CFP® EXPLAINS: 5 VITAL Steps For Your Retirement

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  • Опубликовано: 28 май 2024
  • And if you're already retired, STEP ONE will be MOST useful.
    Dave Zoller, CFP®
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    00:00 - Step 1
    00:53 - 3 KEYS to Retirement Success
    03:07 - Important Questions to Answer Now
    05:50 - Step 2
    06:46 - Step 3
    07:39 - Step 4
    08:56 - Step 5
    09:28 - Early Retirement Problem
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    #retirement #howmuchtoretire #retirementplanning
    MUSIC:
    Stary Sky- Simon Grob
    Disclaimer: Since we don’t know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Streamline Financial Services, LLC or its members cannot be held liable for any use or misuse of this content.
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    Disclosures: Securities offered through LaSalle St. Securities LLC (LSS), member FINRA/SIPC. Advisory services offered through LaSalle St. Investment Advisors LLC (LSIA), a Registered Investment Advisor. Streamline Financial Services is not affiliated with LSS or LSIA. LSS is affiliated with LSIA.

Комментарии • 12

  • @dpol4883
    @dpol4883 14 дней назад +3

    I love the “3 Cs” mentioned in the first 90 seconds

  • @fmzghazi
    @fmzghazi 13 дней назад +1

    Thank you Dave for your ever the very best advise for retirement. I am 65+ and yet in a dilemma! However, your 5 advises will be very beneficial and eye opening. Financially I will be very solvent, but the not emotionally! Thanks again Dave.

  • @tamib64
    @tamib64 14 дней назад +2

    I just love you Dave! Solid advice. I had to learn who I was and my value after quitting my job at 27. I never went back to work after having kids.. 59 now with a grandbaby and just started training for the Camino Frances. So excited

    • @StreamlineFinancial
      @StreamlineFinancial  13 дней назад

      That's incredible! I don't think I've met anyone who's done the Camino Frances! It looks amazing. Good luck in your training and thanks for your comment.

  • @jpturner171
    @jpturner171 14 дней назад +2

    Thank you Dave, as always, an excellent video.👏🏽👏🏽👏🏽
    I have several friends at work that are approaching retirement and had heard I was well educated in preparing for retirement.
    A significant portion of my education has come from your videos, and I will be forever in your debt!!!
    With regards to your video today…we have all the bases covered!
    My wife and I are enjoying our last months of working before retiring …confident we were well prepared and ready to have fun with our children, grandchildren and volunteering.
    👍🏽
    Semper Fi and God Bless you and your team!
    ❤️🇺🇸

    • @StreamlineFinancial
      @StreamlineFinancial  14 дней назад

      That’s so great to hear, JP. I’ve enjoyed hearing about your journey and countdown to this next adventure!

    • @StreamlineFinancial
      @StreamlineFinancial  14 дней назад

      That’s so great to hear, JP. I’ve enjoyed hearing about your journey and countdown to this next adventure!

  • @user-bw4mj3ek7v
    @user-bw4mj3ek7v 14 дней назад +3

    Always insightful. Thanks for the effort you put into this

  • @Jay_812
    @Jay_812 14 дней назад +2

    Nice Seiko ;-)

  • @LoaeHarmani-rq7mc
    @LoaeHarmani-rq7mc 13 дней назад +1

    how is it possible!?