Know Your Number: The Key to a Confident Retirement скачать в хорошем качестве

Know Your Number: The Key to a Confident Retirement

In this webinar, John McNertney, CFP®, and Mark Moberg, CFP® with Green Ocean Global Advisors, LLC reviewed how understanding your personal “retirement number” – the amount of money you need to retire with confidence – can simplify your planning and empower better decision-making throughout your financial journey. Some of the relevant issues that were addressed include: Understanding your “Retirement Number” – A look at how calculating your number provides clarity, direction, and peace of mind as you plan for the future. The importance of a “Retirement Number” – Knowing your number gives context to your savings goals, investment strategy, and lifestyle expectations, helping align your finances with your retirement vision. Real client insights – In the past year, many clients have approached us unsure if they’re “on track.” In one recent case, a couple was shocked to learn they were closer to their number than expected – this led to a major mindset shift and renewed confidence in their plan. What’s included in my number? – This common question will be answered with a breakdown of costs, income sources, and key assumptions to consider when running your numbers. Planning across life stages – Whether you’re ten years out or two years away from retirement, understanding your number can guide smart, timely financial decisions. We hope you enjoy! ===================== Ready To Unleash Your Financial Potential? Get started today: https://www.greenoceanglobal.net/get-... Check out our services: Cross-border Planning: https://www.greenoceanglobal.net/serv... Financial Planning: https://www.greenoceanglobal.net/serv... Investment Management: https://www.greenoceanglobal.net/serv... About Green Ocean Global Advisors: Green Ocean Global Advisors serves Americans in Portugal with cross-border planning, financial planning and investment management. #expatfinancialplanning #financialadvisor #portugal