Which one is best for you? Retirement Planning Investment Strategy Dave Zoller, CFP® ❤️REACH OUT FOR A FREE …
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Today's News for Tomorrow's Brew
Today's News for Tomorrow's Brew
Which one is best for you? Retirement Planning Investment Strategy Dave Zoller, CFP® ❤️REACH OUT FOR A FREE …
source
I am bingeing on your channel and want to share with my husband. What video should I share with him first?
I also sent an intake form to help you determine what would be the best first video to share with him.
Retirement becomes truly fulfilling when you posses two essential elements: ample financial resources and a meaningful purpose in life. Make prudent investment choices to secure goof returns and ensure a comfortable retirement.
I continue to find these videos instructive. They give me more confidence when making a move in retirement investment. Thank you Dave.
If you have NO debts and still have 3 meals per day. YOU HAVE ENOUGH ❤❤❤❤❤❤❤❤
This is an excellent framework, but I'd like to hear more about actual investments (examples of). Thanks!
Always Great Dave! Thanks so much for your videos!
You may need as much as $3.6 million to maintain your current lifestyle due to inflation, which will continue to be impacted by high inflation, lower market returns or value projections, and stagnant wages. Achieving a secure early retirement may be more challenging than ever.
If you have won the game why keep playing? The name of the financial game is retirement is income. I'm retired and as I get older I get more conservative and go more for guarantees. If I am doing well, who cares about "gains"?
I always enjoy your videos, David. Thought provoking.
excellent, there must be at least 10 videos in this!
I wonder what the percentage is, of people who leave millions of dollars on the table in forfeit returns over a 30-40 year retirement vs. the people who go broke because they were too aggressive with a 100% S&P 500 portfolio and a 4% withdrawal rate…
How do you find the minimum rate of return?
Great videos! This channel has some great advice also @PlanningBeforeInvesting
Thanks Dave! Another great educational video!👍🏽
TOTALLY agree with your comments on Risk Tolerance!
Semper Fi 🇺🇸
I enjoy your videos and respect your advice. It would have been helpful to give a few examples of the reduction of risk and corresponding returns. Otherwise you were speaking in general terms. Thank you.
Having been in healthcare 28 years physicians often over promise and under deliver. Docs who don’t give you worse case scenarios are blowing smoke in your tail pipe. But there are lots of patient’s I see who want to live in denial and get gaslit.
Great content as always. I have utilized the free software as much as I can. I really need to step up into the planner plus.
What is involved in a financial plan/strategy? Going over the portfolio?
Great job 👍
I am planning to use SPIA'S to damper sequence of return risk
If a retiree's portfolio is not substantial <$500k, and their withdrawal strategy is 3% to maybe 4%, is tax planning so much of a big issue? When low income is expected, does tax planning become less of a concern?