How Much Can I Expect To Spend In Retirement with a $2.1 Million Portfolio? скачать в хорошем качестве

How Much Can I Expect To Spend In Retirement with a $2.1 Million Portfolio?

See how we can help you get more out of retirement 👇🏼https://py01htti90f.typeform.com/to/M... Navigating the transition to retirement can be daunting, but with a well-structured financial plan, it's possible to approach this phase of life with confidence and clarity. In this case study, Anthony reveals the financial journey of Peter and Amanda, a couple on the brink of retirement, and explores how they crafted a robust plan to achieve their retirement goals. If you would like to talk with us about creating a financial plan like this for you, call us at (619) 282-3288 or schedule online https://onedegreeadvisors.com/getstar... ❓HOW MUCH DO I NEED TO RETIRE? ❓ Get your free RETIREMENT READINESS REPORT to find out! https://app.precisefp.com/w/osrtro ✍ SHOW NOTES & RESOURCES ✍ Show Notes: https://onedegreeadvisors.com/?p=8713... Social Security: Start at Age 62 or 70?    • Social Security: Start at Age 62 or 70?   How Can I Avoid Capital Gains Tax in Retirement:    • How to Pay $0 Taxes on Retirement Income   Where Should I Take Money From First in Retirement?:    • Which Account Should I Take Money Fro...   👉 JOIN 964+ OTHER RETIREES AND RECEIVE OUR WEEKLY RETIREMENT RECAP EMAIL + GAIN ACCESS TO OUR PRIVATE CLIENT MEMO 👈 https://onedegreeadvisors.com/blogs/ ✅ LEARN ABOUT HOW WE CAN HELP YOU THROUGH RETIREMENT ✅ https://onedegreeadvisors.com/ Twitter:   / onedegreetweets   Facebook:   / onedegreeadvisors   This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you. Disclosures: https://onedegreeadvisors.com/solutio... 0:00 - Intro 1:04 - Meet Peter and Amanda 1:36 - Balance sheet 2:12 - Goals 2:46 - Income 3:46 - Savings 4:29 - Expenses 9:50 - Financial plan projections 16:58 - Cash flow report 18:24 - Key planning considerations