In this video, we tackle retirement planning for people in their 40s and 50s. We'll cover catching up on savings, maximizing employer contributions, Tax-efficiency today, tax planning for tomorrow, and creating a realistic retirement budget to achieve your goals! You'll walk away with actionable steps to secure your dream retirement lifestyle.
0:00 – 1:09 Retirement Planning 101
1:10 – 1:52 Retirement planning 102 overview
1:53 – 4:08 The importance of asset location
4:09 – 5:19 Tax planning & tax efficiency for today!
5:20 – 7:37 Tax planning & tax efficiency for the future! Be tactical with Roth conversions
7:38 – 10:15 Savings goals for retirement!
10:16 – 11:15 Should I break down this topic a little deeper individually? 🤔
Jazz Wealth Managers helps individuals and families achieve financial security through retirement planning and investing strategies. Our videos offer guidance on navigating Roth IRAs, 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!
#retirement #retirementplanning #dohstr8
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Thanks for watching! I hope you got something out of today’s rant. I’m thinking about diving a little deeper into these topics individually. If you’d like to see those videos let me know below! Have other topics you want covered? Let me know!
Fantastic video. Would be interested in hearing more specific. Maybe case studies to highlight differences.
Thanks! We can go through some sample plans soon!
More please!🤗
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More More More Please!!!!!!
Ha! Got it and will do! 😃
How should I invest my money when my retirement is secured and I have12 more years of work ahead of me
Absolutely. Please keep them coming.
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Thank you Dustin really great info !!
Thank you Bruce! 🙂
The more the better.
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Great info. Would like to see case studies as well. Thanks.
Thanks! Will do!
Okay I clicked because of the hand, had to see if you just edited the image for clicks but then I had to check and see your transparent fees. Half of what we’re paying currently. I’m guessing that we don’t want to change anything with our financial accounts till after we buy a house as we’re searching soon and may have to dip into our investments depending on what I find. Am I thinking correct in that?
The hand can certainly be ‘eye catching’. Glad you clicked! It sounds like you certainly don’t want to make any massive changes before buying a house and I would think most financial advisors wouldn’t do that to you. If you’d like, you can schedule a call from our website and see if we’re a good fit for you in the future!
Solid video! Would love deeper dives.
I’ll give it a shot! Thanks for watching!
Loved it. More of this!