When I Show Retirees This Chart, They Spend 40% More

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  • Опубліковано 2 лют 2025

КОМЕНТАРІ • 71

  • @JMRecordz
    @JMRecordz 16 годин тому +21

    Don’t just save for retirement-invest for it. A well-planned portfolio ensures you have something to retire to, not just from."

    • @9101128
      @9101128 16 годин тому +1

      Many new tra-ders face challenges without proper guidance. I found success by learning from James Clark's expertise.

    • @castillorch
      @castillorch 15 годин тому

      James Clark's market insights have consistently led to profitable decisions.

    • @user-kj2iv6xr7s
      @user-kj2iv6xr7s 15 годин тому

      From $37K to $45K that's the minimum range of profit return every week I thinks it's not a bad one for me, now I have enough to pay bills and take care of my family.

    • @Cradlethegrave-n9d
      @Cradlethegrave-n9d 15 годин тому

      Any specific guide. I'm from Georgia how do I go about this? I think I'm interested how can I get in touch with Mr J Clark

    • @Cradlethegrave-n9d
      @Cradlethegrave-n9d 15 годин тому

      HOW CAN I REACH HIM IMMEDIATELY

  • @wonderfully_madeJake
    @wonderfully_madeJake 2 години тому +73

    Thanks to you and your colleagues for posting content like this. Just a couple of years back, I was working 14-hour shifts as a waiter, and I would watch different Finance videos like this non-stop. They gave me confidence and hope that making money was actually possible.
    Now I’ve built a six-figure portfolio and partnered with different foundations aimed at helping the deaf community. Honestly, videos like these were a major reason I’m here today.

    • @devereauxjnr
      @devereauxjnr 2 години тому +2

      How'd you build your portfolio like this? It's been 11 months and I'm barely up 2%. 😭 I need your help and tips...I admit I spend extravagantly though I have created myself a spreadsheet for my finances.

    • @wonderfully_madeJake
      @wonderfully_madeJake 2 години тому +4

      To be honest, I am not good myself, so I can't help with tips. I work with Jonathan Ezekiel Blitz. He's a licensed professional and from a credible firm. You could also look him up and consider working with him if you're interested.

    • @devereauxjnr
      @devereauxjnr 2 години тому +1

      I have heard this F.A's name mentioned a couple of times during IAPd seminars. Thank you very much for your reply.

  • @swtexan6502
    @swtexan6502 День тому +7

    We're a couple of months from retirement at 55- switching from savers to spenders seems very daunting right now.

    • @daviddeavours4909
      @daviddeavours4909 День тому +2

      Same boat here, except a couple of years older. The single biggest reason I haven't pulled the trigger on retirement yet is that mental switch from saving to spending... to say it's daunting is an understatement!!

  • @globalfamily8172
    @globalfamily8172 День тому +8

    Advisors hate when you want to spend your money.

  • @mastabad2
    @mastabad2 День тому +4

    Man… I still can’t get my head around withdrawing 10% of my portfolio in year one! But maybe at age 67 I’d feel differently.

  • @brianmurphysn
    @brianmurphysn День тому +4

    Hi Eric. I’m 50 and trying to maximize my retirement savings before I hit 60, but with the rising cost of living and my retirement accounts not growing as fast as I’d hoped, I’m feeling anxious. I’ve got about $250k in my 401(k), but I’m not sure it’ll be enough.

    • @richolman6800
      @richolman6800 День тому +4

      I completely understand. Many people think that saving for retirement is just about contributing to a 401(k), but there are other strategies you can use to boost your savings and grow your portfolio. With inflation and market fluctuations, it can feel like a constant uphill battle.

    • @ChristianJacquet9
      @ChristianJacquet9 День тому +3

      I’ve been there too. A few years ago, I realized I needed to take a more proactive approach. I started contributing to a Roth IRA on top of my 401(k), and I also diversified my 401(k) investments to include more stable assets like bonds and target-date funds. Since then, my portfolio has been growing steadily, even with market volatility.

    • @sheldongardner3150
      @sheldongardner3150 День тому +1

      @@ChristianJacquet9 That’s reassuring to hear! I’ve only been contributing to my 401(k) and haven't looked much into other retirement accounts. Do you think I should open a Roth IRA or look into other investment options?

    • @ChristianJacquet9
      @ChristianJacquet9 День тому +1

      A Roth IRA could be a great choice, especially if you expect to be in a higher tax bracket during retirement. I also recommend checking out(HSAs) if you’re eligible. They’re often overlooked but can be a great way to save for healthcare expenses tax-free. I’d also suggest speaking with a retirement planner to ensure you're optimizing your strategy for both growth and tax benefits.

    • @ChristianJacquet9
      @ChristianJacquet9 День тому +1

      A Roth IRA could be a great choice, especially if you expect to be in a higher tax bracket during retirement. I also recommend checking out(HSAs) if you’re eligible. They’re often overlooked but can be a great way to save for healthcare expenses tax-free.

  • @lindsaynewell6319
    @lindsaynewell6319 День тому

    One of your best Eric. Videos like this are so important to help retirees overcome the fear that the industry promotes.

  • @angelolamantia
    @angelolamantia День тому +6

    They should take SS now they are both at FRA, why wait until 70 when you have 2mil? They get $70 k in SS a year and take 3-4% of 2 mil 130-150k a year, what idiot told them to go back to work? You could put 1 mil in a divided ETF and your golden for your minimum $100k the rest is gravy if the market goes up on your other million. My entire working life I had to make adjustments to spending, some years you get a big bonus, some years the transmission takes a crap but somehow we all adjust. Why do people think in retirement they have to have exactly the same amount every month or they will starve death? You will adjust like you always have.

    • @CrazyBolas
      @CrazyBolas День тому

      Because the math shows 70 is the best age for taking SS.

    • @scr82566
      @scr82566 21 годину тому +1

      @@CrazyBolas unless you die before 84

  • @scoaste
    @scoaste День тому +3

    I think that income chart & table are a bit misleading since the SWR goes down to just under 5% after social security kicks in after 4 years. That should be the income shown IMO with the nearly 9.5% rate initially being emphasized as the exception.

  • @pensacola321
    @pensacola321 День тому +6

    I enjoy your content and presentation. But in this case I believe you are being too optimistic. Sometimes, things go wrong, really wrong.
    IOW, IMHO, they should spend less. There are too many variables beyond a textbook spreadsheet.
    It does not surprise me that suggesting they take more money just for the sake of spending more money made them uncomfortable.

  • @johnanddebmonson8640
    @johnanddebmonson8640 День тому +2

    Really appreciate this video. And all of your videos. What was the basis for arriving at $191k withdrawal in this video? I too believe our spending is being held back substantially to 111k a year with $2.8 million in our investment portfolio and a home equity of 800k. We are age 60 and have a part-time job for 50,000 a year, as well as a federal pension of $16,000 a year, and of course, Social Security on the horizon. This spending level seems extremely low.

    • @martywilliard
      @martywilliard День тому

      Bravo on your accomplishment ! Rational today for not spending - banks don’t want us spending . FEAR is created! But - Look at the massive bank profits from Q4 2024. It’s mind boggling. This guy is the real deal!

    • @lindsaynewell6319
      @lindsaynewell6319 День тому

      There are a few things to know about the 4% "rule". It's based on a 50/50 stock/bond portfolio. It's the most you can withdraw with increases every year for inflation while guaranteeing that you won't run out of money after 30 years if your retirement happens to coincide with the worst 30 year period in the last 100 years and you don't make any adjustments to spending. It also assumes no other sources of income - it's not how much you can spend, it's how much your portfolio can contribute. Read that 3 times and ask yourself if that seems like a reasonable basis to plan for your retirement. If you build a plan using software such as Boldin (New Retirement) you'll get a much better idea of what you could spend (it's only $10/month).

  • @goodknightjedi
    @goodknightjedi День тому

    Thanks, Eric. I really enjoy your content.

  • @mandypdx
    @mandypdx 2 години тому

    Huge fan, smart investor.
    I did gasp and laugh. I have all those qualifications.

  • @midwestron8576
    @midwestron8576 20 годин тому +1

    They planned on an annual withdrawal of $190,000? Do they have a gambling problem? What in the h_ll are they spending all that money on?

  • @dnk4559
    @dnk4559 День тому +2

    If I had that kind of savings I don’t think I’d want to work until 70. I’d rather spend less and retire a little earlier.

  • @dominic8218
    @dominic8218 День тому

    What was there stock and bond mix?

  • @mapleleafdc
    @mapleleafdc День тому

    Great video as usual. Thank you.

  • @tomm.8892
    @tomm.8892 День тому +4

    Consumer Nation. Fear of spending on NEEDS is not good. Pushing to spend, just to be spending, for us is not necessary to be happy.

  • @METVWETV
    @METVWETV День тому +1

    I watch these videos all day every day....
    How do you justify a
    9.45% rate of withdrawal?!
    I understand that their time horizon may only be 20 or 25 years (though thats a gamble in and of itself to predict death!) But
    The video gave no insight into your plan whatsoever,
    Beyond,
    Join My Seminar!
    Did I miss something??

  • @asghaa
    @asghaa 3 години тому

    Misleading video. They have about 10 years left of living. Also. They saved way too much. Spend all that money at that age on what? They dont have the health to enjoy the money

  • @arickbakken
    @arickbakken 20 годин тому

    5 min in to the video... No chart yet...ugh

  • @globalfamily8172
    @globalfamily8172 День тому +2

    What does end of life care actually do? They certainly don't "care" for you.

    • @METVWETV
      @METVWETV День тому +2

      That's ignorant.
      So long as you're breathing, you have needs and
      If you cannot meet those needs on your own,
      Someone else has to!
      And if you're 88 and your spouse is 84,
      That someone will need to be someone else!

    • @globalfamily8172
      @globalfamily8172 День тому

      @@METVWETV What's ignorant is thinking you'll get decent "care" in a nursing home. My mom somehow is still alive 20 years after dementia started ... AT HOME. Every single individual that went in a home after her is gone. If you need one on one care, you will NOT get it there. I'm really sorry if there are no other options for most people, but heck they are getting 7-10k a month!

    • @METVWETV
      @METVWETV 7 годин тому

      ​@@globalfamily8172
      I agree with everything you said and I sympathize but we still gotta go somewhere.....
      And that costs money

  • @michaeleiseman2708
    @michaeleiseman2708 День тому +1

    Perhaps you shouldn't give this type of lecture with schmutz on your shirt (left shoulder) . This detracts from your professionalism.

    • @METVWETV
      @METVWETV День тому +3

      Leave him be!
      HE CHANGES HIS OWN OIL.....LOL!!!

    • @bobbrands5130
      @bobbrands5130 17 годин тому

      But he has a solved Rubik’s cube on a shelf in the background. Seems like a “wash”.

  • @KateHennes
    @KateHennes День тому

    I am at the beginning of my "investment journey", planning to put 385K into dividend stocks so that I will be making up to 30% annually in dividend returns. any good stock recommendation on great performing stocks or Crypto will be appreciated!!!

    • @JoseLopez-lf9rw
      @JoseLopez-lf9rw День тому

      As a newbie investor, it’s essential for you to have a mentor to keep you accountable. Ruth Ann Tsakonas is my trade analyst, she has guided me to identify key market trends, pinpointed strategic entry points, and provided risk assessments, ensuring my trades decisions align with market dynamics for optimal returns.

    • @DivaHarrison
      @DivaHarrison День тому

      I managed to grow a nest egg of around 120k to over a Million. I'm especially grateful to Adviser Ruth Ann Tsakonas, for her expertise and exposure to different areas of the market.

    • @DivaHarrison
      @DivaHarrison День тому

      Without a doubt! Ruth Ann Tsakonas is a trader who goes above and beyond. she has an exceptional skill for analysing market movements and spotting profitable opportunities. Her strategies are meticulously crafted on thorough research and years of practical experience.

    • @KateHennes
      @KateHennes День тому

      how would you recommend i enter the crypto market? I am also looking at studying some traders and copying their strategy rather than investing myself and losing money emotionally.. What's your take on this approach? and How can i reach her, if you don't mind me asking???

    • @DivaHarrison
      @DivaHarrison День тому

      look up her name on the web for her website.

  • @donnlowel2387
    @donnlowel2387 День тому

    Ok people one thing youre not aware, if you have big money in the bank your pension will be affected. Meaning you will get less pension, or maybe nothing at all.