2 years ago

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Message me for coaching
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*****

Things YOU NEED To Know BEFORE You Retire

I got asked a question about retirement from someone who asked me what he should consider in deciding when to retire.

Have you ever wondered " When should I retire ?"

Retiring can be daunting depending on if you are retiring early or on time. Depending on where your money is located you will have a better experience.

Do you have money in a 401k, IRA or Roth IRA? Then you will want to wait to retire. Because of the penalties.

00:00 - Intro.
00:46 - A Question I was asked.
01:05 - Questions to ask yourself.
01:33 - Financial Independence Retire Early Number (FIRE).
02:42 - Retirement may just be a change to a new path.
03:35 - Have all your ducks in a row first.
04:24 - The 5 years before and after retirement.
05:51 - Social Security.
07:09 - If you are going to retire in the next year.
08:17 - Things to consider if retiring early.
09:16 - Change your portfolio.

*****

F$R Mission Statement:
To help individuals and families develop empowering beliefs and emotions about money and teach them the necessary skills to become self-reliant, build wealth, and live a life of abundance.

*****

Disclaimer.
The videos on this channel are for educational and general informational purposes only and are not intended to provide specific advice or recommendations for any individual. As such, it should
not take the place of consulting with a certified financial planner, CPA (or other tax professional), legal, or other financial advisor. While we try to provide accurate and timely information, it may not be suitable for your specific personal scenario or specific circumstances. I am a financial professional but without knowing your specific information you should consider what you learn here as general advice. If you want specific advice and coaching please contact us at [email protected]. I am not a tax, legal or investment advisor representative.

Our coaching is based on the data and research found in the books The Millionaire Next Door, The Next Millionaire Next Door, and The Millionaire Mind by Thomas J. Stanley and Sarah Fallaw. It is also based on 20 years of my personal experience working with money.

*If you use the referral links above, I will also get FREE stock. Thank you for using the referral codes.

#FinancialSelfReliance #retirement #FIRE #FSR #FinancialEducation #FinancialIndependence #FinancialLiteracy #FinancialFreedom #recession #FinancialPlanning

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