https://www.thefinancialcall.com/guided-path

https://assets-global.website-files.com/61bbaf4759074aa904a63ee6/6408c018dc007469c2e541bc_Withdrawals.pdf

Visit our website: https://www.TheRetirementNerds.com

https://theretirementnerds.com/newsletter/

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This video is NOT sponsored.

The Retirement Nerds is the no-cost educational platform and serves to offer information around Medicare, Social Security, Financial Planning, and Estate Planning.

⏰ TIME CODES ⏰

0:00 Rules of Thumb Problem

7:40 External Factors Outside Your Control

8:19 Longevity Risk

10:08 Investment Risk

10:59 Sequence of Returns

26:45 Inflation Risk

31:47 Rise in Taxes

35:14 Summary of External Factors

37:08 Internal Factors Within Your Control

39:24 Live for the Future - Fear

43:47 Overspending - Lack of Discipline

46:24 Adult Children - Love

51:17 Structure of Income - Knowledge

51:34 Ripple Effects of Decisions - Knowledge

53:52 What You Can Do to Prepare

56:19 Now and Later vs Multi-stream

58:07 Stocks

1:02:28 Now and Later Bond Ladders

1:05:14 Fixed Index Annuity

1:07:27 Fixed Rate Annuity

1:09:16 Bond Fund Portfolios

1:12:09 Pension-Like Annuity

1:15:11 Annuity Riders

1:16:47 Multi-Stream Bond Ladders

1:18:10 Dividend Stocks

1:20:47 REITs

1:22:49 Selling Stocks at a Loss

1:25:44 Asset Allocation Drift

1:29:39 Getting Help

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#90daysfromretirement #retirementplanning #financialfreedom

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