Financial Planning Case Study - Married Couple in their 40's

[@SchoolofPersonalFinance]

If you would like me to do a case study based on your general info send me an email with your details - [e-mail]

[@bigsean6904]

Thank You for another awesome video!!!!!!!

[@SchoolofPersonalFinance]

Thanks Big Sean! Hope you found it helpful!!

[@ltgemini1599]

This was great!

[@SchoolofPersonalFinance]

Thanks 🙏

[@vunguyen6971]

Thank you very much for the info!

[@SchoolofPersonalFinance]

👍

[@snuggisthecute]

Wish I found your channel sooner! Been watching lots of your videos over the past couple days and I'm learning a lot!! Subscribed, liked. Thank you.

[@SchoolofPersonalFinance]

Thanks Blue! Appreciate your comment. Glad you are finding the videos helpful.

[@bogiebeillin]

They did not wait to have kids huh!

[@SchoolofPersonalFinance]

Wish mine were grown lol 😂

[@johnb1571]

at time stamp you ~10.50 you said wife could take distributions from 401k without taxes or penalties....wrong, she will have to pay taxes.

[@SchoolofPersonalFinance]

She has a Roth 401k so she will not have to pay taxes on the distribution.

[@johnb1571]

@@SchoolofPersonalFinance duh mind blown...corrected, ty.....I do love RC, been using it since Sep 2020 and have gone from retiring in 2035 to end of 2023.....love this stuff. thanks again for setting me right!!

[@SchoolofPersonalFinance]

@@johnb1571 Nice! Are you a financial advisor or did someone give you access to RC?

[@johnb1571]

@@SchoolofPersonalFinance i shall invoke my right to remain silent at this time officer :-x lol