Скачать с ютуб The Power of Financial Planning - S6 | E17 в хорошем качестве

The Power of Financial Planning - S6 | E17

Has your financial outlook changed over the past few months? The COVID-19 pandemic has left many of you rethinking your financial plan for retirement. Financial professionals Joe Anderson and Alan Clopine want to give you the tools and strategies not just to survive but to thrive when life takes unexpected turns. Pure Financials' Managing Director Jake Greenberg discusses how applying a set formula to your retirement plan can backfire. Important Points: (01:39) – Power of Financial Planning -Develop A Written Plan -Build Emergency Fund -Keep Up With Health Care Costs -Maintain Investing Discipline -Protecting Against Market Risk (02:26) – Importance of Having an Emergency Savings (02:58) – Develop a Written Financial Plan (05:50) – Create an Emergency Fund (07:08) – Emergency Fund Myths (10:15) – Retiree Health Care Costs (12:10) – Constructing a Financial Plan (16:30) – Monitoring Your Portfolio (20:23) – Benefit of Diversification (22:22) – Power of Financial Planning: Rebalancing (24:08) – Ask the Experts (24:59) – Pure Takeaway: Power of Financial Planning -Creating a Plan for Your Personal Goals -Maintain an Emergency Fund -Plan for Health Care Costs -Invest to Meet Your Goals -Protect Your Portfolio Against Market Risk Schedule a free assessment with one of our experienced financial professionals: http://bit.ly/PureAssessment Subscribe to our YouTube channel and stay tuned for the next episode of the Your Money, Your Wealth® TV show: http://bit.ly/YMYW-YouTube Subscribe to the YourMoney, Your Wealth® podcast: https://link.chtbl.com/ymyw?sid=y IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor. • Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with their tax advisor or attorney regarding specific situations. • Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. • Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. • All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. As rules and regulations change, content may become outdated. • Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.