7 Money Goals Everyone Should Hit By 60

7 Money Goals Everyone Should Hit By 60
Dave Zoller, CFP®
My Favorite Free Retirement Planner
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Streamline Your Retirement by getting these 3 key parts right!
1) Tax-efficient Withdrawal Planning
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My name is Dave Zoller and I own Streamline Financial along with our team of retirement planning specialists.
Streamline has been helping people retire for over 25 years and I've personally been working with clients for the last decade and a half.
We can only work with a select number of clients so we created this channel to share what's working well for the families we help.
We both know that RETIREMENT IS MORE THAN MONEY so you'll see the financial strategies along with the non-financial strategies to make sure this next stage is YOUR BEST YET!
Disclaimer: Since we don’t know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Streamline Financial Services, LLC or its members cannot be held liable for any use or misuse of this content.
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Disclosures: Securities offered through LaSalle St. Securities LLC (LSS), member FINRA/SIPC. Advisory services offered through LaSalle St. Investment Advisors LLC (LSIA), a Registered Investment Advisor. Streamline Financial Services is not affiliated with LSS or LSIA. LSS is affiliated with LSIA.

[@HerAeolianHarp]

This was very helpful, with clear sequencing and rationale. Thank you.

[@StreamlineFinancial]

Glad it was helpful!

[@RJS1966USMC]

Approaching retirement, being 100% debt free cannot be replaced by any other formula. The peace of mind knowing that your monthly expenses are much more manageable no matter what the economy does is a huge stress relief.

[@Omonike88]

EXCELLENT ‼️ MORE OF THIS, PLEASE‼️

[@SerenityRules-zj1vh]

I loved it. You're my # 1 retirement guru!

[@prairie2gem]

this was so straightforward, it makes something daunting seem possible. Thank you!

[@docroc001]

Excellent summary. Thanks

[@dominic8218]

Excellent information- thank you 🙏🏼

[@john-o1g9p]

# 1 made me smile. cashed out of the market 8 years ago when my partner died. realized i had more than enuf $ coupled with my LOW spending. stopped working 7 years ago and will take ss at 70. cashing out the colo home and retiring to raw wv acreage in the spring. love cash cuz i sleep like a baby and inflation or the coming 25% ss reduction is not an issue.

[@annadavis6361]

Thank you. 🙏🏽

[@barkingdogblankets]

Super helpful

[@WealthyChronicle]

Budgeting in retirement? Sounds like a drag, but breaking it down into needs vs. wants makes so much sense. I guess it's time to finally sort out my expenses! 🤔

[@InvestmentChnls-hn9rk]

Great information! I believe my numbers will work to provide a fulfilling retirement. Now, the next challenge is to make that difficult jump from a long working career to that of daily personal activities.....

[@StreamlineFinancial]

That’s the exciting part !

[@JulianaMontana-e4n]

hi