Retirement: The Ultimate Checklist скачать в хорошем качестве

Retirement: The Ultimate Checklist

In today's video, we cover my Ultimate Retirement Checklist. 0:32 - 1. Retirement ≠ Financial Independence 0:50 - 2. Track expenses 1:23 - 3. Plan for large expenses 1:40 - 4. Guaranteed income ratio 1:55 - 5. Social Security 2:10 - 6. Calculate your burn rate 3:54 - 7. Cash 4:20 - 8. Consider your asset allocation 4:50 - 9. Tax-efficient withdrawal strategy 5:00 - 10. Understand how investment withdrawals are taxed 6:17 - 11. Roth conversions 7:34 - 12. Healthcare 7:48 - 13. Medicare 9:26 - 14. IRMAA brackets 10:10 - 15. Plan how to spend down your HSA 11:03 - 16. Simplify accounts 11:10 - 17. Simplify investments 11:31 - 18. End-of-life documents 12:14 - 19. Home equity 12:54 - 20. Have a plan ___________________________ Medicare eBook: https://drive.google.com/file/d/1cpfz... Join the Newsletter. It's Free: https://www.refined-wealth.com/newsle... Schedule a complimentary review: https://www.refined-wealth.com/how-we... Learn More: https://www.refined-wealth.com/ I use Monarch Money to manage my budget: https://monarch.com/referral/xr757umaw7 ___________________________ ABOUT US We're a Houston, Texas-based independent financial advisory firm serving high-earning professionals and retirees. Joe Ward is an investment adviser representative of Refined Wealth. The firm is a registered investment adviser and only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions should not be construed as an offer to buy or sell, or a solicitation of an offer to buy or sell the investments mentioned. A professional adviser should be consulted before implementing any of the strategies discussed. Investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's portfolio. All investment strategies can result in profit or loss. #retirement #investing