This is the #1 Mistake People Make with Portfolio Withdrawals
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Retirement portfolio withdrawal: Here's the
Retirement portfolio withdrawal: Here's the one common mistake people make time and time again.
James explains how to avoid the mistake and ensure your withdrawal strategy helps you enjoy a successful retirement.
Learn the tips & strategies to get the most out of life with your money.
Get started today → https://www.rootfinancialpartners.com/
Subscribe to be notified for future videos: @rootfp
_ _
For more resources and content, check us out below!
🔔Subscribe to our channel to learn more about all things portfolio management @rootfp
🎧 Listen to our podcast https://readyforretirement.buzzsprout...
🧑💻 Visit our website https://www.rootfinancialpartners.com to learn more about us
👥 Connect with us on Facebook Facebook: rootfinancialpartners
📷 Connect with us on Instagram Instagram: rootfinancialpartners
🔗 Follow us on LinkedIn LinkedIn: 18347030
_ _
⏱ Timestamps ⏱
0:00 Intro
0:23 The 4% Rule
1:50 Staggered income and expenses
4:27 How do you account for this?
4:45 First 5 years
5:46 First 10 years
6:24 The problem is…
8:51 Here’s what to do instead
10:37 Example 1
11:59 Changing needs
12:27 Example 2
14:34 Summary
15:29 Outro
Other videos we think you'll like:
About Root: Financial advisors with heart.
Worried about retirement? Start here: Worried About Retirement..Start With ...
James explains how to avoid the mistake and ensure your withdrawal strategy helps you enjoy a successful retirement.
Learn the tips & strategies to get the most out of life with your money.
Get started today → https://www.rootfinancialpartners.com/
Subscribe to be notified for future videos: @rootfp
_ _
For more resources and content, check us out below!
🔔Subscribe to our channel to learn more about all things portfolio management @rootfp
🎧 Listen to our podcast https://readyforretirement.buzzsprout...
🧑💻 Visit our website https://www.rootfinancialpartners.com to learn more about us
👥 Connect with us on Facebook Facebook: rootfinancialpartners
📷 Connect with us on Instagram Instagram: rootfinancialpartners
🔗 Follow us on LinkedIn LinkedIn: 18347030
_ _
⏱ Timestamps ⏱
0:00 Intro
0:23 The 4% Rule
1:50 Staggered income and expenses
4:27 How do you account for this?
4:45 First 5 years
5:46 First 10 years
6:24 The problem is…
8:51 Here’s what to do instead
10:37 Example 1
11:59 Changing needs
12:27 Example 2
14:34 Summary
15:29 Outro
Other videos we think you'll like:
About Root: Financial advisors with heart.
Worried about retirement? Start here: Worried About Retirement..Start With ...
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