I appreciate that my planner followed this method. She asked me “what my retirement would look like” and helped me adjust accordingly. We put everything in there….annual travel budgets….spending money for fun on a monthly basis…etc..on top of the required expenses (health insurance , property taxes and insurance, home repairs, auto…all the ‘givens’). Thank you for all of your information. I’ve found it incredibly helpful for my upcoming retirement in two years.
Thanks for sharing awesome tips! I'm 41 financially free and currently growing a solid retirement plan. It takes a positive attitude and consistency to learn new things and unlearn the old habits. It is important to get a mentor or coach to lead you all the way. It's great to start young too!
Overall love these videos. Very informative, broad base of topics and enough details to allow for thoughts about individual circumstances to address with my personal advisor. Keep them coming!
Success is not built on success. It's built on failure, It's built on frustration. it's built on fear that you have to overcome. I pray that anyone who reads this will be successful in Life
Thank you so much for this video. What you’ve explained makes so much sense. So many retirees would benefit from this approach with their retirement planning!
Focusing on planned or aspirational expenses up front is so great. "Can I retire with X invested?" is a terrible question without understanding the income plan first.
Another excellent video Dave! 👏🏽👏🏽 Great explanation on Capital Gains & tax loss harvesting!👍🏽 Also, ETF’s over mutual funds to reduce fees. Semper Fi ❤️🇺🇸
I love your videos, but I wish you would touch on pensions a little bit more. Especially pensions and Law Enforcement military fire department..
I appreciate that my planner followed this method. She asked me “what my retirement would look like” and helped me adjust accordingly. We put everything in there….annual travel budgets….spending money for fun on a monthly basis…etc..on top of the required expenses (health insurance , property taxes and insurance, home repairs, auto…all the ‘givens’). Thank you for all of your information. I’ve found it incredibly helpful for my upcoming retirement in two years.
100% agreed. I am a huge fan of "start the plan with the end in mind" and then work backwards for stuff like this.
Thanks for sharing awesome tips! I'm 41 financially free and currently growing a solid retirement plan. It takes a positive attitude and consistency to learn new things and unlearn the old habits. It is important to get a mentor or coach to lead you all the way. It's great to start young too!
Overall love these videos. Very informative, broad base of topics and enough details to allow for thoughts about individual circumstances to address with my personal advisor. Keep them coming!
You are a huge blessing brother. Thank you.
Success is not built on success. It's built on failure, It's built on frustration. it's built on fear that you have to overcome. I pray that anyone who reads this will be successful in Life
Thank you so much for this video. What you’ve explained makes so much sense. So many retirees would benefit from this approach with their retirement planning!
Focusing on planned or aspirational expenses up front is so great. "Can I retire with X invested?" is a terrible question without understanding the income plan first.
Another excellent video Dave!
👏🏽👏🏽
Great explanation on Capital Gains & tax loss harvesting!👍🏽
Also, ETF’s over mutual funds to reduce fees.
Semper Fi ❤️🇺🇸
Okay