Retirement Rebound: 5 Plays to Help You Score a Comeback скачать в хорошем качестве

Retirement Rebound: 5 Plays to Help You Score a Comeback

Calculate your free Financial Blueprint: https://purefinancial.com/financialbl... Schedule a free assessment with an experienced financial professional: http://bit.ly/PureAssessment Office locations: https://bit.ly/PureLocations Ask Joe & Big Al On Air: https://bit.ly/AskJoeAndBigAl Subscribe: http://bit.ly/YMYW-YT Follow the YMYW podcast: https://lnk.to/ymyw A retirement strategy is like a basketball game: you want every single shot you take to be nothing but net, but sometimes you miss, and you need a Retirement Rebound. Joe Anderson, CFP® and Big Al Clopine, CPA show you how five plays can help you turn things around, get that rebound, and score a comeback. Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management to thousands of people across the nation. 00:00 - Intro 00:53 Retirement Savings: Actual vs. Perceived Need 01:39 - Average Income, Retirement Savings and Expenses 02:43 - Average Retirement Timeline: How Will You Fare? 04:55 - Calculate Your Free Financial Blueprint 06:05 - True/false: Over 60% of Americans worry more about running out of money in retirement than dying 07:38 - 5 Strategies to Help You Score a Comeback 12:23 - Calculate Your Free Financial Blueprint 13:15 - True/false: Starting in 2025, people age 60 to 63 can contribute 150% of the regular catch-up amount. 13:30 - Catch-Up Contributions 15:22 - 4th Quarter Wild Cards: Sequence of Returns Risk, RMD Consequences, Long-Term Care Costs, Asset Allocation 16:55 - I heard that you'll spend 80% in retirement of your current spending now, what is the reason? 19:54 - What's a ballpark number I can use for rate of return on my 401(k)? 21:15 - Calculate Your Free Financial Blueprint IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC, a Registered Investment Advisor. • Pure Financial Advisors LLC does not offer tax or legal advice. Consult with your tax advisor or attorney regarding specific situations. • Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. • Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. • All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. As rules and regulations change, content may become outdated. • Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors. CFP® - The CERTIFIED FINANCIAL PLANNER® certification is by the CFP Board of Standards, Inc. To attain the right to use the CFP® mark, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. 30 hours of continuing education is required every 2 years to maintain the certification. AIF® - Accredited Investment Fiduciary designation is administered by the Center for Fiduciary Studies fi360. To receive the AIF Designation, an individual must meet prerequisite criteria, complete a training program, and pass a comprehensive examination. Six hours of continuing education is required annually to maintain the designation. CPA – Certified Public Accountant is a license set by the American Institute of Certified Public Accountants and administered by the National Association of State Boards of Accountancy. Eligibility to sit for the Uniform CPA Exam is determined by individual State Boards of Accountancy. Typically, the requirement is a U.S. bachelor’s degree which includes a minimum number of qualifying credit hours in accounting and business administration with an additional one-year study. All CPA candidates must pass the Uniform CPA Examination to qualify for a CPA certificate and license (i.e., permit to practice) to practice public accounting. CPAs are required to take continuing education courses to renew their license, and most states require CPAs to complete an ethics course during every renewal period. #retirementplanning #financialplanning #personalfinance