Retirement Income Strategy at 59 with 1.5 Million in Retirement Savings
29.6 هزار بار بازدید -
10 ماه پیش
-
Retirement Income Strategy at 59
Retirement Income Strategy at 59 with 1.5 Million in Retirement Savings
Today, I'd like to present a tailored retirement income scenario based on a retirement savings of 1.5 million dollars, designed to meet your specific retirement needs and aspirations. We are doing comprehensive retirement planning and wanting to give you confidence stepping into your retirement journey.
1️⃣ Diversification for Stability: In this scenario, we prioritize diversification across various investment asset classes to manage retirement risk effectively.
2️⃣ Age-Appropriate Asset Allocation: As you approach age 60, we will gradually transition to a more conservative asset allocation. This adjustment aims to protect your capital and provide a dependable retirement income stream.
3️⃣ Stress-Testing for Peace of Mind: Periodic stress testing of your portfolio will be part of our retirement strategy. This practice ensures that your retirement income remains resilient even in the face of stock market volatility.
4️⃣ Systematic Withdrawals: We'll employ a systematic withdrawal strategy based on the 4% rule and dynamic spending plan, with annual adjustments for inflation in retirement. This approach aims to provide sustainable retirement income throughout your retirement while preserving your capital.
5️⃣ Prioritizing Healthcare: Our plan will include a robust healthcare strategy, taking into account Medicare, supplemental insurance, and potential medical expenses, to safeguard your retirement finances.
6️⃣ Exploring Additional Income: We'll consider opportunities for supplementary retirement income, such as part-time work, consulting, or pursuing passion projects. These endeavors not only bolster your finances but also keep you engaged in retirement.
7️⃣ Tax-Efficient Planning: Minimizing the tax impact on your retirement income is a key element. We will utilize tax-advantaged retirement accounts and strategic retirement income withdrawal strategies to optimize your tax situation.
*Free Retirement Download: The Checklist to Retirement:* 📊
https://pearlwealthgroup.com/
*To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://pearlwealthgroup.com/contact/* ☎️
**Enroll In Our Course: Can I Retire: A Foundation To Your Retirement Journey: https://drew-s-site-958e.thinkific.co... ** 🖥️
Retirement income strategies and retirement income planning are two big pieces to anyones retirement planning calculator. Whether you are wanting to know strategies for "retirement planning at 30", "retirement planning at 40", "retirement planning at 50", or even "retirement planning at 60" understanding how much retirement income that you want versus how much you need gives you a roadmap to follow to and through retirement.
Here at Pearl Wealth Group, we run a trademarked retirement investment and retirement income plan for individuals and families who are wanting to retire called "Your Financial EKG™." What we are trying to visualize is how long a persons retirement savings are going to last throughout retirement. If you are looking for early retirement planning tips or trying to saving for retirement in your 50's, You Financial EKG™ is a great tool to help you understand where you are retirement planning. Retirement planning and retirement income strategies shouldn't be complicated. They should just be done right.
Click Here For More Retirement Planning Videos: https://bit.ly/3wH3mgb 🙌
**Ready to get your personalized Financial & Retirement EKG: https://pearlwealthgroup.com/ **🚀
**Visit our Website: https://pearlwealthgroup.com/ ** 🖥
**Connect with us on Facebook: Facebook: PearlWealthGroup ** 👍
**Follow and Connect with Drew on Linkedin: LinkedIn: drewblackston 🙌
**More Retirement Information Here: https://pearlwealthgroup.com/blog/ ** 🧐
**Meet Your Retirement Planning Team: https://pearlwealthgroup.com/about/ ** 😎
**Worried That Your Retirement Strategy Is Missing Something: https://pearlwealthgroup.com/services/ ** 🤔
❌ *Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please call Pearl Wealth Group at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.* ❌
Pearl Wealth Group
Drew Blackston, CRC® & RFC®
Office: 813-807-5060
[email protected]
https://pearlwealthgroup.com/
Getting you to Retirement, through Retirement, & protecting YOUR ability to stay in Retirement!
#retirementplanning #retirement #financialfreedom
Today, I'd like to present a tailored retirement income scenario based on a retirement savings of 1.5 million dollars, designed to meet your specific retirement needs and aspirations. We are doing comprehensive retirement planning and wanting to give you confidence stepping into your retirement journey.
1️⃣ Diversification for Stability: In this scenario, we prioritize diversification across various investment asset classes to manage retirement risk effectively.
2️⃣ Age-Appropriate Asset Allocation: As you approach age 60, we will gradually transition to a more conservative asset allocation. This adjustment aims to protect your capital and provide a dependable retirement income stream.
3️⃣ Stress-Testing for Peace of Mind: Periodic stress testing of your portfolio will be part of our retirement strategy. This practice ensures that your retirement income remains resilient even in the face of stock market volatility.
4️⃣ Systematic Withdrawals: We'll employ a systematic withdrawal strategy based on the 4% rule and dynamic spending plan, with annual adjustments for inflation in retirement. This approach aims to provide sustainable retirement income throughout your retirement while preserving your capital.
5️⃣ Prioritizing Healthcare: Our plan will include a robust healthcare strategy, taking into account Medicare, supplemental insurance, and potential medical expenses, to safeguard your retirement finances.
6️⃣ Exploring Additional Income: We'll consider opportunities for supplementary retirement income, such as part-time work, consulting, or pursuing passion projects. These endeavors not only bolster your finances but also keep you engaged in retirement.
7️⃣ Tax-Efficient Planning: Minimizing the tax impact on your retirement income is a key element. We will utilize tax-advantaged retirement accounts and strategic retirement income withdrawal strategies to optimize your tax situation.
*Free Retirement Download: The Checklist to Retirement:* 📊
https://pearlwealthgroup.com/
*To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://pearlwealthgroup.com/contact/* ☎️
**Enroll In Our Course: Can I Retire: A Foundation To Your Retirement Journey: https://drew-s-site-958e.thinkific.co... ** 🖥️
Retirement income strategies and retirement income planning are two big pieces to anyones retirement planning calculator. Whether you are wanting to know strategies for "retirement planning at 30", "retirement planning at 40", "retirement planning at 50", or even "retirement planning at 60" understanding how much retirement income that you want versus how much you need gives you a roadmap to follow to and through retirement.
Here at Pearl Wealth Group, we run a trademarked retirement investment and retirement income plan for individuals and families who are wanting to retire called "Your Financial EKG™." What we are trying to visualize is how long a persons retirement savings are going to last throughout retirement. If you are looking for early retirement planning tips or trying to saving for retirement in your 50's, You Financial EKG™ is a great tool to help you understand where you are retirement planning. Retirement planning and retirement income strategies shouldn't be complicated. They should just be done right.
Click Here For More Retirement Planning Videos: https://bit.ly/3wH3mgb 🙌
**Ready to get your personalized Financial & Retirement EKG: https://pearlwealthgroup.com/ **🚀
**Visit our Website: https://pearlwealthgroup.com/ ** 🖥
**Connect with us on Facebook: Facebook: PearlWealthGroup ** 👍
**Follow and Connect with Drew on Linkedin: LinkedIn: drewblackston 🙌
**More Retirement Information Here: https://pearlwealthgroup.com/blog/ ** 🧐
**Meet Your Retirement Planning Team: https://pearlwealthgroup.com/about/ ** 😎
**Worried That Your Retirement Strategy Is Missing Something: https://pearlwealthgroup.com/services/ ** 🤔
❌ *Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please call Pearl Wealth Group at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.* ❌
Pearl Wealth Group
Drew Blackston, CRC® & RFC®
Office: 813-807-5060
[email protected]
https://pearlwealthgroup.com/
Getting you to Retirement, through Retirement, & protecting YOUR ability to stay in Retirement!
#retirementplanning #retirement #financialfreedom
10 ماه پیش
در تاریخ 1402/06/27 منتشر شده
است.
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