Why Americans in their 40s need to focus on retirement planning

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  • Опубліковано 13 січ 2025

КОМЕНТАРІ • 368

  • @rayjones9819
    @rayjones9819 Місяць тому +275

    You don't plan for retirement right before you retire. You plan for retirement your 1st day on the job.

    • @3railmike713
      @3railmike713 Місяць тому +8

      Smartest thing said.

    • @dfwpauker
      @dfwpauker Місяць тому +10

      That's what I did. Just retired with this year in my mid 40's, having grown my investments (Roth, IRA, etc.) to multiple $Ms. It can be done but just takes discipline. The people only just realizing in their 40s that they're behind are gonna get steam rolled hard.

    • @laurenm.6320
      @laurenm.6320 Місяць тому +1

      YES

    • @mocheen4837
      @mocheen4837 29 днів тому +6

      I started my kids in high school. They both worked and opened Roth IRAs.

    • @helloworld707-49
      @helloworld707-49 29 днів тому +1

      Exactly

  • @SteveSabbai
    @SteveSabbai Місяць тому +207

    Don't depend on your kids for help later in life. They'll be too busy with their own life problems.

    • @ghostbird92
      @ghostbird92 Місяць тому +11

      Sadly that's a big reason people have children

    • @josebautista7311
      @josebautista7311 Місяць тому +12

      Hispanics take care of their elders

    • @mmp495
      @mmp495 Місяць тому

      @@josebautista7311yes some cultures still do. Hopefully if all family members including spouses are on the same page. 😬

    • @mmp495
      @mmp495 Місяць тому +2

      Agree with this. 👍🏼

    • @ognyc71
      @ognyc71 Місяць тому

      Not everyone

  • @JJSo12345
    @JJSo12345 Місяць тому +288

    I disagree.
    Depending on income, people should start retirement planning/investing in their 20’s with at least small contributions.

    • @ST-rj8iu
      @ST-rj8iu Місяць тому +16

      yep. compound interest. i regret not doing more. front load as much as you can when you can. You will most likely get laid off, move, kids, etc. Put money in when you can to make up for gaps.

    • @weho_brian
      @weho_brian Місяць тому +9

      you need 1M likes for this, I swear the media does the best it can to miseducated people about finance

    • @btw-3006
      @btw-3006 Місяць тому +18

      Yep. 40s is too late to start thinking about retirement planning, despite some people saying it's never too late. The sooner you get out of any bad debt you have and start saving/investing, the better off you will be when it comes to retirement. I started saving/investing for retirement in my early 20s when I graduated from college.

    • @mmp495
      @mmp495 Місяць тому +1

      Agree 💯

    • @GXH24
      @GXH24 Місяць тому +10

      I don't think it's necessarily a disagree or agree thing. Both can be true.
      Think of it like a race. You are at the start line and you have to get to your retirement number. You are 100 percent correct that the person who starts at 20 will have an easier time. Compounding will work for them and they may have 4 or 5 decades before they retire so they have a long time to run the race. They may not have to be pedal to the metal the whole way, they can stop and smell the flowers while they run the race.
      Someone in their 40s who starts the will have a much harder race to get to their number assuming all else equal. They may have 2 to 3 decades so they would in fact need more focus. They have less time to compound and invest so they can't afford to take as many breaks.
      So yes I agree. Starting earlier is better. But the fact is not everyone does so I also agree with the video. If u are in ur 40s and have nothing saved, well u can't go back in time and change that. So in that case what you should do is really buckle down, focus and hit that race hard.

  • @MargaretWest-m8u
    @MargaretWest-m8u 29 днів тому +315

    An increasing number of people are likely to face challenges in retirement. Low wages, rising inflation, and high rental costs make it difficult to save adequately. Now, even middle-class Americans are struggling to afford homeownership, putting their retirement plans at risk.

    • @Toni__Michelle
      @Toni__Michelle 29 днів тому +1

      The surge in living costs has disrupted my plan to retire at 62, work part-time, and continue building my savings. I can't help but wonder if those who weathered the 2008 financial crisis had it easier than what I'm facing today. The volatility of the stock market, paired with a decrease in income, has raised concerns about whether I’ll have enough funds to secure a comfortable retirement.

    • @FrankJaaay
      @FrankJaaay 29 днів тому +1

      This is exactly why I rely on a portfolio coach for my investment strategy. Their expertise-managing both long and short positions, capitalizing on asymmetric risk, and strategically hedging against market downturns-makes it incredibly difficult for them to underperform. Over the past two years, working with a portfolio coach has helped me generate over $800,000 in returns.

    • @HotManP-l5g
      @HotManP-l5g 29 днів тому +1

      How can I find a trusted financial planner like yours?

    • @FrankJaaay
      @FrankJaaay 29 днів тому +1

      I consistently recommend Rebecca Lynne Buie as my top choice. She is well-known for her expertise in financial markets and has an impressive track record. I highly endorse her services.

    • @jorgevelez1809
      @jorgevelez1809 9 днів тому +1

      bot

  • @CaraMarie13
    @CaraMarie13 Місяць тому +59

    This is extremely bad not just in terms of retirement savings. In our 40s, many of us are going to experience age discrimination so the option of working longer might not even be on the table the older we get.

  • @LesterHess-t1x
    @LesterHess-t1x 24 дні тому +297

    I'm hoping to retire next year at 55. My goal next year is to be more serious and consistent with my investments I've been investing since I was 22. 2025 is going to be more serous for me investing consistently for the long term. starting to save for a house down payment. I want to invest more than $105k, but I'm not sure on how to mitigate risk.

    • @wmwoods-l4f
      @wmwoods-l4f 24 дні тому +1

      Its unclear which stocks and sectors will lead the market in the next uptrend. It is advisable to diversify while retaining 70-80% in secure investments. looking at your budget, you should consider financial advisory.

    • @j.ottinger
      @j.ottinger 24 дні тому +1

      Safest approach i feel to tackle it is to diversify investments. By spreading investments across different asset classes, like bonds, real estate, and international stocks, they can reduce the impact of a market meltdown. its important to seek the guidance of an expert

    • @karitanaw
      @karitanaw 24 дні тому +1

      Being heavily liquid, I'd rather not reinvent the wheel. Since this strategy works for you, how can I contact your advisor?

    • @j.ottinger
      @j.ottinger 24 дні тому +1

      I have worked with a few financial advisors before now but i ultimately settled for 'Annette Marie Holt'. She is SEC regulated and licensed in US. You can easily look her up

    • @karitanaw
      @karitanaw 24 дні тому +1

      I am going to look her up, I have about $81k i want to start with, might be small but it's better than nothing though. Since the 08 crash is playing out again.

  • @laurenm.6320
    @laurenm.6320 Місяць тому +38

    The best thing my husband and I have ever done besides having our children is starting 18% retirement right out of college and never ever touching that. At age 42 our retirement accounts are over 1 million. That was money we never missed because we never built a lifestyle using it. You can’t make up the multiplier you get on money invested 40 years before you retire. Each dollar does so much more work for you so that you don’t have to save as much.

  • @scottystringer
    @scottystringer Місяць тому +174

    I came across an article that highlighted how Americans in their 40s are the least prepared for retirement. Honestly, it makes sense-this stage of life is often consumed with responsibilities like mortgages, raising kids, or managing debt, so retirement planning often gets overlooked.

    • @loungegossip4236
      @loungegossip4236 Місяць тому +9

      That’s a good point, but the 40s are also a pivotal time to start making progress if you’re behind. You still have around two decades before retirement, and with consistent effort, compounding can work wonders for your savings.

    • @Perpertua35
      @Perpertua35 Місяць тому +2

      Our life come in stages. It sounds ridiculous that retirement planning needs to start in our 20’s but that’s a real lesson that will eventually become clear in our 40’s. Unless you seek this knowledge or someone told you about this when you were in the process of adulting, you will find yourself clue less and bewildered when you turn 40.
      Compounding takes time and for regular folks our 401 K and 403 B’s is our prime vehicle for a well prepared retirement.
      Time is slow. Time is like the sun that comes up every morning. It’s always there. Thus it gets ignored for almost all our lives until we become old and feeble. Then time looks at us and it’s all we think about.
      Save early. Be frugal. Marry the right person. Make health a priority. Love your family. Work with purpose. Sit back and smile.

    • @Tehui1974
      @Tehui1974 14 днів тому

      @@loungegossip4236 I agree. When I entered my 40s I was not in a good financial position. I've just turned 50 and I'm in a much better position now. Good luck to everyone trying to get ahead.

  • @vdo3000
    @vdo3000 Місяць тому +86

    High school students with part-time jobs should set up Roth IRAs and invest in low-cost stock index ETFs or mutual funds.

    • @SteveSabbai
      @SteveSabbai Місяць тому +4

      Most of them are too busy wasting money. We all did it. Kids need proper education and support to help funding a good retirement.

    • @tewksburydriver8624
      @tewksburydriver8624 Місяць тому +2

      You are spot on. I just helped my two teenage kids open Roths with Fidelity and they are investing in Index funds. Small amount now but time is a huge factor when investing.

    • @mocheen4837
      @mocheen4837 29 днів тому +2

      Yes, both of my kids worked through high school and contributed to their Roth IRAs. They both finished high school with over $20,000 saved. They also worked in college and continued to contribute. They need to see the steady growth and power of compounding.

    • @Joe-ti7qd
      @Joe-ti7qd 29 днів тому +1

      I did when I was young. It went to zero in 2008. Nothing is guaranteed

    • @tewksburydriver8624
      @tewksburydriver8624 28 днів тому +5

      @ … the market did not go to zero. It dropped heavily but not zero.

  • @aaronpeerapruk4775
    @aaronpeerapruk4775 Місяць тому +40

    Save as early as you can and save as much as you can

  • @Adam-dm8wg
    @Adam-dm8wg Місяць тому +75

    I was reading this article that said Americans in their 40s are the least prepared for retirement. It makes sense when you think about it. Most people are busy with mortgages, kids, or paying off debt, so retirement planning takes a back seat.

    • @ArianaFelicia-cw7oq
      @ArianaFelicia-cw7oq Місяць тому +7

      That’s true, but the 40s are also a crucial time to start catching up if you’re behind. You still have about 20 years before retirement, so compounding can work in your favor if you’re consistent.

    • @SergioRomano-nj8eb
      @SergioRomano-nj8eb Місяць тому +10

      Exactly! I learned the hard way. I didn’t start saving seriously until I was 42, and I realized how much I was leaving on the table. Now I max out my 401(k) and put extra into an IRA. Better late than never, right?

    • @FedrickWhite-jo2ed
      @FedrickWhite-jo2ed Місяць тому +2

      That’s where working with a financial advisor, like Joseph Nick Cahill, makes a huge difference. I Googled his name and saw he’s highly rated. I decided to work with him, and honestly, it’s been life-changing. He helped me organize my finances, reduce unnecessary expenses, and map out a realistic retirement strategy.

    • @SarahGonzales-sk6tn
      @SarahGonzales-sk6tn Місяць тому +1

      Oh, I’ve heard of him! Didn’t someone leave a testimonial saying he helped them double their retirement savings in just five years? That’s impressive. Having someone like that guide you ensures you’re making the right moves instead of guessing.

    • @FedrickWhite-jo2ed
      @FedrickWhite-jo2ed Місяць тому +1

      Absolutely. Joseph even showed me how I could invest more aggressively now to build wealth, then transition to safer options closer to retirement. It’s not just about saving but knowing where to save and invest. I recommend him to anyone who feels stuck or overwhelmed.

  • @waldenharvey1278
    @waldenharvey1278 28 днів тому +281

    The avg. American is having a tough time, I know I am not alone. There are others in same position as me. By certain statistics: 22% of americans have no retirement savings. 64% are worried that they will not have money in latter years while 47% of adults who are not yet retired think they have to work part-time in retirement. How can I best grow my savings, which I've managed to set aside separately outside of my retirement accounts, but have depleted over the years?

    • @tammystut
      @tammystut 28 днів тому +4

      Think about actions you’re taking that might be harming you such as carrying over credit card debt each month.

    • @richarddamien4654
      @richarddamien4654 28 днів тому +3

      Don't navigate retirement planning alone. Consult with a financial advisor. They can create a tailored plan, optimize investments and taxes, and ensure sustainable income. I partnered with Monica Mary Strigle, a NY based fiduciary and achieved remarkable growth: 120%+ in 11 months!

    • @waldenharvey1278
      @waldenharvey1278 28 днів тому +2

      ​ @richarddamien Impressive! Just looked up Monica Mary Strigle and found her consulting page. I’ve got to say her credentials are truly impressive! I've scheduled a call to discuss further. thanks for sharing

    • @clementdan9417
      @clementdan9417 28 днів тому

      @@richarddamien4654 Hi what is the fee you are charged for the services offered, did you pay any upfront fees for consulting? Because I just set up a consult and I am not sure what to expect back.

    • @clementdan9417
      @clementdan9417 28 днів тому +1

      @richarddamien Hi what is the fee you are charged for the services offered, did you pay any upfront fees for consulting? Because I just set up a consult and I am not sure what to expect back.

  • @hunnybunny4306
    @hunnybunny4306 Місяць тому +18

    That’s why it’s easier to focus on retirement planning in your 20s. Your income may be lower but your expenses can also be low if you don’t have kids. Then by your 30s you can focus on other priorities since you’re ahead on saving for retirement.

    • @emem2863
      @emem2863 6 днів тому +1

      It depends. I struggled to get by in my 20s and didn't make enough to save for retirement. Realistically, many people aren't in a position to save for retirement in their 20s or even 30s, with or without children or a college degree. Many just need to focus on living within their means and paying off debt so they can save for rainy days, including retirement.

  • @aarons.596
    @aarons.596 Місяць тому +35

    This lady has a short-term economic struggle. As soon as her kids move out, she could sell the home and do a major downsize but psychologically, people seldom want to choose to have less.

    • @nicorsar
      @nicorsar 29 днів тому +2

      How reasonable! And you’re spot on!

    • @lozu8947
      @lozu8947 29 днів тому +1

      If her kids move out. Kids today seem to linger on and even if they do move out most of them still rely on their parents for partial financial assistance

    • @patty109109
      @patty109109 8 днів тому

      She also drives a genesis which is a luxury brand vehicle.
      She is not a disciplined person, that much is clear.

  • @jasonjaskey
    @jasonjaskey 29 днів тому +10

    In my 20s I was told to pay myself first. I asked how, and was told to invest in my workplace 401k plan. So I did, and now when it comes to retirement, I won’t have to worry about it like most people who decided to consume instead of invest.

    • @TheCbone1979
      @TheCbone1979 29 днів тому +2

      Same here. I got over $1.2M in retirement assets. I will work another 20 years I suppose. The greatest thing is that the compounding compounds larger as you get older. It's great to see that your investment returns exceeds yearly salary.

  • @Nancy-1w
    @Nancy-1w Місяць тому +46

    I retired at 52 and honestly, I wish I’d done it sooner. The 9-to-5 grind always steals your freedom for a paycheck that barely scratches the surface. My advice? If you’re in your late 30s or early 40s, start saving for FIRE now (Financial Independence, Retire Early.) And if you’re in your 50s, invest smartly and break free from relying on your job. Market trends, like the Trump Effect, have made millions for many, including me. Stay focused, stay consistent, and remember financial freedom is within reach if you make it a priority.

    • @MoniqueJ-g2s
      @MoniqueJ-g2s Місяць тому +1

      Exactly My point! The 9 to 5 grind is just not worth it the stress and low payoff. What specific steps did you take to break free?

    • @Nancy-1w
      @Nancy-1w Місяць тому

      Working with Lorrie Greta Hillard , a financial advisor, was a game changer. She helped me refine my savings strategy, including retirement planning, and provided expert guidance on investments and budgeting to maximize my savings.

    • @MoniqueJ-g2s
      @MoniqueJ-g2s Місяць тому

      @@Nancy-1w Got it! Thanks for the tip! I was curious, so I looked up Lorrie

    • @Florencewalter-o4s
      @Florencewalter-o4s Місяць тому +1

      I have 5 more years and I can’t wait!

    • @Georgecostanza1020
      @Georgecostanza1020 20 днів тому

      Cool! We should all look up Lorrie now! I’m not a bot!!!

  • @miryamishot
    @miryamishot 3 дні тому +2

    Stay off credit cards…live on less than you make….buy an old car with cash to avoid car payments…and pay off your mortgage

  • @misterconn23
    @misterconn23 День тому +1

    You’re WELL behind if you start thinking of retirement in your 40s lmao

  • @amyomeara2515
    @amyomeara2515 3 дні тому +1

    If you waited til 40s (or 48 as the woman in the video) you’re in trouble. I’m 42 and was told my entire adult life to save SOMETHING no matter how small you start. 1-2% to an employer sponsored plan in your 20s and grow the contribution a bit each year/each promotion.

  • @JoseMelendez-px8xx
    @JoseMelendez-px8xx Місяць тому +20

    How things are going, teenagers should start planning for their retirement also.

    • @ehderguyyashootadeerorno2313
      @ehderguyyashootadeerorno2313 27 днів тому +3

      I have brokerage accounts for my 7 year old and 3 year old. Once they get jobs i will open a Roth IRA and tell them they need to put 10% in that every check. Teach them and set them up young for a lifetime of success.

    • @sweetgiaandfamily1435
      @sweetgiaandfamily1435 25 днів тому

      ​. That's what I did with my daughter

  • @teresazephrobsc7281
    @teresazephrobsc7281 24 дні тому +7

    I paid my house off at 48. Does that count?

  • @nohandlehere55
    @nohandlehere55 29 днів тому +6

    Community college and part time work for the kids to get into college. Maybe military service to pay for it. I was lucky to live near a major university so lived at home and bankrolled tuition. Chose a field that allowed a proper career path.

  • @prettymamacita9586
    @prettymamacita9586 Місяць тому +44

    40’s! Start sooner u do not want to be working at 65 !

    • @Polostar79
      @Polostar79 Місяць тому +8

      Working at 65 and beyond is the new normal.

    • @domingodelgado3944
      @domingodelgado3944 Місяць тому +4

      There’s a lot of 65year old people working with me. It’s really sad. Some of them live in really nice big houses but they are still paying on them.

    • @mocheen4837
      @mocheen4837 29 днів тому +1

      Most of my friends retired at age 50 with $5-10 million. I am further behind and will probably not retire until age 60.

    • @paulherring587
      @paulherring587 29 днів тому +1

      I plan on working to a least 75. Maybe not full time but definitely part time. I think this all 65 thing is BS. I think if you can work you should. If you find something your satisfied with it should be no problem.

    • @Joe-ti7qd
      @Joe-ti7qd 29 днів тому +2

      I retired at 36. I'll never do that again. I'll always be working in some way. Retirement is BORING.

  • @3railmike713
    @3railmike713 Місяць тому +9

    It’s astounding to me that personal finance, future financial planning and or retirement planning is not taught at any school K through college. It should be required that every student take a course on these subjects, managing a bank account, managing credit and at a minimum, the benefits of a 401K, a Roth IRA and or an IIRA. Starting young is key. Your retirement planning should begin the day you start your first job. Here’s some free advice. Never finance a new car. Wait until you can pay cash. Financing a new car will have you following the yellow brick road not to Oz but to poverty.

    • @TheCbone1979
      @TheCbone1979 29 днів тому

      That's because educators (unless you own the school) are broke themselves.

  • @85jongo
    @85jongo 15 днів тому +4

    Imagine how much people would better be able to prepare for retirement if we just had Medicare for all? All the stress of healthcare being taken away would allow people to prepare for so much more. Sadly, wealthy oligarchs like donny and musk will never allow this to happen.

    • @JB-pl1iu
      @JB-pl1iu 11 днів тому +1

      For a country that loves to yap about so called "freedom", nothing would free us more right now than guaranteed universal healthcare.

    • @85jongo
      @85jongo 11 днів тому

      @@JB-pl1iu The stress reduction alone for the average American would improve health and prevent worsened outcomes. Of course, the 'health care' system can't profit off of that. Keeping us sick and bleeding us dry is what keeps them rich.

    • @johnneil6653
      @johnneil6653 День тому

      Free stuff at the expense of more taken out of my paycheck does not help anyone. Already have 12.4% of my income going into SS plus 2.9% into medicare/aid...on top of my actual income taxes. Pour even more govt money into the hugely profitable medical system and see how broken it gets. It wasn't until I began saving more for my own retirement that I got truly angry at how much is taken from me to benefit folks that count on the govt to look out for them.

  • @Daniel-it1dp
    @Daniel-it1dp 21 день тому +5

    The problem with parents with special needs children can’t save money in their youth because all their money goes to their child’s health and services. Then careers/promotions fall behind because they have to take care of their child. Then when they get old there is no child to take care of them AND retirement savings went to supporting the child after the parents are gone so they never get a chance to retire. The US government should really do something to assist these families in this situation at no fault of their own.

  • @jeremiahm1413
    @jeremiahm1413 12 днів тому +2

    For the younger people out there, one way to sidestep this situation is joining the military.
    My wife and I have both been in 15.5 years now - 4.5 years left.
    We will both get a pension and VA disability (read: more money) for LIFE.
    Our (2) kids both have inherited our GI Bills, so they will both have 48 months of school for free (read: no student loan debt).
    We lived beneath out means with only $10K auto debt between both of us, allowing us to save a massive (50%+) down payment for a house as we approach our final assignment this year. That will enable us to pay our house off in under 10 years.
    Completely free medical care while active duty and less than $1000 for the entire year once retired.
    Many more perks than this, but these are the big ones.
    Yes, the military will have you moving every 3-4 years. You won't have "control" over your life. You won't really be able to buy a house and settle down until the last 4 years. Ask us how we know.
    That said, things worth doing are worth waiting for, and at 43 and 38, we can vouch for that as we are about to move to our final assignment and transition out of active duty.
    It was all worth it.

    • @randzee1
      @randzee1 2 дні тому +1

      Yes, and staying past 20 years you will lose money. Make sure you contribute to your TSP and then get out and work on a second career.

    • @mumuzeze
      @mumuzeze 2 дні тому

      Good for you but as an American I can’t in my good consciousness approve of how we deliberately meddle and disrupt other nations, with the current war in Palestine, but previously Iraq and Afghanistan where we had no business to be there. I know the military vets always complain and their ptsd for their wrongdoings is apparent so not sure what to think. America first, not Israel, not tycoons looking for oil in the Middle East, America. Billions to ki lll kids in Palestine but none for people affected in floods and fires or medical at home. Again good for you, not the route I’d take or anyone I love take.

  • @anhbaoconnecticut3128
    @anhbaoconnecticut3128 6 днів тому +3

    Start retirement when you got your job!

  • @alexr3950
    @alexr3950 6 днів тому +1

    Borrowing from her retirement was her biggest mistake. You got to put your own oxygen mask on first. Lost compassion when she said she took out the 100k.

  • @d23hong
    @d23hong 13 днів тому +5

    No coffee
    No workee

  • @pubmeatman
    @pubmeatman 4 дні тому +1

    I started saving for retirement at 24. Was able to retire comfortably at 58.

  • @richardf76
    @richardf76 5 днів тому +1

    I guarantee that with the big war and economic collapse that will happen in the next 5 years, the last thing you will ever be worried about will be retirement

  • @crunchydee4877
    @crunchydee4877 Місяць тому +9

    Her best retirement plan she disposed of.

  • @brianmott9010
    @brianmott9010 4 дні тому +1

    If you don’t start saving for your future in your twenties you’re behind.

  • @Dohair879
    @Dohair879 28 днів тому +3

    By 40 you are 15 years too late. You also pay yourself first not your children’s college. When you have a nice nest egg you then contribute to a college plan or do that at the same time.
    Your kids don’t want to pay your bills because you don’t have enough.

  • @ohmy...9007
    @ohmy...9007 Місяць тому +8

    Why pay for your kids tuition? Invite them to start saving themselves. Encourage them to go to more affordable universities. I'm doing the same job with coworkers who went to top universities, only difference is I'm not in debt. I plan to have some money set aside for when they really need financial help in college, but I wouldn't put it in their minds that I'm paying their tuition. Heck no.

    • @TheCbone1979
      @TheCbone1979 29 днів тому

      That was my parents (boomers) generation. I will not do that for my child, either. I totally agree.

    • @cassnate6259
      @cassnate6259 29 днів тому +1

      I agree with involving them in the saving process, but it is also unrealistic to expect them to be able to afford the current and especially future cost of college all on their own. My main reason for investing now are the benefits of avoiding loan costs and the tax advantages of a state 529 account.

  • @PixelGameSquad
    @PixelGameSquad 28 днів тому +3

    Been saving for retirement since 18 ❤

  • @Gyp527
    @Gyp527 Місяць тому +6

    My wife and I live (very) comfortably on $2,000 (-$184 for Medicare) social security. We bought an old sailboat for $10k and live aboard fulltime. No rent, mortgage, utilities, taxes, or car payments. We sail the Bahamas, Caribbean, U.S., Mexico and Panama are in our future. We save close to 50% ($900) of our monthly income on average. Sure, there's a retirement problem in this country, but there's also an entitlement problem - everyone believes they should be living luxuriously. It's just not necessary.❤️

    • @Logan8x
      @Logan8x Місяць тому +4

      ummm you're going to have expensive health care costs as you get older

    • @Gyp527
      @Gyp527 28 днів тому +2

      @Logan8x says who? I have excellent coverage, both parents are 90 and in good health, 8 siblings all in good health. Besides, I mentioned how much we save and invest. You live your (societal) reality, I'll live mine.❤️

    • @jadexplores2100
      @jadexplores2100 10 днів тому +1

      I love this post! Thank you for sharing and best wishes to you and your wife as you continue your amazing adventures together ❤

  • @JohnDoe-fv7ue
    @JohnDoe-fv7ue Місяць тому +9

    Huh? Adults in their 20s and absolutely by 30 should start planning for retirement. Wtf?

  • @tincou7694
    @tincou7694 2 дні тому +1

    Let your kids figure out their college. They are adults.

  • @Fc9ers
    @Fc9ers 5 днів тому +1

    retire as soon you can people. time flies

  • @nandojuace
    @nandojuace Місяць тому +32

    Don't simply retire from something; have something to retire to. Start saving, keep saving, and stick to investments. Everyone should have BTC in their portfolio

    • @LolMan-qy9cc
      @LolMan-qy9cc Місяць тому +1

      It’s really heartbreaking to see how inflation and recession impact low-income families. The cost of living keeps rising, and many struggle just to meet basic needs, let alone save or invest. It’s a reminder of the importance of finding ways to create financial opportunities. You've helped me a lot sir Robert! Imagine i invested $50,000 and received $190,500 after 14 days

    • @amytuttle1621
      @amytuttle1621 Місяць тому +1

      Absolutely! Profits are possible, especially now, but complex transactions should be handled by experienced market professionals.

    • @ufuksenol2005
      @ufuksenol2005 Місяць тому

      Some persons think inves'tin is all about buying stocks; I think going into the stock market without a good experience is a big risk, that's why I'm lucky to have seen someone like mr Robert L Cox.

    • @PineHosting
      @PineHosting Місяць тому

      Finding yourself a good broker is as same as finding a good wife, which you go less stress, you get just enough with so much little effort at things

    • @katiekilbo
      @katiekilbo Місяць тому

      Cox demonstrates an excellent understanding of market trends, making well informed decisions that leads to consistent profit

  • @Phlegethon
    @Phlegethon 27 днів тому +3

    Shouldn’t you do this in your 20s

    • @redmanr5522
      @redmanr5522 2 дні тому

      exactly! it's gonna be a lot more difficult to start planning in your 40s than in your 20s.

  • @sammyday3341
    @sammyday3341 24 дні тому +2

    If you have children, start a college savings ASAP. I started when our daughter was a toddler and it paid for her BA and MS. Buy a good car and take care of it. It will last over a decade, easily. And don’t fall into the trap of constantly being in debt because of a vehicle.

    • @AlexiosSideris
      @AlexiosSideris 10 днів тому

      Do it before. I'm 21. Single, no kids. I have a fund for my unborn kids.

  • @oopsyung
    @oopsyung 27 днів тому +2

    My 8yr old son should start retirement planning in this era…

  • @gabevilla8578
    @gabevilla8578 7 днів тому +1

    1:50 terrible decision. She forked over 400k to stay in house. She could have pocketed and rented for the “kids”

  • @touher6071
    @touher6071 Місяць тому +15

    Problem with american education is it fails to teach kids how to budget and invest. Warren Buffet said it best, " compound interest is the 7th wonders of the world".

    • @marie2511
      @marie2511 Місяць тому

      This is a MAJOR problem in America for sure!

    • @austins7321
      @austins7321 Місяць тому

      That's not a problem. Budgeting is an individual responsibility and you can't invest in anything until you are an adult, meaning after you graduate high school and not everyone cares about investing.

  • @NHJDT
    @NHJDT 28 днів тому +2

    I started investing at 18. I'm 50 now and I'm so glad i invested early. I travel full-time with my husband and three highschoolers while homeschooling. I set up roth iras for my kids years ago and continuously teach them about how the economy and money works. Ive taught them fire principles and know as teens, any money that comes in they save 80% and once they work full-time and have bills, to keep it to at least 50%. They're so sweet. The told me when im old, the will give me money. I told them i have plenty of money. I just need them to stay out of debt and trouble

  • @BigGuyIn_aLittleBoat
    @BigGuyIn_aLittleBoat 9 днів тому +1

    Americans in their 20’s should focus on it

  • @foreveranuj
    @foreveranuj 28 днів тому +2

    Saving for Retirement should start at 21, and Finance 101 should be a MANDATORY subject in Middle & High School curriculum - so folks know what they're getting into BEFORE getting a College Loan.

    • @ehderguyyashootadeerorno2313
      @ehderguyyashootadeerorno2313 27 днів тому +1

      Right and parents should help. Don't let your kid go for something that doesn't have a ROI, and do not let them bury themselves in debt. Student loans should not be used for Starbucks and designer cloths to end up with a degree you can not pay back.

  • @donnavannostrand2378
    @donnavannostrand2378 Місяць тому +7

    I'm 63 and it is too late for me. I will work until I die.

    • @drumdevilbd
      @drumdevilbd Місяць тому +1

      buy bitcoin. there's still time

    • @donnavannostrand4139
      @donnavannostrand4139 Місяць тому +4

      ​@@drumdevilbdAbsolutely not

    • @drumdevilbd
      @drumdevilbd Місяць тому

      @@donnavannostrand4139 idk your specific situation. But bitcoin has gone up 60% a year on average.
      That's means if you put $1,000 in now, and added $500 a month, you could retire before age 70, and have about 50k a year to live on til you're 90. Idk about you, but that sounds a lot better than working til you die.

    • @drumdevilbd
      @drumdevilbd Місяць тому

      @@donnavannostrand4139 why? I just plugged some numbers in. If you started putting $500/ a month in now, you could retire by age 70, and have 50k to live on til ur 90. That sounds a lot better than the alternative!

    • @ehderguyyashootadeerorno2313
      @ehderguyyashootadeerorno2313 27 днів тому +2

      @@drumdevilbd Bad advice.

  • @ddellwo
    @ddellwo Місяць тому +5

    The first thing I did my first “real” job out of college is sign up for that 401(k) program! Took a LONG time to feel like I was making any progress, but I kept with it through good times and bad! Now, having just turned 60 I am glad I did - another couple of years and the boss gets his upraised middle finger………🥳

  • @natejess-personalfinancetr2861
    @natejess-personalfinancetr2861 29 днів тому +2

    We have a retirement system designed for people who are married to stay married and retire together and share expenses its not designed for one person to go it alone we are starting to see the consequences of that. Be prepared for getting a roommate or cohabitation in the future you are not going to get what your parents and grandparents had.

    • @angelasmith1112
      @angelasmith1112 29 днів тому

      How about get married and have a family as God intended?

    • @dm17nc17
      @dm17nc17 28 днів тому +1

      exactly, single living will be a luxury for the median person. This lady is gonna be broke, you are running a non profit, you need to make a profit if you don't want to be broke at 65 lady.

  • @stoundingresults
    @stoundingresults Місяць тому +10

    You don't have to retire, if you don't stay busy and social you deteriorate in mental and physical form. I Know of 60 year old hispanic landscapers stronger than me

    • @alexandriabrown1388
      @alexandriabrown1388 Місяць тому +3

      In your later years, you should work because you want to, not because you haven’t saved for retirement.

  • @ehderguyyashootadeerorno2313
    @ehderguyyashootadeerorno2313 27 днів тому +2

    Too far away is the best time to start. To have a million at 65 you need to save based on a 8% return. Starting at 18 save $175 per month. Starting at 25 save $300 per month. Starting at 35 save $700 per month. Starting at 45 save $1,700 per month. Starting at 50 save $3,000 per month. Starting at 55 save $5,500 per month (ouch). Starting at 60 save $14,000 per month. Never ever ever ever touch it. Take the employer match 100%.

  • @markm3477
    @markm3477 21 день тому +2

    See thats the irony....50% of marriages in in divorce. Thats not a bet i'm willing to take.

  • @cosmiceyes
    @cosmiceyes 27 днів тому +1

    Dude, we cant even afford kids, not even houses. Retirement is not an option with low wages and high rent due monthly

  • @happylife7542
    @happylife7542 Місяць тому +3

    All I can say is to start early. Compound interest is our best friend. As a 43 year/ husband 46. We started to invest when we started our first grown up jobs right after college. Granted luck maybe on our side, consistency is the key, no matter what the market is doing. Believe me anyone can do it. Little bit at a time, don’t stop and won’t stop.

  • @tdolz
    @tdolz Місяць тому +5

    S&P 500 index fund

  • @KaLee-ml1ks
    @KaLee-ml1ks 28 днів тому +12

    There is no retirement in America there is only survival!

    • @ehderguyyashootadeerorno2313
      @ehderguyyashootadeerorno2313 27 днів тому +1

      My parents, grand parents, in-laws all had successful retirements. I'm 38 and on track to have a very successful retirement. It is possible to retire if you put an effort into it. The reason why American's cant retire is because of their high car payments $750 average payment so they can sit in the Starbucks line. You should put more in your 401k than your car payment is. Your car payment should never exceed your credit score number. Number 2 reason for 401k loans is vacation. I know this all seems crazy but it is reality.

  • @diane.moore-
    @diane.moore- 25 днів тому +4

    I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my inherited portfolio of about $2.5m. I’m used to just buying and holding assets which doesn’t seem applicable to the current rollercoaster market plus inflation is catching up with my portfolio. I’m really worried about survival after retirement.

    • @mikegarvey17
      @mikegarvey17 25 днів тому +4

      True, I mostly just buy and hold stocks, but my portfolio has been mostly in the red for quite awhile now. Unfortunately to be able to make good gains, you’ll need to be consistent and restructure your portfolio frequently.

    • @mariaguerrero08
      @mariaguerrero08 25 днів тому +3

      This is precisely why I like having a portfolio coach guide my day-to-day market decisions: with their extensive knowledge of going long and short at the same time, using risk for its asymmetrical upside and laying it off as a hedge against the inevitable downward turns, their skillset makes it nearly impossible for them to underperform. I've been utilizing a portfolio coach for more than two years, and I've made over $800,000.

    • @ThomasChai05
      @ThomasChai05 25 днів тому +3

      @@mariaguerrero08Mind if I ask you to recommend this particular coach you using their service?

    • @mariaguerrero08
      @mariaguerrero08 25 днів тому +2

      Credits goes to " Izella Anette Anderson " one of the finest portfolio managers in the field. She's widely recognized; you should take a look at her work.

    • @Grace.milburn
      @Grace.milburn 25 днів тому +1

      I just looked her up on the web and I would say she really has an impressive background in investing. I will write her an email shortly.

  • @jeffelstone
    @jeffelstone 28 днів тому +1

    Uhhh... 60-80% of Americans live paycheck to paycheck. Saving for retirement is a LUXURY.

  • @AlexZ-lc6nl
    @AlexZ-lc6nl 2 дні тому

    I started focusing on my 20’s after I became financially literate and realized I didn’t want to be another cog in the wheel forever…..never to early.

  • @elliottharris9015
    @elliottharris9015 Місяць тому +7

    It's hard for people to plan for retirement, because they live paycheck to paycheck, and are too busy living for today.

  • @ibiro868
    @ibiro868 5 днів тому +2

    Interview the husband. He’s probably worse off after she ruined his finances

    • @amyomeara2515
      @amyomeara2515 3 дні тому

      Data doesn’t support this hypothesis. Women typically fare worse financially after divorce than men.

  • @scottmcconnell1254
    @scottmcconnell1254 Місяць тому +3

    I mean did she really need that house?? She was better off downsizing to condo or rental for afew yrs and not takeout of her 401k

    • @SurpriseMeJT
      @SurpriseMeJT Місяць тому

      I knew a divorced woman with two young kids who did the same - she took from her 401k to pay for.a new house. She was really promiscuous too. Divorce laws already favor women - she's probably getting money from her husband to take care of her daughter in that house too. Video's like these are so biased.

    • @janesnewworld1236
      @janesnewworld1236 29 днів тому

      The kids you worried about said mmm may next door …

  • @Tehui1974
    @Tehui1974 14 днів тому +2

    Where is this lady from? Her accent sounds a bit mixed but I'm trying to figure it out.

  • @mitchellquartero
    @mitchellquartero Місяць тому +2

    I’m doing that but don’t plan on retiring in my 70s 80s or even 90s

  • @tross549
    @tross549 Місяць тому +2

    People in their 20s need to focus on investing, and not spending on cars, vacations, Botox, Lululemon, crazy weddings….then they won’t be these broke 40 years olds…I’m 34 and worth $1.2m because I live below my means, wild concept right?!😂

  • @Lone_Wolf1022
    @Lone_Wolf1022 14 днів тому

    Best thing my parents did was open a Roth IRA for me right before I went into the Military. Retired at 44. Now I have that added buffer for later in life. Planning is key. You have to have the disicipline and forsight to follow it through.

  • @FadeToBlackLLC
    @FadeToBlackLLC 11 днів тому

    So many people are living check to check when they have leverage themselves so deep. Bigger homes, more expensive cars and they are one check away from ruin.
    I definitely understand the divorce part having gone through it myself a few years back but I’m not going to eat Ramen so my kids can have a great life and I can’t survive. They just have to understand that things have changed we need to readjust the rest of our lives.
    Parents aren’t obligated to pay for our kids college. Maybe they can work and go to tech school and get a job and go to college later.
    We all have to make some changes.

  • @SonyaTheSidePieceCrumbSnatcher
    @SonyaTheSidePieceCrumbSnatcher 29 днів тому +3

    Hahahahahahahahahahahahhahahahahahaha? The retirement money that will be wiped out as soon as they get sick because we have no Universal Healthcare. Hahahhahahahahahhaha.

  • @harrychu650
    @harrychu650 29 днів тому +2

    The vast majority of "workers" will be pushed out of their careers in their early 50s. You can do everything right, it won't matter. So most of us need to plan for exiting the most profitable stage of our lives at that time.
    They will never tell you this. 😂

    • @pubmeatman
      @pubmeatman 4 дні тому +1

      I was forced out of my job of 34 years at age 58. It was a physically demanding job. Good pay. They had a way of “encouraging” early retirement without breaking the law. It was very rare for anyone besides upper management make it to 60 on the job. Fortunately my company had an outstanding profit sharing program. And I was always a saver. Retired a multi millionaire. Life is good.

  • @lauramoore8670
    @lauramoore8670 27 днів тому +1

    Americans in PRESCHOOL need to focus on retirement planning!!

  • @connor_flanigan
    @connor_flanigan Місяць тому +1

    another problem people "experiencing homelessness" don't have to worry about because they don't have a job to "retire" from

  • @wshutson0304
    @wshutson0304 28 днів тому +2

    Retirement?!? 😂😂😂😂😂😂😂😂😂

  • @billhinshillwood2670
    @billhinshillwood2670 18 днів тому

    My grandfather worked well into his 80s. But he found a job that he enjoyed. And I know folks who retired in their 60s and 70s who are bored out of their mind, and spend all their time reading about conspiracy theories online. As long as I am healthy I plan to follow some version of my grandfathers plan to stay active and mentally/socially engaged.

  • @dukefan37923
    @dukefan37923 8 днів тому

    Just my 2 cents, but folks would have a lot easier road to saving for retirement if the federal government wasn't bleeding them dry. Not to mention the self-inflicted inflation. But, if you have kids I don't think it's a bad idea to let your children know that they are going to be responsible for at least some of their education cost. Just my 2 cents, I don't think a college education is worth what it was 20 years ago - especially with the ridiculous cost of tuition now. I say this as someone with a college degree, too. I think the trades are a much better avenue. There is such a shortage of tradespeople that a lot of companies will offer to pay for your training and sometimes pay a small salary while you train. You usually have work for them for 3 - 5 years afterwards...but how great is having a high demand, high paying job with no tuition debt? That's the way I'd go now if I were 18.

  • @paulbroderick8438
    @paulbroderick8438 Місяць тому +1

    Let her children find a trade! All this college or nothing is total BS!

  • @AKAAAK
    @AKAAAK Місяць тому +1

    They're too busy focusing on housing, food, and insurances with prices as they are.

    • @JB-pl1iu
      @JB-pl1iu 11 днів тому

      And they won't be going down any time soon.

  • @RyansuBike
    @RyansuBike Місяць тому

    As a 60 year old I will say save early and often, if you haven't already started in your 40s, get busy. I had some tough times in my 40s and 50s but should have made some sacrifices to regularly contribute even small regular amounts.

  • @Toogoodtobetrue458
    @Toogoodtobetrue458 29 днів тому +1

    you need to think about retirement when you get your first job out of school. Don’t wait.

  • @beaniemac
    @beaniemac 25 днів тому

    This sounds easy in theory, but a lot of people cannot afford to defer a sizeable portion of their paycheck to retirement. A lot of people work jobs that don't offer a retirement plan as well

  • @schawnettarobinson8584
    @schawnettarobinson8584 Місяць тому +1

    My retirement is looking nonexistent. It is very challenging.

    • @tewksburydriver8624
      @tewksburydriver8624 Місяць тому

      Don't think that. You can do this. Start today though, not next week or next month, today. Open up a Roth IRA and invest in index funds. Set up regular automatic contributions and never stop.

    • @schawnettarobinson8584
      @schawnettarobinson8584 Місяць тому +1

      @ Thanks for your advice. Currently, I’m going through a financial crisis without a job.

    • @tewksburydriver8624
      @tewksburydriver8624 Місяць тому

      @@schawnettarobinson8584 .. ok that’s a bit different. I understand that can happen. Don’t give up though, formulate a plan and don’t quit until it works out. Nothing easy is worthwhile.

  • @Blubbha
    @Blubbha Місяць тому +1

    Build my exit plan with 50-55 at 35.
    It brings a lot of joy to have that defined.

    • @edhcb9359
      @edhcb9359 Місяць тому +3

      Agree. My sister likes to say to me “what if you die before you can spend all that money” to which I try to explain to her the joy I get every day simply from knowing I’m financially secure and don’t have to worry.

    • @Blubbha
      @Blubbha Місяць тому +2

      @edhcb9359 tell your sister that the probability you will become old is way higher than actual die young.

    • @cutehumor
      @cutehumor Місяць тому +2

      I did the same. I'm 47 and will retire using the IRS rule of 55. I"ll retire in 1/2032. 7 years and 1 month away!

  • @aldomoreno3244
    @aldomoreno3244 2 дні тому

    Retirement in 2025 for the common worker is an illusion. It won't happen, there's not enough money left after bills. Unless you own your own business, have multiple jobs, or earn a very high income with 1 job, your more than likely not going to be able to retire. Most of us will have to work up until the day we die.

  • @samuelwilliams7331
    @samuelwilliams7331 11 днів тому

    Start investing in your teens and 20s to build the habit for when you make good money. Parents should be starting custodial accounts for their children. Starting a 40+ with children is a recipe for failure.

  • @reedlarsen5441
    @reedlarsen5441 Місяць тому +1

    Don’t listen to the economist named Teresa. You’re not destined to do worse than your parents or grandparents.
    You can build up your retirement fund. Sacrifice now. Save frequently now. If that means you have to work a side hustle, do. But Teresa was a negative Nancy in this piece. Don’t listen to losers.

  • @lou7139
    @lou7139 28 днів тому

    I feel so warm and cozy knowing all the money I lawfully and responsibly paid in taxes for Social Security will never be returned to me and basically stolen by corrupt politicians and a completely inept and financially irresponsible federal government. Such a beautiful and benevolent Government, am I right? Why on earth would anyone want to dismantle it? RIGHT?!

  • @Mary-tj5qx
    @Mary-tj5qx 24 дні тому

    And yet she’s driving an expensive car. She’s overestimating how long she has to fix this. One you hit 50, you are in a whole different realm employment-wise. I would not want to be not prepared by that age.

  • @michaelacabu
    @michaelacabu Місяць тому

    On the other hand, any medical crisis in your life, and you could easily go bankrupt...medical debt is the leading cause of bankruptcy. You will never save enough to pay cancer bills...if you get cancer you may survive but may well be financially ruined the rest of your life (medical debt, loss of income as you don't have any protections to keep your income). May as well enjoy life when you can.

  • @TripSoul10
    @TripSoul10 Місяць тому

    I soon enter the 40s and have been getting the retirement accounts planned out to be on track or better based on my income and future. The year I am 40, be nice to have $250K among accounts although it will be a stretch to get there.

  • @jessechen627
    @jessechen627 6 днів тому +3

    I’m learning Spanish now to communicate with my future long term caregivers.

  • @Eveningbreeze721
    @Eveningbreeze721 28 днів тому

    40's are too late to focus in it imo. But imagine what those in their 20's and 30's can do with the way rents and new mortgages, child care, etc are like?

  • @hrw3mom103
    @hrw3mom103 29 днів тому

    We’re not doing worse than my parents and grandparents! We are blowing them out of the water! Part of that is due to a healthy military pension and far more education. We are the first generation to graduate from college. Then we continued on and received masters degrees. We learned about financial education and made better choices early on. I expect my kids to far surpass my husband and I financially too. They are starting a place of privilege.

  • @gvanys
    @gvanys 5 днів тому

    40 what are these people smoking on. I started on my late 20's now we have nearly a million dollars net worth. I just turned 40 and my wife is 38.

  • @V.stones
    @V.stones 28 днів тому +5

    Great video, one that folks really need to watch. I' m 50, retired a while at 45. 1 have 35% of my capital invstments in an IRA. 25% in index funds, and the balance spread across other investment accts. in cumulative of over $ 5M. I receive income from my rental properties too. Zero debt and all is going accordingly. My financial consultant has been patient and has done a wonderful job for me throughout the years.

    • @V.stones
      @V.stones 28 днів тому +3

      Retirement is now more difficult than it was in the past. it's all about balancing your risk tolerance with your long-term goals. Maybe consider speaking to an advisor to help in diversifying your portfolio to spread out the risk.

    • @camela8445Mar
      @camela8445Mar 28 днів тому +3

      Financial planning and retirement strategies are crucial, especially in today's economic climate. With global economic fluctuations and uncertainties, it's essential to have a solid plan in place to protect your financial future.

    • @camela8445Mar
      @camela8445Mar 28 днів тому +3

      It's crucial for individuals to diversify their portfolios, seek professional financial advice, and stay informed about market trends to navigate these challenges effectively.

    • @Sanchyfab
      @Sanchyfab 28 днів тому +4

      Please could you guide me on how to get in touch with your advisor? My funds are being eroded by inflation and I seek a more lucrative investment strategy to effectively utilize before I consider retirement

    • @Sanchyfab
      @Sanchyfab 28 днів тому +3

      I just turned 44 and awfully late to investing with barely any portfolio except my 401k, I have a decent amount of cash saved up and with inflation currently soaring AGAIN, I'm getting worried about retirement, my intention is to retire at
      How best do l maximize my savings of over $220k

  • @seph4667
    @seph4667 25 днів тому

    Retirement planning should begin at conception. Ignore the advice of others who fall short of this counsel.

  • @autumnislovely
    @autumnislovely 28 днів тому

    I started contributing at 25 and I’m honestly worried that I won’t have enough for retirement. 😭 Low income for a household of 1 in my county is currently $84k. I still have almost 3 decades left til retirement…

    • @ibfbf6288
      @ibfbf6288 2 дні тому

      What is your county?

  • @TheMillennialWealthBuilder
    @TheMillennialWealthBuilder 28 днів тому

    I’ve been planning for retirement since I was 16 years old