Retirement Planning In Your 40's AND 50's! 😎

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  • Опубліковано 11 лип 2024
  • In this video, we tackle retirement planning for people in their 40s and 50s. We'll cover catching up on savings, maximizing employer contributions, Tax-efficiency today, tax planning for tomorrow, and creating a realistic retirement budget to achieve your goals! You'll walk away with actionable steps to secure your dream retirement lifestyle.
    0:00 - 1:09 Retirement Planning 101
    1:10 - 1:52 Retirement planning 102 overview
    1:53 - 4:08 The importance of asset location
    4:09 - 5:19 Tax planning & tax efficiency for today!
    5:20 - 7:37 Tax planning & tax efficiency for the future! Be tactical with Roth conversions
    7:38 - 10:15 Savings goals for retirement!
    10:16 - 11:15 Should I break down this topic a little deeper individually? 🤔
    Jazz Wealth Managers helps individuals and families achieve financial security through retirement planning and investing strategies. Our videos offer guidance on navigating Roth IRAs, 401ks, IRAs, Social Security, and more! Whether you're approaching retirement or just getting started, learn how to make informed financial decisions for a prosperous future! Subscribe for more!
    #retirement #retirementplanning #dohstr8
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КОМЕНТАРІ • 38

  • @Jazzwealth
    @Jazzwealth  2 місяці тому +4

    Thanks for watching! I hope you got something out of today's rant. I'm thinking about diving a little deeper into these topics individually. If you'd like to see those videos let me know below! Have other topics you want covered? Let me know!

  • @EleanorMabel
    @EleanorMabel 15 днів тому +96

    I'm 54 and my wife and I are VERY worried about our future, gas and food prices rising daily. We have had our savings dwindle with the cost of living into the stratosphere, and we are finding it impossible to replace them. We can get by, but can't seem to get ahead. My condolences to anyone retiring in this crisis, 30 years nonstop just for a crooked system to take all you worked for.

    • @Elliot-Ivan
      @Elliot-Ivan 15 днів тому

      I feel your pain mate, as a fellow retiree, I’d suggest you look into passive index fund investing and learn some more. For me, I had my share of ups and downs when I first started looking for a consistent passive income so I hired an expert advisor for aid, and following her advice, I poured $30k in value stocks and digital assets, Up to 200k so far and pretty sure I'm ready for whatever comes.

    • @EleanorMabel
      @EleanorMabel 15 днів тому

      @@Elliot-Ivan That's actually quite impressive, I could use some Info on your FA, I am looking to make a change on my finances this year as well

    • @EleanorMabel
      @EleanorMabel 15 днів тому

      @@Elliot-Ivan That's actually quite impressive, I could use some Info on your FA, I am looking to make a change on my finances this year as well

    • @Elliot-Ivan
      @Elliot-Ivan 15 днів тому

      @@EleanorMabel My advisor is Victoria Carmen Santaella;

    • @Elliot-Ivan
      @Elliot-Ivan 15 днів тому

      You can look her up online

  • @christinad1651
    @christinad1651 2 місяці тому

    Thank you. Keep this type of teaching coming.

  • @ScottBehrends319
    @ScottBehrends319 2 місяці тому +1

    Solid video! Would love deeper dives.

    • @Jazzwealth
      @Jazzwealth  2 місяці тому

      I'll give it a shot! Thanks for watching!

  • @robertmurray1759
    @robertmurray1759 2 місяці тому

    Yea Dustin Thx!!! Would love more 50s 102ideas. Really liked the location of assets bc made me think a out funneling toward Roth 401k for my kids potential benefit

    • @Jazzwealth
      @Jazzwealth  2 місяці тому

      Thanks for watching and love the thinking! I'll see if I can get something more geared for 50s for a video here soon!

  • @mars_lpv4697
    @mars_lpv4697 2 місяці тому

    Loved it. More of this!

  • @christinad1651
    @christinad1651 2 місяці тому

    Great info. Would like to see case studies as well. Thanks.

  • @OffgridApartment
    @OffgridApartment 2 місяці тому +3

    Fantastic video. Would be interested in hearing more specific. Maybe case studies to highlight differences.

    • @Jazzwealth
      @Jazzwealth  2 місяці тому

      Thanks! We can go through some sample plans soon!

  • @allymccaslin9115
    @allymccaslin9115 2 місяці тому +1

    More please!🤗

  • @stephenjones2873
    @stephenjones2873 2 місяці тому +1

    The more the better.

  • @eddieslittlestack7919
    @eddieslittlestack7919 2 місяці тому

    PLEASE go deeper than this 102 introduction.

    • @Jazzwealth
      @Jazzwealth  2 місяці тому

      I think I can do that! 🫡

  • @brucesmith6868
    @brucesmith6868 2 місяці тому +1

    Thank you Dustin really great info !!

  • @ronb493
    @ronb493 2 місяці тому

    Absolutely. Please keep them coming.

  • @RVCrazy
    @RVCrazy 2 місяці тому

    Okay I clicked because of the hand, had to see if you just edited the image for clicks but then I had to check and see your transparent fees. Half of what we’re paying currently. I’m guessing that we don’t want to change anything with our financial accounts till after we buy a house as we’re searching soon and may have to dip into our investments depending on what I find. Am I thinking correct in that?

    • @Jazzwealth
      @Jazzwealth  2 місяці тому

      The hand can certainly be 'eye catching'. Glad you clicked! It sounds like you certainly don't want to make any massive changes before buying a house and I would think most financial advisors wouldn't do that to you. If you'd like, you can schedule a call from our website and see if we're a good fit for you in the future!

  • @bigsean6904
    @bigsean6904 2 місяці тому

    More More More Please!!!!!!

    • @Jazzwealth
      @Jazzwealth  2 місяці тому

      Ha! Got it and will do! 😃

  • @Holmart524
    @Holmart524 2 місяці тому

    When is retirement planning 103

    • @Jazzwealth
      @Jazzwealth  2 місяці тому +1

      Oh boy.. let me see what I can put together 😅

  • @manuvns
    @manuvns 2 місяці тому

    How should I invest my money when my retirement is secured and I have12 more years of work ahead of me

    • @teddyruxpin7876
      @teddyruxpin7876 23 дні тому +1

      I would just do the match. I'm in the same boat, but 17 years to go.