Cash Flow Strategies | Bogart Wealth's Learning Series
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Bogart Wealth’s Learning Series webinar
Bogart Wealth’s Learning Series webinar hosted on July 24th, 2024 with Daniel Evans, CFP®.
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703-570-8651
bogartwealth.com
As an experienced Financial Advisor, Daniel Evans provides advice and guidance with passion, trust and Integrity. Financial Planning is the foundation in which he serves families and individuals on the journey to achieve financial peace of mind. Listening and understanding current situations, past experiences and future goals are essential in creating financial plans that are as unique as the relationships he serves. Daniel holds the CERTIFIED FINANCIAL PLANNER™ designation and is focused in the areas of Investment Management, Estate and Legacy Planning, Retirement planning and cash flow management.
Daniel and his wife Rebecca, enjoy raising their two boys: Graham and Ellis. In his free time he thoroughly enjoys being outdoors, playing golf and fishing.
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0:00 Introduction
0:28 Why Bogart?
3:07 Retirement Readiness Series
3:20 Agenda
4:26 Greatest Retirement Concerns
6:27 Risks in Retirement
8:40 Why Cash Flow Planning?
10:02 What is Retirement Income Planning?
10:57 Retirement Income Planning Process
11:22 Step 1: Analyze Your Retirement Needs
12:34 Average Annual Expenditures By Age
12:15 Sources of Retirement Income
14:57 How Long Will Portfolio Last
16:41 Step 2: Investment Strategy
18:05 Step 3: Establish a Withdrawal Strategy
19:25 Example Strategy #1 - Income Only
20:25 Yields/Cash Flow
22:05 Example Strategy #2 - Systematic Withdrawals
22:51 Asset Allocation Basics
23:52 Example Withdrawal Strategy - Bucket Approach
25:22 Choices - Managing Distributions
26:53 Choices - Tax Planning
29:17 Step 4: Review & Monitor Progress
33:24 Qualities You Might Consider in Selecting an Advisor
34:36 Conclusion
ماه قبل
در تاریخ 1403/05/05 منتشر شده
است.
93
بـار بازدید شده