Comprehensive Retirement Plan: A Portfolio is NOT Enough скачать в хорошем качестве

Comprehensive Retirement Plan: A Portfolio is NOT Enough

For years, you've been focused on one number: the size of your portfolio. You may think that takes care of your retirement planning... But a comprehensive plan is much more than a simple portfolio amount! This episode of Conquering Retirement explores all the elements of a complete retirement plan, including budgeting, tax strategies, and everything in between. Northern Alliance Financial’s Lance Gilman and Jeremy Barnard dive into potential hidden risks to your retirement and the peace of mind that comes with a cohesive, written plan. You have questions. It's time to get answers. Take the first step toward a stress-free retirement with a complimentary second-opinion evaluation ➡ 📞 207-241-7430 TIMESTAMPS 00:00 – Intro 02:07 – Where Did ‘Comprehensive Planning’ Come From? 04:37 – What is the Foundation of the Plan? 06:05 – The Importance of a Budget 13:39 – The Next Step: Guaranteed Income 15:31 – Incorporating Social Security 17:20 – Mitigating Tax Liability 18:48 – Factoring in Healthcare and Long-Term Care Costs 22:46 – How to Get from Portfolio to Plan 25:09 – Adjusting the Risk in a Portfolio to Make it Last 27:05 – Outro ============================================================================ 📅📅 𝗦𝗰𝗵𝗲𝗱𝘂𝗹𝗲 𝗮 𝘃𝗶𝘀𝗶𝘁 with us here 👇 https://nafinancialadvisors.com/#contact ============================================================================ 🔴🔴 𝗦𝗨𝗕𝗦𝗖𝗥𝗜𝗕𝗘 𝗳𝗼𝗿 𝗺𝗼𝗿𝗲 𝗧𝗜𝗣𝗦:    / @northernalliancefinancial   ============================================================================ 📱📱 𝐂𝐎𝐍𝐍𝐄𝐂𝐓 𝐖𝐈𝐓𝐇 𝐔𝐒 𝐎𝐍 𝐒𝐎𝐂𝐈𝐀𝐋 𝐌𝐄𝐃𝐈𝐀 Facebook:   / nafinancialadvisors   LinkedIn:   / about   Instagram:   / nafinancial   #ComprehensiveRetirementPlanning #HolisticPlanning #SocialSecurity #IncomeStreams #TaxEfficiency #LegacyPlanning #Maine #NorthernAllianceFinancial DISCLOSURE Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.