5 Easy Steps To Determine If You Can Retire

Рет қаралды 30,094

Жыл бұрын

There are 5 steps we need to take to achieve a successful and secure retirement. I look at it like we’re climbing up a mountain and the peak is that retirement and there are 5 base camps we need to get to in order to make it all the way. You don't want to skip these milestones as you’re on the journey.
Dave Zoller, CFP®
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Пікірлер: 22

@StreamlineFinancial 2 ай бұрын

Request a free planning meeting: streamlineplanning.com/start-here

@Erikkurilla01 Жыл бұрын

Retirement is wonderful if you have two essentials - much to live on and much to live for. Invest wisely and get good returns.

@jpturner171 Жыл бұрын

Another great video… thanks to you Dave and your team! 14 months and counting! Semper Fi!🇺🇸

@jdollar5852 Жыл бұрын

I took our bring-home pay for the 3 years leading up to retirement and used that figure as what I wanted us to draw. We had 2 financial planners and fired one of them when it became apparent that they were more interested in investing than in helping us with our income stream. We kept our local planner and fired the folks at the mega company. I did use the 4% rule as a baseline. We are now in year 3, I'm 61, and my wife is 59, so SS is still in the future. We will analyze things over time and determine the best time for each of us to file SS. Both of our SS payments will be about the same We "do" things. We bought a farm and raise most of our own food. We have a boat and an RV. We fish a lot. We travel when we want. We are both healthy and make it a point to keep as healthy as possible. This retirement is a cool thing!

@patriciamoore3166 Жыл бұрын

Thank you - you always give me food for thought!

@tamib64 Жыл бұрын

Hi! Thanks for all your videos! I would say implementing plans is essential.

@JohnSmith-mi8ov Жыл бұрын

Great video Dave. Wonderful information. Thanks

@walterbazarewski2496 Жыл бұрын

Dave, a great video, thank you. Looking forward to the next video. I have 370 days before we retire!

@user-py7wp6nw9h Жыл бұрын

very good video, as always

@RoseBalerus 3 ай бұрын

This is a really simplified and nice information. Ive been looking for a way to invest and not worry about my investment and ensure a massive turn out. I really wanna enjoy my retirement.

@PacemakerandButtons Жыл бұрын

When you said 10K a month, I was doomed!

@hildredscali1754 4 ай бұрын

The number 1 fact about retirement planning is that you can technically never save enough for it. Take your health seriously now to reduce the financial burden of failing/ill health and ACTIVELY plan your retirement through investing. Goodluck to us all.

@halfulford3081 Жыл бұрын

2 million dollars in savings for retirement? I suppose that's achievable if you have an income over a hundred and fifty thousand dollars annually.

@delpurslow1180 Жыл бұрын

What retirement planner is that?

@youarehere1251 Жыл бұрын

So after you retire, everything goes downhill? 🙄

@lilymarcelle6521 Жыл бұрын

Not downhill but instead starting to enjoy the “golden years” It is a new phase in your life enjoy it when you get there, been retired for the 3 1/2 years and I consider everyday is a holiday😊 my daughter said everyday is a weekend. Good Luck!

@josephjuno9555 9 ай бұрын

No plan survives contact with the enemy...

@AnnaKrueger809 Жыл бұрын

__These are fantastic takes, I feel exceptionally lucky I started investing in my early 40s and consistently compounded my income via assets to create more cash flow. I grew to a 7 figure well-diversified portfolio having exposure to different prolific investments mainly savings account, stocks, bonds and high yield dividend funds. Forever grateful to my adviser Gregory Thomas Patchak. Passive income is mandatory for building long term wealth.