Red Zone Retirement Planning

Spending Wisely: Building Buffers and Enjoying Life


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The Ultimate Retirement Budgeting Formula Revealed: Secure Your Financial Future


How much you need to retire quiz: https://adamdolson.com/retire-quiz/


In this video, discover a transformative retirement budgeting formula that goes beyond traditional advice. Learn how to categorize your expenses into essential, discretionary, and one-time costs to eliminate financial stress and boost your retirement satisfaction.

Get practical tips on estimating expenses, managing taxes, and monitoring your budget to maintain financial security and enjoy your golden years.

.00:00 Introduction to Retirement Budgeting

00:40 Breaking Down Essential Expenses

01:32 Understanding Discretionary Expenses

01:59 Planning for One-Time Expenses

02:39 Calculating and Adjusting Your Budget

04:23 Managing Taxes in Retirement

05:06 Monitoring and Adjusting Your Budget

06:18 Implementing Your Retirement Spending Plan

09:16 Conclusion and Next Steps


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📢 Disclosure:All investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Contact a tax advisor for tax advice specific to your situation.

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Red Zone Retirement PlanningBy Adam Olson

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