
Can I Retire at 60 with $1,500,000 in Retirement Savings
In this video podcast, we are going to look at a retirement planning for someone with $1,500,000 saved for retirement. They are concerned about losing their retirement savings in the stock market an...
21 Joulu 202216min

The WORST Investment for your 401k or IRA (Don't Invest in this!)
In this video, I want to discuss the worst retirement investment for your 401k, IRA, or Roth IRA. What is this retirement investment? Target Date Funds. ❌ **Please make sure you talk with your CPA, F...
14 Joulu 202214min

Can I Retire at 60 with $1,400,000 in Retirement Savings? || Retirement Planning
In this video, I want to look at a retirement planning scenario for a couple with $1,400,000 in retirement investing accounts. They are asking the question, "Can I Retire?" **To schedule your virtual ...
7 Joulu 202219min

How To Retire Early 🙌 || Follow This Early Retirement Strategy! 📈
How To Retire Early 🙌 || Follow This Early Retirement Strategy! 📈 In this podcast, I want to discuss early retirement and how you can start planning to retire early no matter how old you are or what...
30 Marras 202220min

Roth IRA vs 401k, Which is BETTER for Retirement Savings? (Yes, there is a winner!)
Roth IRA or 401k? Which is better for saving for retirement and then using it for retirement income? In this video we are going to do a deep dive into what is a 401k, what is a Roth IRA, and which is ...
23 Marras 202214min

Can I Retire at 51 with $809,000 in Retirement Savings?
Can I Retire at 51 with $809,000 in Retirement Savings? In this video, I want to do retirement planning for a 51-year-old who wants to retire early with $809,000 in retirement savings. We need to figu...
16 Marras 202211min

BEST Roth IRA Conversion Strategy for Retirement Planning
BEST Roth IRA Conversion Strategy for Retirement Planning || Roth Conversion Fully Explained In this podcast, I want to discuss a Roth conversion strategy that will help you maximize the amount of dol...
9 Marras 20229min

This Will RUIN Your Retirement || Don't make this Retirement Mistake!
This Will RUIN Your Retirement || Don't make this Retirement Mistake! A new survey by Morgan Stanley shows that 62% of respondents have lowered or stopped their retirement savings contributions. Don't...
2 Marras 20228min



















