnelson7854 17 дней назад

    A well thought out and objective look at Financial Advisors.

  • @chadnelson7854
    @chadnelson7854 17 дней назад

    Rocket Science + Brain Surgery = Rocket Surgery!