Smart Retirees Do This With Their Money - Simple and Effective Retirement Planning Strategy
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- Опубліковано 6 сер 2023
- There is a crucial part of retirement that is often overlooked. This simple but effective strategy can have a profound impact on the success of your retirement. Watch this video to get one step closer to achieving your ideal retirement! Dave Zoller, CFP®
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Stary Sky- Simon Grob
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Disclosures: Securities offered through LaSalle St. Securities LLC (LSS), member FINRA/SIPC. Advisory services offered through LaSalle St. Investment Advisors LLC (LSIA), a Registered Investment Advisor. Streamline Financial Services is not affiliated with LSS or LSIA. LSS is affiliated with LSIA.
The happiest retirees I know, at least from a financial standpoint, are those that have a dependable regular source of a good income.
Don't worry about the homeruns, worry about the cash flow. Then enjoy life.
Solid message Dave.
Thank you!
Great video. Retired last year. 59. You confirmed and crystallized my approach. I have a three legged stool in investments. Dividend stock, real estate(2 rentals), cash in savings (5 percent return). I am aware my net worth will go up and down, but really what matters to me most is a stable monthly cash flow. Still working on aligning my spending to the lower income stream, but getting closer every month.
I liked this video because it gives me some perspective to put my plan into.
Dave, have to say you are a very effective communicator. You make a great retirement educator. You speak clearly with a good pace. Everything makes sense.
That means a lot. Thank you!
Very informative video... Thank you.
Thanks, Dave. Love your work!
My pleasure! Many thanks.
Absolutely love this video. I have been shifting my focus this way a bit already. I am still a few years out from retiring so continue walking the line between total return and cash flow. Having a good buffer does wonders for sleeping well at night.
Thank you! You’re on the right track !
Cash flow...makes more sense❤
Excellent video. I appreciate thinking about retirement in a more personal and creative way.
Thanks so much!
Great points!
Thank you very much !
This really hits home. We're at the jumping off point of retirement in 17 months at 55 years old and I have pulled the bulk of our money out of the market due to all the tensions going on in the world. I would like a take on the near retiree and what kind of things they might invest in to start generating a regular monthly cash flow income from their investments while still wanting some risk exposure to grow the money over time while being able to sleep well at night. -Just my 2 cents. Thank you.
In the past few years my current number has fluctuated between 45% and 60% of my final number. Market swings do affect me, even though I know it’s a jagged walk uphill over time.
Newbies need to learn the ropes, know how much risk they can handle and diversify their portfolio. Some folks get help from money experts or do their homework before making investment moves. It's all about being smart with your funds.
Hey Stramline financial , really nice video! I was wondering if I could help you edit your videos and also make a highly engaging Thumbnail which will help your video to reach to a wider audience .
I prefer to think of Retirement in terms of freedom. If I can be financially stable enough at 30 to not require an income, that’s what matters. Whether I retire then is a choice not a sentence
Why would anyone delay SS , only to have more money but less life ?
This video i liked very much and is the basis for my retirement planning not so much the total but what is my income needs in retirement….
That’s great to hear.
😮
Nice Video, I'm interested in investing for retirement, I read a success story of a guy that made a profit of $4.5million in 28months and I'd really appreciate tips on how to reach such figures in a short period of time.
Its quiet interesting how we reject the reality of our situation and expect to be able to observe it, control it and even change it. I used to be financially depressed until I read a book that made me realized that the secret to making a million is making better investments.
$3M to $4M invested for a retired couple used to be enough, but then Biden Inflation (worst in 40 years) and Bidenomics happened, so your client's $5M goal is reasonable. Also, he is really planning for both of them living along time. Planning only for a widow's living expenses is very easy. Life insurance, less net worth required, and good estate planning.
Newbies need to learn the ropes, know how much risk they can handle and diversify their portfolio. Some folks get help from money experts or do their homework before making investment moves. It's all about being smart with your funds.