Скачать с ютуб Retirement Vision Board: How to Plan for Your Financial Future - Your Money, Your Wealth TV S8 | E10 в хорошем качестве

Retirement Vision Board: How to Plan for Your Financial Future - Your Money, Your Wealth TV S8 | E10

See it – believe it – achieve it! Vision boards are popular these days and they can work to help you secure your financial future. The first step in reaching any goal is to have a vision of what you want your future to look like. What if your vision is to be a millionaire at retirement? Joe Anderson, CFP® and Alan Clopine, CPA, will help you put your vision together and give you some tools and strategies to make it a reality. Retirement Vision Board • Wants, Needs & Goals • Find Your Finish Line: Retirement Savings By Age • How Risky Are You • Vision into Action • Be Tax-Efficient Important Points: 0:00 Intro 1:55 Overview 3:27 Needs vs Wants 6:03 Savings 11:24 Risk vs Reward 13:38 Asset Allocation 14:53 Action 17:00 Tax Impact 18:40 Types of Accounts 21:29 Ask the experts 23:40 Pure Takeaway Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management to thousands of people across the nation. Schedule a free assessment with any one of our experienced financial professionals: http://bit.ly/PureAssessment Office locations: https://bit.ly/PureLocations Ask Joe & Big Al On Air: https://purefinancial.com/ymyw/ask-jo... Subscribe to our YouTube channel: http://bit.ly/YMYW-YouTube Subscribe to the Your Money, Your Wealth® podcast: https://link.chtbl.com/ymyw?sid=y IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC, a Registered Investment Advisor. • Pure Financial Advisors LLC does not offer tax or legal advice. Consult with your 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 As rules and regulations change, content may become outdated.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. CFP® - The CERTIFIED FINANCIAL PLANNER™ certification is by the Certified Financial Planner Board of Standards, Inc. To attain the right to use the CFP® designation, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. Thirty hours of continuing education is required every two years to maintain the designation. AIF® - Accredited Investment Fiduciary designation is administered by the Center for Fiduciary Studies fi360. To receive the AIF Designation, an individual must meet prerequisite criteria, complete a training program, and pass a comprehensive examination. Six hours of continuing education is required annually to maintain the designation. CPA – Certified Public Accountant is a license set by the American Institute of Certified Public Accountants and administered by the National Association of State Boards of Accountancy. Eligibility to sit for the Uniform CPA Exam is determined by individual State Boards of Accountancy. Typically, the requirement is a U.S. bachelor’s degree which includes a minimum number of qualifying credit hours in accounting and business administration with an additional one-year study. All CPA candidates must pass the Uniform CPA Examination to qualify for a CPA certificate and license (i.e., permit to practice) to practice public accounting. CPAs are required to take continuing education courses to renew their license, and most states require CPAs to complete an ethics course during every renewal period.