Retirement Planning With Pralana and Bill Hines | Live Q&A скачать в хорошем качестве

Retirement Planning With Pralana and Bill Hines | Live Q&A

Bill Hine's Book Plan Your Money Path: https://amzn.to/3WpYoT3 Advice Only Network: https://adviceonlynetwork.com/ Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm... Financial tools I use: I track all of my investments, performance, fees, and asset allocation with Empower. It's Free: https://go.robberger.com/empower/yt- I use Monarch Money to manage our budget: https://go.robberger.com/monarch-yt/y... My retirement plan comes from Boldin, the most robust retirement planner available at a reasonable cost: https://go.robberger.com/boldin/yt- I used Capitalize for my last 401(k) rollover. They did all of the work, and it's Free: https://go.robberger.com/capitalize/yt- My Book (Retire Before Mom and Dad): https://amzn.to/4d9qbhA #retirement #investing #robberger 0:00 Intro 7:25 Pralana as tool of choice 12:03 Client relationship/Roth Conversions 15:00 Modeling a portfolio 23:30 Taxes/Sequence of Return Risk 27:15 Roth Conversion Analysis 32:32 Are Roth Conversions important 34:45 Social Security 42:19 Tax Calc Feature 46:17 Money not in a retirement account 48:45 AMT credit incorporated into Roth Conversions 49:38 Projected RMDs and yearly conversions 50:59 Long-term Care and Roth Conversion Analysis 55:41 Medicare/Medicare Advantage 58:29 Quick Start Method 1:00:33 Online Training Program 1:02:09 Non-ideal Asset Allocation 1:04:21 Announcements ABOUT ME While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. I've since sold my websites, bought them back, and started a new website and this YouTube channel. I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE) LET'S CONNECT Youtube:    / @rob_berger   Facebook:   / financialfreedomguy   Twitter:   / robert_a_berger   DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions. *Disclosure*: Some of the links in this description are from partners who compensate us. This means — at no extra cost to you — I may earn money if you click and sign up for a product or open an account. This creates a financial relationship that may influence my recommendations, but I only recommend products and services I believe in and would recommend to my own mom. Advertisers have no control over my content. Read the full advertiser disclosure here: https://robberger.com/how-we-make-money/