Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning13 Apr 2022

Retiring in 5 Years or less? 🤔 Listen to this now!

In this podcast I want to talk about what you need to do if you are retiring or contemplating retirement in 5 years or less! Retirement planning is very important especially if you are retiring in the near future. You need to be aware of the pitfalls heading into retirement. Things like stock market volatility, social security claiming benefits, and running our of retirement income are all serious retirement issues that need to be addressed BEFORE heading into retirement. That is what we are going to do today on this retirement planning video!

3 Areas to Consider If You Are Retiring Or Nearing Retirement In 5 Years Or Less:

1. Stock Market Volatility -Stay Invested -Don't Time The Market -Change Your Mindset

2. Look Outside Social Security For Retirement Income -2033 only 75% of Social Security Benefits covered by taxes -Inflation

3. Pay Attention To Your Retirement Investments and Retirement Portfolio -How Much Investment Risk -What about fees? -Rebalance

**Free Retirement Download: The Roadmap to Retirement:** https://yourfinancialekg.com/#download

**To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://calendly.com/pearlwealthgroup/discoverycall **

**Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. Please call me at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.**

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(292)

Can You Retire at 64 With Only $100,000 Saved?

Can You Retire at 64 With Only $100,000 Saved? It may be possible, but the answer depends on far more than your retirement investment balance. Social Security, monthly retirement expenses, debt, taxes...

30 Sep 17min

Can I Still Retire With Inflation This High?

Can you still retire with high inflation, or should you keep working? In this video, Drew Blackston of Pearl Wealth Group explores how rising costs can affect your retirement budget, purchasing power,...

23 Sep 13min

Can You Retire With $250K and $100K? A 5 Minute Retirement Plan

Can You Retire With $250K and $100K? A 5 Minute Retirement Plan **Schedule your complimentary virtual consultation 😊 , click here: https://pearlwealthgroup.com/contact/ or use our calendar link: http...

16 Sep 8min

What Rate of Return Will Make Your Retirement Money Last?

What rate of return do you really need to make your retirement money last? In this video, we compare 4%, 5%, and 6% investment returns to show how each assumption can affect retirement income, portfol...

9 Sep 46min

The 4% Rule Explained: How to Actually Use It in Retirement

How does the 4% rule work, and can it help you create reliable retirement income without running out of money? In this video, we explain how to calculate your first-year retirement withdrawal, adjust ...

2 Sep 10min

60-Year-Old Couple With $500K: Their Biggest Retirement Fear Isn’t Running Out of Money

What if your biggest retirement fear isn’t running out of money?In this retirement video, I walk through the retirement situation of a 60-year-old couple with $500,000 saved for retirement—and the con...

24 Aug 27min

When Should I Claim Social Security Benefits?!? (Full Guide)

When Should I Claim Social Security Benefits?!? (Full Guide) There’s no one-size-fits-all answer. Your claiming decision can impact your monthly income, taxes, survivor benefits, and the amount of mon...

19 Aug 34min

62 With $500K: Should You Claim Social Security Early or Wait?

62 With $500K: Should You Claim Social Security Early or Wait? If you're 62 years old with $500,000 saved for retirement, one of the biggest questions you'll face is:Can I retire now... and should I c...

12 Aug 9min