Скачать с ютуб I'm 68 with $1.5 Million: Is it Enough to Spend $10,000/Month in Retirement? в хорошем качестве

I'm 68 with $1.5 Million: Is it Enough to Spend $10,000/Month in Retirement?

Retirement Withdrawal Strategies: Can I retire with $1.5 million and comfortably spend $10,000 a month? How do I effectively navigate taxes, Social Security, and portfolio risks in retirement? Join financial expert Casey Weade as he walks Bob and Diane through their retirement planning journey in this informative video. Discover key strategies for building a secure financial future, including insights on how to maximize Social Security benefits, effectively manage investment risks, and optimize tax strategies to preserve wealth. ======================================== Dive straight in: 00:00 Retirement planning with $1.5M assets and $10K monthly spending 02:07 Planning with joint income discrepancies 06:22 Retirement concerns: taxes and market risks 08:31 S&P 500 index fund performance 13:05 Proper vs. over-diversification in portfolios 15:11 Analyzing financial scenarios 19:11 Retirement projections and market volatility 21:06 Financial risks from over-withdrawing investments 24:39 Delaying Social Security: $100K+ benefits by age 75 26:45 Timing Social Security based on life expectancy 30:49 Tax strategy to reduce lifetime taxes and increase legacy 32:52 Principal protected account: risk elimination, reduced return 36:57 Importance of a flexible strategy #incomeplanning #retirementplanning #retirementincome #retirewith1million ============================================ ➡️ Looking for a Tailored Retirement Plan? Let's create a Retirement Success Plan that’s perfectly aligned with your unique needs and future aspirations. If a personalized retirement plan sounds like what you need, give us a call at (866) 968-3658 or fill out our complimentary consultation form: https://retire.tv/68_with_1-5Mil 🎥 Subscribe to our channel to keep learning here: https://bit.ly/SubscribeHBF ============================================ 📧 'Weekend Reading for Retirees': Elevate your retirement planning with our curated selection. Every Friday, receive a handpicked collection of four financial articles, each enriched with expert CFP® insights, delivered directly to your inbox. It’s your weekly dose of knowledge, specifically tailored to empower your financial journey. Sign up now for insights you won't want to miss: https://bit.ly/weekend-reading-email ============================================ DISCLOSURE: The general rate of return used in this video matches the average annual rate of return for the S&P 500 index (*). Specific rates of return were also used that match S&P annual returns during the period of 2000 – 2009 (**). These rates of return do not represent the actual or expected rate of return for any portfolio offered or managed by Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. Annuity income guarantees are based on the claims-paying ability of the issuing insurance carrier. Annuity products have risks and limitations, including those related to liquidity. Please consult with a registered insurance agent before investing in an annuity. For more information on professional designations, visit www.finra.org/investors/professional-designations. For more information on your social security benefits, please visit www.ssa.gov. For more information on Fidelity Government Cash Reserves (FDRXX), please visit https://fundresearch.fidelity.com/mut.... *https://www.officialdata.org/us/stock... **https://www.spglobal.com/spdji/en/ind...