How to Invest Once You Retire

Поделиться
HTML-код
  • Опубликовано: 16 июл 2023
  • Which one is best for you? Retirement Planning Investment Strategy
    Dave Zoller, CFP®
    ❤️REACH OUT FOR A FREE RETIREMENT PLANNING SESSION❤️
    streamlineplanning.com/
    [MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH]
    Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor
    www.davezoller.com/DIY-Retire...
    My Favorite Retirement Calculator w/ no video walk-through
    bit.ly/free-retirement-calcul...
    🍀Get The 5-Minute Retirement For Free🍀
    www.davezoller.com/retirement
    👨‍👩‍👧‍👦The Family Planner👨‍👩‍👧‍👦
    Make Life Easier For Your Family
    www.davezoller.com/family-pla...
    🌄 Find Your Purpose In Retirement 🌄
    www.davezoller.com/ideal-reti...
    streamlineplanning.com
    davezoller.com/retirement
    -----------------------
    ⬇️ ⬇️ ⬇️
    POPULAR RETIREMENT VIDEOS
    7 Things Happy Retirees Do Well. Retirement Planning Tips From Recent Retirees
    • 7 Things Happy Retiree...
    Why Delaying Retirement Might NOT Be a Good Idea
    • Why Delaying Retiremen...
    Is The S&P All I Need to Retire?
    • Is The S&P All I Need ...
    3 Must-Have Assets When Retirement Planning.
    • 3 Must-Have Assets Whe...
    -----------------------
    #retirementincome #howmuchtoretire #retirementplanning
    MUSIC:
    Stary Sky- Simon Grob
    Subway Dreams- Dan Henig
    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this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate.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.
    Affiliate Disclaimer: This post may include affiliate links where we may earn a payment when you click on the links at no additional cost to you.
    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 • 23

  • @pensacola321
    @pensacola321 11 месяцев назад +9

    If you have won the game why keep playing? The name of the financial game is retirement is income. I'm retired and as I get older I get more conservative and go more for guarantees. If I am doing well, who cares about "gains"?
    I always enjoy your videos, David. Thought provoking.

  • @guzzi95
    @guzzi95 Месяц назад

    Always Great Dave! Thanks so much for your videos!

  • @CalmerThanYouAre1
    @CalmerThanYouAre1 11 месяцев назад +8

    I wonder what the percentage is, of people who leave millions of dollars on the table in forfeit returns over a 30-40 year retirement vs. the people who go broke because they were too aggressive with a 100% S&P 500 portfolio and a 4% withdrawal rate...

  • @dtovar2
    @dtovar2 11 месяцев назад +8

    I enjoy your videos and respect your advice. It would have been helpful to give a few examples of the reduction of risk and corresponding returns. Otherwise you were speaking in general terms. Thank you.

  • @tomhuyck734
    @tomhuyck734 Месяц назад +1

    This is an excellent framework, but I'd like to hear more about actual investments (examples of). Thanks!

  • @jpturner171
    @jpturner171 11 месяцев назад +7

    Thanks Dave! Another great educational video!👍🏽
    TOTALLY agree with your comments on Risk Tolerance!
    Semper Fi 🇺🇸

  • @clbcl5
    @clbcl5 11 месяцев назад

    What is involved in a financial plan/strategy? Going over the portfolio?

  • @mitchbandalan9450
    @mitchbandalan9450 11 месяцев назад +1

    Great content as always. I have utilized the free software as much as I can. I really need to step up into the planner plus.

  • @MountainManFred
    @MountainManFred 11 месяцев назад +7

    Another great video! Q: maybe you have done a talk on this.. what if you have SS and a pension that covers all expenses..how should you invest your 401k? 60/40 split etc..since basically SS and pension are a fixed income piece of the equation.. Thanks Dave

    • @dforrest4503
      @dforrest4503 11 месяцев назад +2

      I’m in that scenario. I’ve put my other investments in more aggressive things than I otherwise would. I was able to do that before retirement and it’s paid off so far. I still have a cash emergency fund and about 20% in balanced funds, the the rest is all equities.

  • @johngill2853
    @johngill2853 11 месяцев назад +4

    Great job 👍
    I am planning to use SPIA'S to damper sequence of return risk

  • @raymondbest4752
    @raymondbest4752 11 месяцев назад +2

    excellent, there must be at least 10 videos in this!

  • @mamajudesays6912
    @mamajudesays6912 11 месяцев назад +3

    If a retiree's portfolio is not substantial

    • @dforrest4503
      @dforrest4503 11 месяцев назад +2

      I’d agree. Not much need to worry about taxes in that case.

  • @HungNguyen-se8dn
    @HungNguyen-se8dn 3 дня назад

    If you have NO debts and still have 3 meals per day. YOU HAVE ENOUGH ❤❤❤❤❤❤❤❤

  • @Delta-pn7co
    @Delta-pn7co 11 месяцев назад

    How do you find the minimum rate of return?

  • @wdeemarwdeemar8739
    @wdeemarwdeemar8739 11 месяцев назад +1

    Having been in healthcare 28 years physicians often over promise and under deliver. Docs who don’t give you worse case scenarios are blowing smoke in your tail pipe. But there are lots of patient’s I see who want to live in denial and get gaslit.

  • @HiramLarson
    @HiramLarson 11 месяцев назад

    You may need as much as $3.6 million to maintain your current lifestyle due to inflation, which will continue to be impacted by high inflation, lower market returns or value projections, and stagnant wages. Achieving a secure early retirement may be more challenging than ever.

  • @Ann-gr3nq
    @Ann-gr3nq 11 месяцев назад

    Great videos! This channel has some great advice also @PlanningBeforeInvesting