How To Handle Forced Early Retirement - Right Now! скачать в хорошем качестве

How To Handle Forced Early Retirement - Right Now!

How can you survive early retirement after a layoff? Over 50% of retirees stop working earlier than planned—many due to layoffs, health issues, or age discrimination. Are you financially ready if it happens to you? 🏝[HOW MUCH YOU NEED TO RETIRE?] Take The QUIZ To Find Out How Much You Need To Retire https://www.theoremwm.com/how-much-do... 🎯 Schedule Your FREE Retirement Assessment Today: https://www.theoremwm.com/start-here 📧 Sign Up for Our Weekly Retirement Newsletter: https://mailchi.mp/theoremwm.com/week... What if you're forced into retirement before you're ready? In this case study, Johnathan Rankin—founder of Theorem Wealth Management—walks through Harold and Cheryl’s real-life story of a sudden layoff at 57 and what it did to their retirement plan. With rising recession fears and layoffs increasing among older workers, this video shows how to navigate unplanned retirement, what it means for your 401(k), and how to protect your financial future. You'll see the before-and-after impact on Harold's retirement projection, including how a 2-year income gap and potential market downturn affected their probability of success—and how a flexible, updated plan made all the difference. Johnathan Rankin CRPC® CEPA®, Founder & CEO Theorem Wealth Management, Financial Advisor ----------------------- CHAPTERS 0:00 – Why Over 50% of Retirees Don’t Retire on Their Own Terms 1:00 – Meet Harold: A Real-Life Case Study of Forced Early Retirement 2:45 – The Impact of Losing Your Job at 57 3:43 – The Numbers Before vs. After Layoff 4:19 – What Happens If the Market Drops 20% 5:00 – Why Your Financial Plan Must Evolve With Life Events 5:46 – Free Personalized Quiz to See If You’re On Track ----------------------- Connect with Johnathan Rankin on Social Media: LinkedIn -   / johnathan-rankin   Instagram -   / thinkretirement   Facebook -   / theoremwm   ----------------------- Disclaimer: The client scenarios are based on real client experiences, but the names and appearances have been changed for privacy. They are presented for illustrative purposes only and are not representative of all client experiences. Past performance is not a guarantee of future results. Individual experiences may vary. No part of this scenario should be understood as a recommendation of an investment product or strategy or construed as individualized investment, tax, or legal advice The reports presented in this video are from eMoney financial planning software. Projections are based on assumptions provided by the presenter and are not guaranteed. Actual results will vary, perhaps to a significant degree. The projected reports are hypothetical in nature and for illustrative purposes only. Return assumptions do not reflect the deduction of any commissions, or fees or product charges that may apply to any particular investment. Deduction of such charges would result in a lower rate of return. Consult your tax and/or legal advisor before implementing any tax or legal strategies. Past performance is no guarantee of future results. The market for all securities is subject to fluctuation such that upon sale an investor may lose principal. Johnathan Rankin is a Registered Representative of Sanctuary Securities Inc. and an Investment Advisor Representative of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. Theorem Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC. Theorem Wealth Management does not offer tax advice, please consult a tax advisor. #retirementplanning #retirement #financialeducation #financialfreedom #retireearly #financialmanagement #financialadvice #theoremwealth #thinkretirement #401kadvice #retirementadvice