RETIREMENT PLANNING STEPS YOU NEED TO KNOW 🤓

Learn the 3 steps to a successful retirement plan from your trusted Financial advisor, Dustin. Today we're going to cover three things that are essential for every retirement plan!
0:00 - 0:22 Getting Retirement Ready in 2024
0:23 - 1:09 Calculating your retirement numbers
1:10 - 2:27 What does it mean to be retirement account-specific?
2:28 - 3:32 Be investment specific
3:33 - 4:30 Tax strategies and efficiency
4:31 - 5:02 What are some things you think should be considered for retirement planning?
Jazz Wealth Managers helps individuals and families achieve financial security through retirement planning and investing strategies. Our videos offer actionable guidance on navigating Roth IRA's, 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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[@Jazzwealth]

Thanks for watching! There's obviously a reason I wanted to put this video out ;) You have to know these things if you want to get any meaningful retirement planning accomplished! Let me know your thoughts and what else you think people might be missing!

[@wdeemarwdeemar8739]

Can you do a wine and wealth for Nest Egg? I want to be able to change rate of return and inflation rate and see if I can dip out earlier.

[@Ravenator]

DT always brings fire

[@christinad1651]

Great video. Thanks!

[@brucesmith6868]

Thank you Dustin always great advice!!

[@larryhobbs8769]

Good one

[@funguy1086]

I usually hit my roth max contribution by april. After that, my investments lose value and i cant buy more to average down. All my gains have ended up in my brokerage lol.