Create the ULTIMATE Retirement Plan: 8 Steps to Retirement Ready!

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Jazz Wealth Managers

Күн бұрын

Пікірлер: 65

@Jazzwealth 2 ай бұрын

Thanks for watching! What'd you think of the longer video? Drop your comments/questions below! :)

@forexbusiness6187 2 ай бұрын

ya lit interesting case studies

@Deitricklaverne 2 ай бұрын

yeah that's a good path, focus on a good strategy, relax back and watch it compound within the years. In good time you'll see returns.

@Deitricklaverne 2 ай бұрын

Financial planning and retirement strategies are crucial, especially in today's economic climate. With global economic fluctuations and uncertainties, it's essential to have a solid plan in place to protect your financial future.

@Sanchyfab 2 ай бұрын

Well with the ever-changing global economy, tax laws and regulations can also vary, impacting how investments are taxed. It's essential to stay informed and plan tax strategies accordingly.

@Sanchyfab 2 ай бұрын

And let's not forget how the global economy plays into all of this. Economic instability, inflation, and market fluctuations can further complicate matters and add to people's financial worries.

@Deitricklaverne 2 ай бұрын

Oh yeah! I can certainly vouch for him on that.. he can streamline your investment based on your personal future goals and the uniqueness of your financial situation, such that both your current and future financial goals are put in view and adequately provisioned for.

@Ritajames3 2 ай бұрын

I was a stay at Home mom with no money in my IRA or any savings of my own, which was scary at 53 years of age. Three years ago I got a part time job and save everything I make. After 3 years, I am 56 yo and have put $9,000 in an IRA and $40,000 in my portfolio with CFA, Abby Joseph Cohen. Since the goal of getting a job was to invest for retirement and NOT up my lifestyle, I was able to scale this quickly to $150,000. If I can do this in a year, anyone can.

@themasticpalace5519 2 ай бұрын

Been debt free for two years thanks to Abby Joseph Cohen Services. So sad to see my friends in their 40s with car loans, mortgages and credit card debt.

@GSum-sq1dp 2 ай бұрын

I bought a new truck the first year I was married. Didn’t think anything about it. That was a learning lesson…

@Jazzwealth 2 ай бұрын

Yikes... Glad you're still here to talk about it 🤣

@Mazlem 2 ай бұрын

Purchases like that Jeep are why I like the idea of combining finances into joint accounts, but also having separate accounts for discretionary purchases. Assuming both are working anyway.

@Jazzwealth 2 ай бұрын

I think that's a very good solution that leads to the least amount disagreements!

@andvfx 2 ай бұрын

Thanks for the news!

@jeffmarklin75 2 ай бұрын

I like this format. Keep doing what you're doing. Great conversation. Learn from you guys every time

@Jazzwealth 2 ай бұрын

That's great! Thanks for watching Jeff!

@stephenjones2873 2 ай бұрын

Love the longer videos. Looking for anything that can make me feel more confident about our retirement plan.

@Jazzwealth 2 ай бұрын

Thanks for watching and we'll have more to come!

@CalmerThanYouAre1 2 ай бұрын

Great format! More of this! 💯

@Jazzwealth 2 ай бұрын

Thank you! & Thanks for watching!

@3detazas 2 ай бұрын

Hi guys ... I loved the conversation about finances in relationship. I think this topic is not discussed enough or often times glossed over. Thank you.

@Jazzwealth 2 ай бұрын

I think you're right about that! Thanks for watching! :)

@johnjoe_247 2 ай бұрын

Stopped by to say thanks and say Hi ! Met your Bro and the Dog .. Very cool set up . Love what you do ! Peace !

@Jazzwealth 2 ай бұрын

Thanks for stopping by! Next time you stop by we'll all be here to say hi!

@Frankloredo-z9p 2 ай бұрын

I came across your channel through this video-case studies are incredibly valuable, and I'm eager to see more in the future! Building wealth involves establishing routines, like consistently setting aside funds at regular intervals for smart investments.

@Beckylouis-c4c 2 ай бұрын

That sounds like a good plan. In the past two years, working closely with a financial market specialist, I've built a six-figure diversified stock portfolio. Now, I aim to diversify even more this year.

@Jamesdave-g6m 2 ай бұрын

Talking about a financial market specialist, do you consider anyone worthy of recommendations? I have about 100k to test the waters now that large cap stocks are at a discount... Thanks

@Jamesdave-g6m 2 ай бұрын

Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.

@abr7192 2 ай бұрын

Great segment you guys! I would never recommend commingling assets for a married couple. I kept my assets separate from my ex-spouse and it saved me a bundle of money in the divorce settlement. My attorney told me it was a great decision from a legal perspective. When it comes to money, it is wise to get a legal perspective to help understand the total financial risks.

@Jazzwealth 2 ай бұрын

Thanks for watching and sharing! It sounds like you made the right call for yourself. Glad it seemingly worked out!

@brucesmith6868 2 ай бұрын

Thanks Boys great advice

@Jazzwealth 2 ай бұрын

Thanks Bruce! :)

@Zorlig 2 ай бұрын

I'm all for combining finances. I might suggest a minimal prenup listing assets/debts and specifying now separate assets could be reseparated even though they would likely be commingled in the marriage to everyone's benefit.

@swamprat9018 2 ай бұрын

Random Comment. I like this longer format, you hit a lot of different topics. Did DCA do the editing on the video, they did a good job.

@Jazzwealth 2 ай бұрын

Super random comment.. feels too nice. Thanks for watching! :)

@DohStr8 2 ай бұрын

Puppy sighting 🐾

@Jazzwealth 2 ай бұрын

He was needy..

@larryhobbs8769 2 ай бұрын

If you can’t combine your finances you should have stayed roommates

@Jazzwealth 2 ай бұрын

fair 😅

@xscarface111 2 ай бұрын

My son turned 18 this year. He has had a roth ira since he was 13, under my account. What happens now.

@chrissterling5950 2 ай бұрын

Video Idea: Should a person factor in buying Long Term Care Insurance in their Nestegg Plan or rely on the value of their home to finance the Long Term Care?

@Jazzwealth 2 ай бұрын

Ooo interesting. I'll see if we can draw that up and make an interesting video out of that!

@se2103 2 ай бұрын

Sea wall prices scared the cr*p outta me 😮

@Jazzwealth 2 ай бұрын

They're crazy!

@stephenjones2873 2 ай бұрын

Since Dustin has some experience about natural disasters, can you do a Fintips on how tax deductions work for natural disasters? Working through tornado and even though insurance is doing a good job of covering most of the cost, it is still a 5 figure expense.

@Jazzwealth 2 ай бұрын

I think we can come up with something for sure. Not an easy situation at all.

@markhuff9180 2 ай бұрын

interesting discussion. wonder what her response would have been if it wasn't a CJ-5 but a nice piece of jewelry or other special gift for her spending the same $. surprises are always tough when all the money is managed together.

@Jazzwealth 2 ай бұрын

It could have been a different conversation! At the time though.. the money spent was a big deal, so I think she may have been upset either way 😅

@PorfirioCastro 2 ай бұрын

Where can I go to hear Justin's joke? It had to be funny from Eric's face......

@Jazzwealth 2 ай бұрын

As you can tell, Eric is a huge fan of the jokes

@tommyforet8069 2 ай бұрын

Can I day trade with a Roth account? What are the rules?

@michaelcarter266 2 ай бұрын

No I don’t think you can.

@buckibanker 2 ай бұрын

Sure you can, as long as your Roth is just a regular brokerage account with access to individual funds. I don’t day trade, but pretty regularly take gains and move to other investments I think are good value