Ready To Retire Early? Run This Test to Find Out When You Can

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  • Опубліковано 20 гру 2024

КОМЕНТАРІ • 41

  • @Riggsnic_co
    @Riggsnic_co Місяць тому +100

    Am 58 retiring next year but the thought of retirement gives me weakness. My apologies to everyone who have retired and filing social security during this time after putting in all those years of work just to lose everything to a problem you never imagined to happen. It’s so difficult for people who are retired and have no savings or loved ones to fall back on.

    • @kevinmarten
      @kevinmarten Місяць тому +4

      True, It has never been easier to understand how to build your money after retirement than it is right now with the inflation, when you may study and experience a completely variegated market passively by employing a successful portfolio-advisor. The impacts of the U.S. dollar's gain or fall on investments, in my opinion, are complex.

    • @Jamessmith-12
      @Jamessmith-12 Місяць тому +3

      Even if you’re not skilled, it is still possible to hire one. I was a project manager and my personal portfolio of approximately $850k of my retirement pension took a big hit in April due to the crash. I quickly got in touch with a financial-planner that devised a defensive strategy to protect my funds and make profit from my portfolio this red season. I’ve made over $250k since then.

    • @JacquelinePerrira
      @JacquelinePerrira Місяць тому +3

      How can I reach this adviser of yours? because I'm seeking for a more effective investment approach on my savings

    • @Jamessmith-12
      @Jamessmith-12 Місяць тому +3

      There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’ Carol Vivian Constable” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.

    • @JacquelinePerrira
      @JacquelinePerrira Місяць тому +1

      She appears to be well-educated and well-read. I ran a Google search on her name and came across her website; thank you for sharing.

  • @georgeearling905
    @georgeearling905 Місяць тому +79

    Retirement can be a bit overwhelming to plan for because it’s not just about saving money, but also understanding how to manage that money once you stop working. The idea of retirement isn’t the same for everyone; it depends a lot on when you retire, how much you’ve saved, and the lifestyle you want.

    • @AlbertHenry-e9w
      @AlbertHenry-e9w Місяць тому

      Exactly! And one thing that people often overlook is healthcare costs. Medicare kicks in at age 65, but it doesn’t cover everything, so people need to plan for supplemental insurance or out-of-pocket expenses. That can be a big chunk of your retirement budget.

    • @PaulWard-nr5rj
      @PaulWard-nr5rj Місяць тому +2

      Right, and there’s also the social aspect. Retirement isn’t just about having enough money-it’s about how you’ll spend your time. A lot of people struggle with loneliness or feeling a loss of purpose. Staying active, having hobbies, or volunteering can help keep that balance.

    • @KatelynnCox-qb5er
      @KatelynnCox-qb5er Місяць тому

      I’ve also noticed that many people underestimate how long they’ll live in retirement. With advances in healthcare, it’s common to spend 20-30 years in retirement. So, those early years of saving really do matter for your long-term security.

    • @NathalieTremblay-q4r
      @NathalieTremblay-q4r Місяць тому

      Yeah, longevity risk is huge. You might think you have enough saved up, but if you live longer than expected, it could run out. That’s why having a good mix of savings, investments, and maybe even some annuities can be important for ensuring steady income.

    • @HaroldSimmons-mf3ep
      @HaroldSimmons-mf3ep Місяць тому

      It’s also worth mentioning that retirement isn’t an all-or-nothing thing for everyone. Some people choose to work part-time or start a small business in their retirement years, which can help stretch savings while still maintaining a level of engagement with the workforce.

  • @ShellyHuerta
    @ShellyHuerta Місяць тому +72

    As an investing enthusiast, I've kept aside a good sum of capital to invest for financial independence and early retirement, but my concern right now is the market rally being propaganda. Is this a good time to buy stocks, or do I wait for the crash?

    • @LucaMurgia-j7b
      @LucaMurgia-j7b Місяць тому

      The stock market can appear as a bewildering cauldron of fake news for new investors. I would advise using a CFP, giving him/her 2/3, and then investing the 1/3 on your own, but only if you have time to track stocks and educate yourself.

    • @DereksJosephs
      @DereksJosephs Місяць тому

      @@LucaMurgia-j7b First two years, I lost money until I got my sea legs. My portfolio is well-matched by a certified financial planner for every season of the market, and just recently hit 7 figures after 5 years of subsequent investments. I'm retired and never leaving the market.

    • @ShellyHuerta
      @ShellyHuerta Місяць тому

      @@DereksJosephs Congrats! The market to me is like a lucrative chess game, incredibly difficult to outperform, it's all about understanding how the world moves, its history, and psychology... mind disclosing info about your CFP? I'm quite curious.

    • @DereksJosephs
      @DereksJosephs Місяць тому

      @@ShellyHuerta The beauty of MARGARET MOLLI ALVEY approach is her dual focus: while aggressively pursuing profit opportunities, she's equally tenacious about shielding investors from potential pitfalls. It's a balance few can achieve.

    • @ShellyHuerta
      @ShellyHuerta Місяць тому

      @@DereksJosephs I feel thrilled about this, curiously inputted MARGARET MOLLI ALVEY on the web, and spotted her consulting page ranked top. I've seen commentaries about advisors but not one looks this phenomenal.

  • @ArthurNelson-g3j
    @ArthurNelson-g3j Місяць тому +53

    The increasing prices have impacted my plan to retire at 62, work part-time, and save for the future. I'm concerned about whether those who navigated the 2008 financial crisis had an easier time than I am currently experiencing. The combination of stock market volatility and a decrease in income is causing anxiety about whether I'll have sufficient funds for retirement.

    • @JakubKrempasky-f7h
      @JakubKrempasky-f7h Місяць тому +2

      Yeah, I'm also closing in on retirement, and I have benefitted much from using a financial advisor. I didn't really start early, so I knew the compound interest of index fund investing would not work for me. Funny how I pulled in more profit than some of my peers who have been investing for many years.

    • @MilenaLis-n1q
      @MilenaLis-n1q Місяць тому +1

      Please, can you leave the info of your investment adviser here? I'm in dire need of one.

    • @JakubKrempasky-f7h
      @JakubKrempasky-f7h Місяць тому +5

      Caroline Suzan Olson is the adviser I use, and I'm just putting this out here because you asked. You can just search the name. You'd find necessary details to work with to set up an appointment.

    • @IvonEoin
      @IvonEoin Місяць тому +3

      Very much appreciated. I just searched Caroline Suzan Olson on the internet, spotted her consulting page ranked top, and was able to schedule a call session. I've seen commentaries about advisors, but not one looks this phenomenal.

    • @JoelBergman-i6x
      @JoelBergman-i6x Місяць тому +2

      It's also worth mentioning that retirement isn't an all-or-nothing thing for everyone. Some people choose to work part-time or start a small business in their retirement years, which can help stretch savings while still maintaining a level of engagement with the workforce.

  • @FrankChouFinance
    @FrankChouFinance Місяць тому +7

    Are you doing a Black Friday deal on the academy?

  • @woodsparker7902
    @woodsparker7902 Місяць тому +1

    The thought of running out of money late in retirement will trigger anxiety. Ending up with many millions may cause regret because of thoughts of should have, could have. The key is finding the right balance that works for you. Thanks, Ari, for continuing to teach the common sense approach to retirement planning!

  • @89unica
    @89unica Місяць тому +2

    Budgeting for taxes for example, this past year we received a 28 % property tax increase, in 24 years our taxes have gone up 500%. How can you ever budget in a world like this?

    • @martywilliard
      @martywilliard Місяць тому

      Property Tax … the bomb I most fear. It NEVER goes away or goes down.

  • @janeschmidt5463
    @janeschmidt5463 Місяць тому

    He can get the point across in 10 words. He uses 1000. It is brutal trying to watch.

    • @YooooouKnowwwww
      @YooooouKnowwwww Місяць тому

      hes making content for the interwebs, I think he does a good job

  • @rolandosouffrain7957
    @rolandosouffrain7957 Місяць тому +8

    You can retire with less than $500k. It's all about how much u spend. STOP spending so much people. Lol. 😂😂🤣

    • @poonekar
      @poonekar Місяць тому +1

      500k would buy me a life of opulence in one of the little towns in India where I grew up, but is nothing in the Bay Area where I live now. Where you live also plays a big part in what your cost of living is. And there are good reasons why places with a higher cost of living are generally more desirable.

  • @josephj7991
    @josephj7991 Місяць тому

    She has $6 Million but its Not in A vault and that is the only source of money? If properly invested, she Can live on interest and Grow that amount to run out of money!

  • @ElisaAvigayil
    @ElisaAvigayil Місяць тому

    Does your Monte Carlo scenario include taking out $1 million to pay ransom in a hostage-taking situation? Because with 7 American hostages still in Gaza for more than 400 days, it's clear the US Government is not going to do anything if one of us is taken hostage, and if you look at what Thailand did, that seems to be the only successful ticket to freedom. I've been planning for this and the problem is most of my money is tied up until I turn 59.5 so I've been looking at alternative scenarios, like borrowing against my house, running a GoFundMe, and using my cash resources.