The Ultimate Retirement Readiness Checklist
Вставка
- Опубліковано 28 тра 2024
- What issues do you need to consider when looking at retirement? There are many pieces and it can often feel overwhelming.
Download the Ultimate Retirement Checklist here:
www.dropbox.com/s/se22gi7arbm...
Learn the tips & strategies to create your secure retirement.
⏰ TIMESTAMPS
00:00 - Introduction
1:25 - Cash Flow
3:01 - Pension Considerations
5:14 - Subsidy Qualifications
7:01 - Long-Term Care Concerns
8:39 - Stock Compensation
11:07 - Retirement Coordination
12:44 - Tax Planning Strategies
14:01 - The Importance of a Strategy
Free Retirement Resources Here: rootfinancialpartners.lpages....
SUBSCRIBE HERE: / @rootfp
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Website // rootfinancialpartners.com/
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Other videos we think you'll like:
Why I Started Root Financial Partners // • Why I Started the Read...
How Would You Feel If You Knew You Could Retire Today? // • Why I Started the Read...
What Makes Our Approach Different? // • Why I Started the Read...
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Regarding health insurance before medicare at 65, consider structuring your income to from various sources to keep your AGI below 400% of federal poverty level. This will allow you to take advantage of the afordable care act subsidies.
I have said it several times....excellent content and delivery. I listen to a LOT of youtube financial planners. You are in a class of your own.
I agree 100 percent, Thomas. He’s the best I’ve seen.
Thank you so much!
Even being 20-30 years away from retirement, this still helps look toward that future
Thanks for another great video James. I hope your channel is still around in 8 or 9 years when I retire!
I plan to be 😄
CAN YOU DO A VIDEO ON WHAT IS THE BEST WAY FOR A SENIOR PERSON TO LEAVE THEIR POSSESSIONS (life insurance, money in the bank, investment, etc) TO THEIR LOVED ONES TO PROTECT THEM FROM PAYING TAXES. Thank you!
Great list!
Hi James. I'm a new subscriber. Your videos are excellent. Appreciate your efforts to post such well-prepared and insightful videos. Well done!
Thank you, Rich!
What a valuable checklist. Thanks! I’ll definitely save it.
Another winning presentation.
Thank you!
ROOT FINANCIAL PARTNERS: Can you do a video for folks in their 20's and 30's? I send videos to young family members, but they just see it as something to be interested in when they are my age. But, I tell them, they need to know WHAT TO DO RIGHT NOW. They need to invest 15% in their company's 401K (403B, TSP) and /or Roth IRA. So many new employees just invest enough to get the match, when they could be investing 15% and not even think about it as that money grows for 30 years. Set it and forget it. Time is everything with compound interest.
Hi Donna, these videos are mostly geared towards people who are preparing for retirement. I have a podcast called "Real Personal Finance" that is more broad and people in their 20s/30s might like it more.
I would love to see a video on anticipating Social Security benefits when part of your career was in private sector paying into SS, and part of it was at a government job that made you pay into a pension instead.
I'll look to do a video like this in the future. Thanks for the feedback.
Great information. Thank you!!
You're welcome!
I want to thank you for doing these videos. They have been extremely valuable for me to understand all the factors involved in a financially secure retirement. They have relieved my stress from my sudden early retirement and now I can live and enjoy my retirement. Thank you. Cheers!
Glad to hear that Brian!
Thank you!
You’re welcome!
Well explained
Great video
Thank you
How comprehensive was that? Great content! Thank you.
When I first saw you, I was like, what’s this kid know about anything?
I. Was. Wrong.
Ha! Thank you!
Great video. I am planning to retire in 2 years. I am in the higher income category so Roth conversion will not be a good choice. Medicare premium will be a major factor in retirement. What can be done to keep the premium down.
Thanks
I'm watching this on youtube but I can't find the link for the checklist - how can I get that?
Great video
Thank you