In this Video Ryan is going over a case that sees Tom and Jane at 60 and 62 with a million dollars that can’t afford to retire.
Their goals are to not work, travel, have an active lifestyle, have less stress, and have peace of mind.
They are worried about running out of money, investment losses, and stock market risk. They don’t know how long our money will last. They would like to have our current financial plan tested to see what the long-term probability of success is.
They need help with investments and how to turn out nest egg into income. They need to know if we have enough to retire.
Retirement is a significant milestone in life, and achieving financial comfort in retirement is crucial. But with the cost of living continually increasing, it can be challenging to determine how much money is needed to achieve financial comfort in retirement.
The key to achieving financial comfort in retirement is proper financial planning. In this video, we’ll explore the factors that contribute to financial comfort in retirement, including savings goals, budgeting, and investment strategies.
We’ll also discuss the importance of determining your ideal retirement lifestyle and how it can affect your financial planning. By the end of this video you’ll have a better understanding of what it takes to achieve financial comfort in retirement and how to plan for it.
Our Channel “ ON THE MONEY“, is powered by Allied Wealth, Houston’s premier wealth management and financial planning firm. On the Money brings viewers educational, topic-driven, and real-life financial scenarios every week.
Topics we will be covering are Retirement and Financial Planning, Investment Selection, Retirement Income Planning, Taxes and Taxation during Retirement, Healthcare, Long Term Care, Legacy and Estate Planning, in addition to important Market and Economic changes impacting Retirement.
Allied Wealth is fully dedicated to your financial future, financial security and retirement.
With Allied Wealth, you will spend less time worrying and more time enjoying the life you’ve earned