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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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!
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.
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.
@@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 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 My advisor is Victoria Carmen Santaella;
You can look her up online
Thank you. Keep this type of teaching coming.
Solid video! Would love deeper dives.
I'll give it a shot! Thanks for watching!
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
Thanks for watching and love the thinking! I'll see if I can get something more geared for 50s for a video here soon!
Loved it. More of this!
Thanks! Will do! :)
Great info. Would like to see case studies as well. Thanks.
Thanks! Will do!
Fantastic video. Would be interested in hearing more specific. Maybe case studies to highlight differences.
Thanks! We can go through some sample plans soon!
More please!🤗
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The more the better.
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PLEASE go deeper than this 102 introduction.
I think I can do that! 🫡
Thank you Dustin really great info !!
Thank you Bruce! :)
Absolutely. Please keep them coming.
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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?
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!
More More More Please!!!!!!
Ha! Got it and will do! 😃
When is retirement planning 103
Oh boy.. let me see what I can put together 😅
How should I invest my money when my retirement is secured and I have12 more years of work ahead of me
I would just do the match. I'm in the same boat, but 17 years to go.