If you're planning to retire before 60, our fiduciary financial advisor is giving you 5 important things you need to do to ensure a smooth transition. Watch this video for a retirement checklist!
0:00 Intro
0:24 Health Care
1:14 Withdrawal Strategy
2:45 Expenses
3:50 Investment Strategy
5:06 Financial Road Map
6:04 What else?
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!
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Thanks for watching! Have any tips for those retiring before 59 1/2? Drop them below! Have a topic suggestion or case study you want to see? Tell us about it! 👇
Thanks Eric yes the medical coverage is the worst
Thank you Bruce! It certainly can be a painful experience.
Very good overview. For Withdrawal Strategies, a 72t is another option. This strategy is more stringent, but you can Rollover just the amount you need to disburse over those year’s to a separate IRA account for the 72t.
Great point! Yes, 72t is an option too. It is not my favorite due to the 5 year requirement, but may be better than pulling the principal dollars from a Roth.
Erroric be sure to tell DCA (Double Cheek Amputee) hello from me. Poor guy, I’ll have to find him some bicycle shorts.
You want to see him in bicycle shorts?
Also consider Allocation ratios for both security of assets and maintaining growth over time.
are there strategies to keeping your income low on paper to reduce the ACA insurance? I live in a state that rejected setting up an exchange so ACA is only option.
Health care insurance is dramatically cheaper in many other countries than in the US. If you are working simply to maintain your insurance, there are lots of options.
Lucky me. I’m a Veteran and I go to the VA Hospital for free. One good thing about joining the military
*Amazing video, you work for 4Oyrs to have $1M in your retirement, meanwhile some people are putting just $10K into trading from just few months ago and now they are multimillionaires* …
Waking up every 14th of each month to 210,000 dollars it’s a blessing to I and my family… Big gratitude to Jeff Clark 🙌
Hello, I am very interested. As you know, there are tons of investments out there and without solid knowledge, I can’t decide what is best. Can you explain further how you invest and earn?
Same, I operate a wide- range of Investments with help from My Financial Adviser. My advice is to get a professional who will help you, plan and enhance your management skills. For the record, working with Jeff Clark, has been an amazing experience.
Hello how do you make such monthly?? I’m a born again Christian and sometimes I feel so down🤦🏽of myself because of low finance but I still believe in God
I’m favoured, $90K every week! I can now give back to the locals in my community and also support God’s work and the church. God bless America,, all thanks to Mr Jeff Clark
Good checklist and info!