Published On Jan 15, 2024
If you're planning for retirement, then this video is a must-watch! In this video, we'll share the 5 essential steps you need to take to create a successful retirement plan. From saving and budgeting to investing and healthcare, we'll cover it all to help you prepare for a comfortable and worry-free retirement.
We're an investing service that also helps you keep your dough straight. We'll manage your retirement investments while teaching you all about your money.
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0:00 - 0:19 - Intro To Retirement Planning
0:20 - 1:50 Know your expenses and income!!!
1:51 - 4:20 Investment allocation for retirement planning purposes
4:21 - 5:47 Testing your retirement plan (4% rules, Monte Carlo analysis, cash flow analysis)
5:48 - 7:20 Social Security
7:21 - 8:21 Have an efficient withdrawal strategy
8:22 - 8:32 Thanks for watching!!
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