Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning

Welcome to the Your Financial EKG™ Podcast, your go-to source for expert financial planning insights, retirement strategies, and wealth-building tips. Whether you're approaching retirement, already retired, or looking to maximize your investments, this podcast delivers actionable advice on retirement income planning, tax-efficient strategies, Social Security optimization, estate planning, and long-term wealth management. **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall **

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Jaksot(291)

You Have $250K Saved—Now What? (5-Minute Retirement Plan)

You Have $250K Saved—Now What? (5-Minute Retirement Plan)

You Have $250K Saved—Now What? (5-Minute Retirement Plan)Have $250,000 saved for retirement and wondering what to do next? In this video, I'll walk you through a practical 5-minute retirement plan to ...

29 Heinä 5min

Can You Retire at 55 With $800,000? (Using the Rule of 55)

Can You Retire at 55 With $800,000? (Using the Rule of 55)

Can You Retire at 55 With $800,000? (Using the Rule of 55)Are you 55 years old with around $800,000 saved for retirement? You may be closer to retirement than you think.In this video, I'll walk throug...

20 Heinä 9min

Can I Retire at 63 with $350,000?!?

Can I Retire at 63 with $350,000?!?

Can I Retire at 63 with $350,000?!?Can you really retire at 63 with $350,000 saved for retirement? In this retirement video, we break down the real numbers behind retirement income, Social Security, r...

15 Heinä 10min

Can You Retire at 63 With $850,000? Here’s the Strategy

Can You Retire at 63 With $850,000? Here’s the Strategy

Can You Retire at 63 With $850,000? Here’s the StrategyIn this retirement video, I walk through a retirement strategy for someone who is 63 years old with $850,000 saved for retirement. We’ll look at ...

8 Heinä 27min

Can I Retire at 60 with $285,000 Saved For Retirement?!?

Can I Retire at 60 with $285,000 Saved For Retirement?!?

Can I Retire at 60 with $285,000 Saved For Retirement?!?Can you really retire at age 60 with only $285,000 saved? In this video, I break down a real-world retirement scenario and show what kind of inc...

1 Heinä 26min

Turn Your Savings Into Retirement Income With This Simple Rule

Turn Your Savings Into Retirement Income With This Simple Rule

Turn Your Savings Into Retirement Income With This Simple RuleIn this video, I explain the Rule of 1000, a simple way to estimate the monthly retirement income your nest egg may be able to provide. Wh...

24 Kesä 14min

Most Retirees Will Run Out of Money. Here's Why.

Most Retirees Will Run Out of Money. Here's Why.

Most Retirees Will Run Out of Money. Here's Why. Many Americans enter retirement believing they have enough saved, but the reality can be very different. Inflation, healthcare expenses, taxes, market ...

17 Kesä 26min

I'm 50 With $150K Saved. When Can I Retire?

I'm 50 With $150K Saved. When Can I Retire?

I'm 50 With $150K Saved. When Can I Retire?Is $150,000 enough to retire? If you're 50 years old and have $150K saved for retirement, you may be wondering whether you're on track, behind, or closer tha...

10 Kesä 10min

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