How To Build A 5-Year Retirement Plan in 15 Minutes

Рет қаралды 11,155

2 ай бұрын

👥 Want to schedule a free consultation? Click here: www.thepeakfp.com/free-consul...
Read a Sample Financial Plan: www.thepeakfp.com/blog/sample...
Retirement planning in 2024 does not have to be difficult, all it takes is the right knowledge and enough preparation.
If you liked this video, be sure to watch the next video on the 3 questions you need to answer before retirement: • You Won’t Retire Until...
Eric Amzalag, CFP®, RICP®
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Disclaimer: Please consult with your own tax, legal and financial advisors for personalized advice.
#retirement #retirement #retirementplan #retirementincomeplanning #retirementincome #fiduciary #financialadvisor #financialadvice #feeonly #feeonlyadvisor #feeonlyfiduciary #financialplanner #certifiedfinancialplanner

Пікірлер: 21

@ThePeakFP 2 ай бұрын

👥 Want to schedule a free consultation? Click here: app.thepeakfp.com/YTWWU

@davidfolts5893 2 ай бұрын

One of the most intelligent gentleman in the KZfaq Financeverse.

@ThePeakFP 2 ай бұрын

You are making me blush! 😊

@felicianelson8300 2 ай бұрын

Amazingly simple example. Thanks

@ThePeakFP 2 ай бұрын

You are welcome!

@markb8515 2 ай бұрын

Thanks Eric, the video was very informative!

@ThePeakFP 2 ай бұрын

Thanks Mark ‼️

@kimourchi7382 Ай бұрын

Pretty good strategy, tools, and explanation. Thank you

@ThePeakFP Ай бұрын

Glad it was helpful!

@melodyn6419 2 ай бұрын

Is it true many people say with $20k per month passive income, rentals etc, No mortgage, No debts, you could live or travel anywhere in US or the whole world comfortably?

@ThePeakFP 2 ай бұрын

I suppose that depends on how you like to travel!

@SugarHue 2 ай бұрын

Subbed!

@ThePeakFP 2 ай бұрын

Thanks!

@MichaelToub 2 ай бұрын

I have all my data in NewRetirement. Can your firm work with that or only RightCapital?

@ThePeakFP 2 ай бұрын

We use rightcapital at our firm, but we have had several clients that have their data in new retirement and have facilitated exporting that to rightcapital. It's not a barrier 🤗

@MichaelToub 2 ай бұрын

Ok, thanks