How to Make a Retirement Income Plan 2023

[@rickyguitierrez9871]

I'd love to trade after listening to a guy on radio talk about the importance of investing and how he made over $460k in few months of investing into stocks from $100k initial capital, somehow this video has helped shed light on some things but I'm confused about the current market volatility I'm new to this and I'm open to ideas.

[@henryharper7939]

Stock picking is a risky thing to do particularly for non-professionals, I learnt the hard way in 2021 when I lost almost everything but I was lucky to switch to using an advisor who has better knowledge of the market than I do and ever since I've been returning at least $75k every month, just too bad I didn't know this all my life.

[@rickyguitierrez9871]

@@henryharper7939 Interesting, I've thought bout' reaching out to an advisor for a while, but the fear of losing funds held me back, any help pointing me to who your advisor is and how to make contact with them?

[@henryharper7939]

@@rickyguitierrez9871 Sure she's Julie Christine Rush, a simple search with her name will suffice she's all over the net.

[@rickyguitierrez9871]

@@henryharper7939 Thanks for this amazing tips, I found her webpage and was able to book a call session with her, she seem proficient.

[@tahirisaid2693]

I've come to realize that the key to amassing wealth lies in making sound investments. I purchased my first home at the age of 21 for $87,000 and sold it for $197,000. My second home, acquired for $170,000, was later sold for $320,000, and my third property, purchased at $300,000, fetched $589,000, with buyers covering all closing costs and expenses. Not reaching a million before retirement feels like an unfulfilled goal.

[@tahirisaid2693]

I initially started my investment journey with the guidance of a financial advisor named *Jenny Pamogas Canaya.* Her transparent approach granted me full control of my investments, and her fees are reasonable, considering my return on investment. Nonetheless, it's crucial to conduct thorough research before engaging with any financial advisor.

[@margothomas4065]

Confused on why you are only depending on the housing investments to get you to a million in retirement? Do you have work 401K matching retirement? Multiple streams of income is what we need and a great tax understanding or Financial Advisor. Be grateful for your accomplishments and help others. Helping others will fulfill you in more ways that you know.

[@davidfolts5893]

Listen three times for maximum benefit; it is that good.🎯

[@onwardthruthefog]

This is really great information. I looked at the website for the cost of the plan. Not too bad at $6900 for a one shot deal. BUT I'm not sure how anyone can ever justify the 1.25% for ongoing planning. $12,500 a year per million is some serious built-in friction that will eat you alive.

[@rhythm6090]

I attended this live and watched it a 2nd time, great information and very educational for those of us nearing retirement. Thank You!

[@madras61]

The most comprehensive retirement planning informate of educational video.❤

[@davidrogers0717]

Appreciate this video. Most retirement or planning videos focus solely on investments or taxes. It seems to me the "what does it go" section and putting together a retirement budget is so critical. Thanks!

[@garrett7101]

Controlling your income is the key to the pre 65 phase. My health insurance is $50 a month on the exchange and I have a decent plan… retired at 46.

[@jdevoz]

Great video and channel in general, Thanks!

[@bradley244ify]

I have been looking for this kind of information for a long too me.

[@freedomlife3623]

It’s shocking to see American retirees spend 25% of their retirement funds on Health insurance and medical expenses. Why you don’t demand universal healthcare is beyond me as a Canadian.

[@royprovins7037]

Why do you care

[@salusa_secundus]

Is this plan the clients’ base case or is this your proposed scenario for them? Meaning, they gave to facts about their lives and you helped them visualize it. Did you mainly help them figure out the “gap” and accounts to withdraw from? Thank you.

[@mwgibsongolf]

Signed up to watch the webinar IRL but had a conflict so am catching up on KZbin. In the James & Sandy example, It looks like you are closing out their HSAs early in retirement instead of allowing them to grow over time. Is there a reason for this?