Here Is What A $4M Retirement Portfolio Looks Like скачать в хорошем качестве

Here Is What A $4M Retirement Portfolio Looks Like

Schedule a call with us to see how we can help you get more out of retirement 👇🏼 https://py01htti90f.typeform.com/to/M... Show Notes and Resources Show Notes - https://onedegreeadvisors.com/2025/08... Vanguard’s Secret to Spending More in Retirement (GAME CHANGER) -    • Vanguard’s Secret to Spending More in Reti...   ➡ PLEASE READ! ⚠️ Be careful of scammers. In the COMMENTS section, We will NEVER offer any investment products, recommend a stock broker, or anything similar. Some scam bot commenters coordinate a “conversation,” including “asking” for investment help, and reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them." Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not be relied upon for personal decision making. Each plan is developed using specific client conversations, assumptions, and planning inputs that are not fully detailed in these videos. Please consult your own financial, tax, and legal advisors before making any financial decisions. 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... 00:00 - A Smarter Way to Approach Retirement Investing 00:31 - Setting the Stage 01:28 - What the Numbers Reveal 01:40 - Laying the Foundation 02:15 - Planning for the Lifestyle You Want 03:01 - Decisions That Make a Big Difference 04:44 - A Hidden Opportunity Most Miss 06:07 - Navigating Uncertainty with Confidence 07:45 - Preparing for the Unexpected 08:24 - A Strategy Built for Stability 09:50 - Fine-Tuning the Plan 11:21 - Adding an Extra Layer of Insight 11:48 - Bringing It All Together 12:00 - See How It Compares