7 important steps BEFORE you Retirement!

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  • Опубликовано: 9 янв 2025

Комментарии • 17

  • @BaileyJames-zv2ddd
    @BaileyJames-zv2ddd День назад +99

    I just got fired, and I'm 39 years old. Now that I have 425K saved for an early retirement at age 50, 10K in an HSA, and a property that could yield an extra 200K, what possibilities do I have for a steady stream of income?

    • @AlexClarkcompany
      @AlexClarkcompany День назад +1

      it's reasonable to consider hiring a financial counselor at this stage, but delaying retiring for a while may be a more wiser choice

    • @BaileyJames-zv2ddd
      @BaileyJames-zv2ddd День назад

      I'm wondering if I should merge all of my investing accounts into one. How should I proceed and are there any repercussions I should be aware of if I decide to do this? In addition, I plan to sell my property, which could result in an additional 200K time. Is it better to diversify over a few different industries or combine everything into one investing account?

    • @RhysHuntoffice
      @RhysHuntoffice День назад +1

      These are crucial questions for a financial planner. I met mine at a NYSE summit, and with her help, my wife and I reallocated our $1.7M portfolio between a traditional IRA and a brokerage account. She’s been making investments with our approval and has helped us recover twice our losses. We’re holding steady and carefully navigating more markets

    • @JacklynHerrera-wj7zm
      @JacklynHerrera-wj7zm День назад

      Amazing! The performance of my portfolio is poor. How can I contact your planner?

    • @RhysHuntoffice
      @RhysHuntoffice День назад +1

      research the name June Renae Matthysse

  • @ashishlh786
    @ashishlh786 День назад

    Your 100th messager and avid follower - just 1 word for this series, FANTASTIC!!!!

  • @georgekurien2591
    @georgekurien2591 День назад

    Are you recommending parking emergency medical expenses in a thematic fund like pharma? You don't see a risk here?

  • @andrewsangma238
    @andrewsangma238 2 дня назад

    Good Evening ..Sir Your Advice .... its going to be useful. Thanks a lot

  • @sureshlalwani410
    @sureshlalwani410 2 дня назад

    Thank you Sir

  • @dr.pravinpache.medicalprac8391
    @dr.pravinpache.medicalprac8391 2 дня назад +2

    I 51 years how much corpse required for retirement

  • @Muthuselvamselvaraj-i3u
    @Muthuselvamselvaraj-i3u 2 дня назад

    Thank You Sir