Retiring Soon? Your Expenses Will (Probably) Go Up, Not Down скачать в хорошем качестве

Retiring Soon? Your Expenses Will (Probably) Go Up, Not Down

✅ Use this link to try Boldin personal financial planning software FREE for 2 weeks: https://go.boldin.com/schmidt You’ll likely spend more than expected in retirement as healthcare, lifestyle upgrades, housing, family support, and inflation push retirement expenses higher. This video explains why retirement costs often rise instead of fall and shows exactly where retirees overspend so you can plan better for a financially stable retirement. _____________________________________ Confused about how Social Security works for you? Go from beginner to confident in under 5 hours with our course: Social Security Simplified. Check it out here: https://holyschmidt.com/SocialSecurity _____________________________________ If you're still using spreadsheets for your financial planning, you're doing it the HARD WAY. Check out the best planning software I've found - BOLDIN (prev. NewRetirement) personal financial planning software. Free 2 week trial and $12 mo ($144/yr after). I use it and recommend it. Use this link to try Boldin for free for 2 weeks: https://hlyshm.it/Boldin _____________________________________ Talk to our partner, CHAPTER, the only Medicare Advisor we recommend. CHAPTER provides friendly, unbiased help and saves clients an average of $1100 per year - always 100% free to you. Call 1- 440-703-1224 and tell them "Geoff Schmidt sent you," or click this link to get started: https://hlyshm.it/Chapter _____________________________________ Please note: some of the companies and websites above are affiliate relationships of ours which means that it you purchase their product or use their service, we receive a small fee. This does not increase your cost. _____________________________________ CHAPTERS 00:00 Overview 01:16 Health Maintenance 04:38 Lifestyle Costs 06:35 Why Your Home is STILL Expensive 08:53 Helping Out 10:06 Inflation 11:04 Where Did "80%" Come From? _____________________________________ OTHER IMPORTANT LINKS: FREE Retirement Ready Checklist: https://hlyshm.it/ha5 Follow Me on Instagram: https://hlyshm.it/ha6 Geoff's Facebook Page: https://hlyshm.it/ha7 Federal Reserve Board Survey of Consumer Finances: https://www.federalreserve.gov/econre... Social Security Administration Application for Benefits https://secure.ssa.gov/iClaim/rib Current Social Security Cost of Living Adjustment https://www.ssa.gov/cola/ Social Security Payment Estimator https://www.ssa.gov/benefits/retireme... Geoffrey Schmidt, CPA Bio: Geoff Schmidt is a CPA who specializes in personal financial education for those approaching or in Retirement. He is an award winning author and the Director of the Retirement Ready Academy. Geoff spends 100% of this time on financial education through social media. Legal disclaimer: Chapter Advisory, LLC (“Chapter”) is a private health insurance agency. In California, Chapter does business as Chapter Insurance Services (Lic. No. 6003691). Chapter is not affiliated with or endorsed by any government entity. While Chapter has a database of every Medicare plan option nationwide and can help you to search among all options, it has contracts with many but not all plans. As a result, Chapter does not offer every plan available in your area. Currently, Chapter represents 50 organizations which offer 18,601 products nationwide. You can contact a licensed Chapter agent to find out the number of products available in your specific area. Please contact Medicare.gov, 1-800-Medicare, or your local State Health Insurance Program (SHIP) to get information on all of your options. Enrollment in a plan may be limited to certain times of the year unless you qualify for a Special Enrollment Period or you are in your Medicare Initial Enrollment Period. Average potential savings are based on realized premium, co-pay, and out of pocket savings estimates self-reported by consumers that worked with Chapter Advisory LLC to enroll in a Medicare Supplement, Medicare Advantage, and/or Part D Prescription Drug Plan. The average is limited to consumers that chose to self-report. Savings information is subject to periodic updates and corrections. There is no guarantee of savings and any savings may vary by policy type, state, or other factors. Channel Disclaimer: this video is for educational and entertainment purposes only and is not meant to be a substitute for legal, accounting, tax, or professional advice. If you have any specific questions about any legal, accounting, tax or other professional service matter you should consult the appropriate professional services provider. Holy Schmidt! is not affiliated with the Social Security Administration, Centers for Medicare & Medicaid Services or any government agency.