Retirement planning with $400,000. Is it enough? Today our fiduciary financial advisor, Eric, will be doing a case study retirement plan for an individual planning on retiring with $6,000 a month.
Jazz Wealth Managers helps individuals and families achieve financial security through retirement planning and investing strategies. Our videos offer actionable guidance on navigating Roth IRA's, 401ks, IRAs, Social Security, and more. Whether you're approaching retirement or just getting started, learn how to make informed financial decisions for a prosperous future. Subscribe for more!
0:00 Table setting
1:02 Case study overview
1:34 Retirement expenses vs. goals
2:27 Pulling funds from retirement accounts
3:00 Plan net worth overview
4:49 Retirement Asset allocation impact
6:28 Retirement expense impact
7:25 Thoughts? Let us know below!
#retirement #retirementplanning #dohstr8
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