9 Retirement Plan Killers & How To Fix Them! скачать в хорошем качестве

9 Retirement Plan Killers & How To Fix Them!

9 Retirement Plan Killers & How To Fix Them! 🎯Want to discuss your retirement plan? Schedule a time here: https://calendly.com/cfm2020/youtube 🎯 9 things might be quietly draining your retirement savings. Right now. And many of them are hiding within plans that feel completely safe. I'm talking about the 'safe' money you've got sitting in cash. That estate plan you downloaded online. Even the way you're paying for financial advice. These may not be obvious risks. And chance are, you may not even notice them. But over a 20 or 30-year plus retirement, they can cost you tens of thousands—sometimes hundreds of thousands—of dollars. Today, I'm going to explain exactly what these silent killers are, how to spot them in your own plan, and, most importantly, how to fix them before they do serious damage. 🎬Chapters 🎬 0:00 – Introduction 1:09 – Holding Too Much Cash For Too Long 2:46 – Under-Withholding Taxes 4:11 – Ignoring IRMAA 5:16 – No Roth Strategy 7:13 – Concentrated Stock Position 8:40 – No Plan For Surviving Spouse Income Taxes 9:56 – DIY Estate Planning Mistakes 11:15 – Long-Term Care Blind Spot 12:23 – Paying For Advice In Hidden Ways 🎥Related Videos: 🎥 Bucket Strategy:    • What Is The Bucket Strategy And How Can I ...   Retirement Planning Risk:    • The Retirement Planning Risk You've Never ...   Don’t Let Scarcity Mindset Sabotage Retirement:    • Don't Let The Scarcity Mindset Sabotage Yo...   6 Habits That Will Ruin Your Retirement:    • Warning: These 6 Habits Can Ruin Your Reti...   🛣️Get your copy of my 8-STEP RETIREMENT ROADMAP: Your Essential Checklist For Retirement Planning Success: https://www.centerpointfm.com/roadmap 🛣️ #retirementplanning #retirementkillers #saferetirement #retirementmistakes #irmaa #IRMAAmedicare #rothconversion #rothconversionstrategy #investmentfees #widowspenalty #longtermcare THIS VIDEO IS FOR ENTERTAINMENT AND EDUCATIONAL PURPOSES ONLY. NOTHING DESCRIBED IN THIS VIDEO SHOULD BE CONSIDERED INDIVIDUAL FINANCIAL, INVESTMENT, TAX, OR LEGAL ADVICE. BEFORE TAKING ANY ACTION REGARDING YOUR OWN FINANCIAL SITUATION, CONSULT WITH YOUR OWN FINANCIAL ADVISOR, CERTIFIED PUBLIC ACCOUNTANT AND ATTORNEY.