I’m 65 with $2 5 Million How Much Can I Spend in Retirement скачать в хорошем качестве

I’m 65 with $2 5 Million How Much Can I Spend in Retirement

A $2.5 million portfolio at age 65 might seem like a solid foundation for retirement, but financial readiness in retirement requires detailed financial planning. Today we’re going deep on one of the most important questions you can ask when you’re ready to retire: “How much income can I generate from my portfolio each year for retirement?” In this video Cary covers three real-world strategies, tax considerations, and portfolio scenarios so you can walk away with real confidence and clarity. ------------------------------------------ Work with us → https://www.greenerafinancial.com Check out our Green Era Financial YouTube channel →    / @greenerafinancial   Meet with Cary directly → https://calendly.com/greenerafinancia... ------------------------------------------- ⏱Video Chapters⏱ 00:00 - Intro 00:40 - Why $2.5 Million Isn’t Just a Number 01:32 - The 4.7% Rule 02:47 - The Guardrails Approach 03:56 - The Bucket Strategy 05:31 - Three Portfolio Scenarios and After-Tax Income 07:23 - Bringing It All Together ------------------------------------------- Green Era Financial LLC (“Green Era Financial”, “Green Era”) is a registered investment advisor offering advisory services in the State of Florida and in other jurisdictions where exempted. Green Era Financial LLC is not affiliated with or endorsed by the Social Security Administration or any other government agency. Registration does not imply a certain level of skill or training. The presence of this channel on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Green Era Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All content on this channel is for information purposes only. Opinions expressed herein are solely those of Green Era Financial and our editorial staff, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. This content is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. All information or ideas provided should be discussed in detail with a licensed financial advisor, accountant or legal counsel prior to implementation. #retirement #Over50 #retirementplanning