Скачать с ютуб Stress-Test Your Retirement Plan - S6 | E14 в хорошем качестве

Stress-Test Your Retirement Plan - S6 | E14

Do you know how to measure the strength of your retirement plan to see if it could weather the storm if there is a downturn in the economy? Financial professionals Joe Anderson and Alan Clopine show you how to stress-test your portfolio and give you ways to regain your financial fitness if your plan doesn't hold up. Important Points: (01:13) – Recession and Health Worry (02:32) – Stress-Test Your Retirement Plan -Run a Baseline -Stress-Test: Explore the Extremes -Assess Weaknesses -Improve Your Financial Fitness (04:27) – Your Retirement Baseline (07:02) – Sequence of Returns (09:40) – Revised Retirement Baseline (13:13) – Stress-Testing Your Retirement Plan  -Assume 20% Retirement Investment Decline  -Increase Your Retirement Expenses By 15%  -Assume You Have Large One-Time Expenses -Future Home Value = 40% Less than Current Value -Assume You Must Retire Early  (19:00) – Plan B: Improve Your Financial Fitness (21:14) – Ask the Experts (24:17) – Pure Takeaway: Stress-Test Your Retirement Plan -Run Your Retirement Baseline -Explore the Extremes -Adjust For Weaknesses -Build in Contingency Plans Schedule a retirement plan stress test with any one of our experienced financial professionals: https://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 As rules and regulations change, content may become outdated.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.