Exactly How We Added Over $1.6M to a Client’s Retirement Plan скачать в хорошем качестве

Exactly How We Added Over $1.6M to a Client’s Retirement Plan

They thought their plan was solid — until we modeled three small tweaks that added over $1.6 million to their retirement. Here’s what happened when we challenged the “rules of thumb.” Grab Our FREE Retirement Planning Resource Bundle, https://www.humphrieswealthgroup.com/... GET SECOND OPINION - Are you within five years of retirement or already retired? Visit our website to find out how to get your complimentary retirement plan and get a second opinion on your current plan. Here's the link, https://www.humphrieswealthgroup.com/ Welcome to our channel. Regularly, we upload content related to the topics of retirement and overall wealth planning. Although our focus will be on financial topics, we will include other topics that impact management and the conservation of wealth, including: Travel and Leisure Health Relationships Hobbies Volunteerism Work Shaun Humphries B. Admin, CFP® Senior Financial Planning Advisor Assante Capital Management Ltd. 02:15 Key Factors To Analyze 04:27 Case Study Model Assumptions 06:26 Scenario Analysis 14:27 Scenario Comparison