When is a Retiree Considered Wealthy ? Surprising Results

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Жыл бұрын

How Much You Need To Be Wealthy - Surprising Results.
Dave Zoller, CFP®
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Пікірлер: 23

@martywilliard Жыл бұрын

PLAN - but - don’t worry. Don’t worry about tomorrow. Just plan for it

@StreamlineFinancial Жыл бұрын

Yes! Love that!

@billh4285 Жыл бұрын

Well said. Thanks!

@StreamlineFinancial Жыл бұрын

Thank you very much!

@barbiec4312 Жыл бұрын

Thanks Dave.

@StreamlineFinancial Жыл бұрын

You are so welcome!

@jpturner171 Жыл бұрын

Interesting study Dave!👍🏽 We have $1.3 Million and have 10 months to go, BUT we both love our jobs but realize it’s time for new adventures! TOTALLY agree about comparing our position to others, don’t see the benefit. We are confident and looking forward to our next journey! Semper Fi!🇺🇸

@StreamlineFinancial Жыл бұрын

I’m excited for you! You’re going about things the right way!

@jpturner171 Жыл бұрын

@@StreamlineFinancial 👍🏽❤️

@julioerodriguez6097 Жыл бұрын

Wealth is so subjective and personal for each individual that this subject is pointless and irrelevant. I'm not a Millionaire but I'm wealthy. I have everything that I wanted in life. I'm happy middle age man, healthy and living in Hawaii with my loving family. What else do you want from life?

@StreamlineFinancial Жыл бұрын

Agreed. In this video we see people measured wealth in more ways than money.

@dpol4883 Жыл бұрын

That is pretty shocking regarding the difference between the two. I’ve been watching your videos and I like them a lot.

@StreamlineFinancial Жыл бұрын

I thought so too. Glad you like them!

@mrjuvy49 4 ай бұрын

Had a professor in Co with the same name.

@clbcl5 Жыл бұрын

One gauge of being..."WEALTHY" is what you were before retirement. How did you grow up, where did you come from ? I have more now than ever, but wealthy, no.

@StreamlineFinancial Жыл бұрын

Great perspective! Thank you!

@AdolfCartier Жыл бұрын

Roughly how much you have in the 401k combined with a financial advisor’s help can help you not only grow but budget the money for your travel destinations. I and my spouse always delegate our excesses.

@franciscirillo836 Жыл бұрын

what do you think the priorities should be for my wife and I? I am 23 she is 25. We both work full time and I am also in the Army reserve. We recently bought a house and pay $1520 a month on the house and the total of both our incomes is right around 95k. We have no debt other than the mortgage which has $206,500 left on it. We both contribute to retirement accounts to get our matches and we put $250 a month into a vanguard S&P 500 ETF. What are some of your recommendations to get become a millionaire asap? Thanks for any input you might have. Love your channel.

@TheArtofRetouching Жыл бұрын

01:46: Time is more important than money?! So says the people who have $560k+.

@jaynelson8304 Жыл бұрын

curious that people feel wealthy when having a net worth that is 25% of what they say is wealthy...

@StreamlineFinancial Жыл бұрын

I thought so too.

@fannieallen6400 10 ай бұрын

We are retired. Our net worth is almost 7 millions and I don’t feel wealthy, just upper middle class.

@lucianoyt4631 Жыл бұрын

You may need as much as $2.6 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.