Thanks for watching! We're going to jump into some "end of the year" planning videos soon. If you have any thoughts or topics you'd like to see covered, let us know! 👇👇👇👇
@Nancy-1w5 күн бұрын
I retired at 52 and honestly, I wish I’d done it sooner. The 9-to-5 grind always steals your freedom for a paycheck that barely scratches the surface. My advice? If you’re in your late 30s or early 40s, start saving for FIRE now (Financial Independence, Retire Early.) And if you’re in your 50s, invest smartly and break free from relying on your job. Market trends, like the Trump Effect, have made millions for many, including me. Stay focused, stay consistent, and remember financial freedom is within reach if you make it a priority.
@noelrutherford63215 күн бұрын
I'd love it if you had a CPA on your team to give tax assistance to.clients.
@Jazzwealth5 күн бұрын
We've been brainstorming that a lot. Trying to find a way to make that work!
@deedub875 күн бұрын
Oh, look at the book, The Creature From Jekyll Island!! Everyone should read that book.
@IvyTibbitts5 күн бұрын
Thanks. Great stuff!
@Jazzwealth5 күн бұрын
Thank you!
@wrb58135 күн бұрын
Thank you for an insightful discussion
@Jazzwealth5 күн бұрын
Thank you for watching!
@brucesmith68685 күн бұрын
Thanks boys happy holidays
@Jazzwealth5 күн бұрын
Thanks Bruce! Happy holidays! :)
@jimjohnson72375 күн бұрын
Good info!
@Jazzwealth4 күн бұрын
Thank you Jim! :)
@robmckee52955 күн бұрын
Expenses are tricky. Our expenses fluctuate greatly each month.
@Jazzwealth5 күн бұрын
Expenses can be very tricky! If you find that your expenses are varying wildly month to month maybe it's easier to get a grasp on your quarterly expenses or yearly? Either way, it's helpful to be prepared for "rainy days" if you find that your expenses are varying wildly in retirement. Thanks for watching and thanks for your input!
@swcollector59215 күн бұрын
Where's the closing beat guys??
@KevinM-ov3qr2 күн бұрын
But doesn’t the affordable care subsidy sunset on 2026.
@byrrongardner5 күн бұрын
Investments are the roots of financial security; the deeper they grow, the stronger your future will be. By investing you have plan for a good retirement. With my adviser, I’ve cultivated deep investment roots, strengthening my financial security for the future