Create your retirement plan with THIS financial assessment скачать в хорошем качестве

Create your retirement plan with THIS financial assessment

👥 Want to schedule a consultation? Click here: https://www.thepeakfp.com/free-consul... Subscribe to the channel: / ‪@ThePeakFP‬ _ _ Get started today → https://www.thepeakfp.com Subscribe to our newsletter: https://app.thepeakfp.com/NLS Chapters: 00:28 Navigating the Retirement Risk Zone 01:39 The "Retirement Assessment" 02:04 Setting the Stage for Required Portfolio Income 04:07 Using RPI to find out your Required Rate of Return on Retirement Assets 04:59 Examples of using Required Portfolio Income to Plan for Retirement 09:49 Showing How Retirement Can Be Broken into "Spending Phases" 12:21 Moving away from average rates of return 13:05 Conclusion Disclaimer: Please consult with your own tax, legal and financial advisors for personalized advice. #RetirementPlanning #FinancialHealth #PeakFinancialPlanning #InvestmentStrategies #RetirementConfidence #financialplanner #financialadvisor #retirement #retirement #retirementplan #retirementincomeplanning #retirementincome #fiduciary #financialadvisor #financialadvice #feeonly #feeonlyadvisor #feeonlyfiduciary #financialplanner #certifiedfinancialplanner