Are you retiring with a pension? Today we're covering a retirement plan with a pension and some risks that you should be aware of when counting on your pension for retirement!

0:00 Retirement Planning with a Pension
0:30 Risk of making the wrong election
1:00 What if my pension runs out of money?
2:45 Conduct a pension checkup
3:51 Retirement Planning For Pension RISKS
5:43 10-year certain period
6:20 Right Capital Sample Retirement Plan
7:58 Married and planning on the pension
9:05 Help Some People Out In The Comments

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!

#retirement #retirementplanning #dohstr8

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The post Retiring With A Pension: RISKS You Need To Plan For! appeared first on Hot Side Hustles! Easy Side Business That Actually Work.

Planning to retire at 60? Here's a full guide covering everything you should know from income planning, social security, and of course a case study! We'll go through a retirement plan for somebody planning to retire at 60.

0:00 – 1:02 Planning to retire at 60?
1:03 – 4:24 Financial Considerations
4:25 – 6:00 Psychological Impact
6:01 – 10:15 Retirement plan Case Study!
10:16 – 10:37 Outro: Have topics?

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!
#retirement #retirementplanning #dohstr8
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The post How To Retire At 60: COMPLETE GUIDE & CASE STUDY! appeared first on Hot Side Hustles! Easy Side Business That Actually Work.

Learn the 3 steps to a successful retirement plan from your trusted Financial advisor, Dustin. Today we're going to cover three things that are essential for every retirement plan!

0:00 – 0:22 Getting Retirement Ready in 2024
0:23 – 1:09 Calculating your retirement numbers
1:10 – 2:27 What does it mean to be retirement account-specific?
2:28 – 3:32 Be investment specific
3:33 – 4:30 Tax strategies and efficiency
4:31 – 5:02 What are some things you think should be considered for retirement planning?

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!
#retirement #retirementplanning #dohstr8
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The post FROM 0 TO RETIREMENT: FINANCIAL PLANNING STEPS TO KNOW 🤓 appeared first on Hot Side Hustles! Easy Side Business That Actually Work.

Are you planning on retiring with less than $1,000,000? Today we're going to do some in-depth retirement planning and covering somethings you have to know before you retire. We'll also cover how much your retirement money could last you in each state, based on average expenses. What are the cheapest states to retire in? What are the most expensive states to retire in? At the end of the day, know your expenses and know your numbers! If you like these retirement planning and financial planning type videos let us know in the comments!

*Article From Video*

0:00 – 0:51 Intro to retiring with less than a million dollars!
0:52 – 2:03 Article breakdown (article in bio)
2:04 – 2:26 The most expensive states to retire in
2:27 – 2:39 The cheapest states to retire in
2:40 – 5:40 $750,000 Retirement Planning overview based on expenses
5:41 – 6:16 Outro/bloopers/comments appreciated!

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!

#retirement #retirementplanning #financialeducation
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The post Retiring On JUST $750,000! How Long Will It Last? 🤔 appeared first on Hot Side Hustles! Easy Side Business That Actually Work.

Today our financial advisors, Dustin Tibbitts & Eric Powell are covering numerous strategies to help you lower your taxes when selling your home. If you're thinking about selling your home or you are selling your home, keep these in mind to help you lower taxes a little when selling your primary residence!

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!
#retirement #retirementplanning #dohstr8

0:00 – 0:42 Intro
0:42 – 2:30 Capital gains tax on home sales
2:31 – 7:28 Strategies to lower taxes when selling your home
7:29 – 8:05 – Jokes
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The post TAX STRATEGIES WHEN SELLING YOUR HOME appeared first on Hot Side Hustles! Easy Side Business That Actually Work.

Today I'm going to cover two things that you should consider before buying life insurance. Having worked in the insurance industry for a while, these are the two things we always started with. Life insurance and insurance in general can be tricky! I've been deemed the insurance guy here at Jazz, so if you have ANY questions please let me know! You can comment below or reach out to me directly! Go to jazzwealth.com for more!

0:00 – 0:49 Intro: How much insurance should you have?
0:50 – 1:54 2 things to consider before buying life insurance
1:55 – 3:14 How much insurance do you need?
3:15 – 4:56 Does your insurance fit into your budget?
4:57 – 5:14 Leave your comments, questions, or concerns below!

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!

#retirement #retirementplanning #dohstr8
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The post Life Insurance Planning: Expert Tips for Finding the RIGHT Amount! 😎 appeared first on Hot Side Hustles! Easy Side Business That Actually Work.

What is the average retirement savings in the United States? Can you retire on the average retirement savings? Today one of our financial advisors is building a retirement plan using Right Capital for the average retirement savings! Enjoy!

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 – 0:33 Intro to average retirement savings
0:34 – 2:03 Where this financial data comes from
2:04 – 3:00 Median & Average retirement savings at age(s) 55-64
3:01 – 3:29 Net Worth retirement planning
3:30 – 3:58 Average retirement savings age 45-44
3:59 – 5:00 How much do you need for retirement?
5:01 – 6:36 Key Differentiators in Retirement Planning
6:37 – 7:30 Sample retirement plan for 55-year-old retiring w/ the average
7:31 – 7:39 Thoughts?
#retirement #retirementplanning #investing
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The post Can You Retire On The Average Retirement Savings? 🤔 appeared first on Hot Side Hustles! Easy Side Business That Actually Work.

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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The post Retirement Planning In Your 40’s AND 50’s! 😎 appeared first on Hot Side Hustles! Easy Side Business That Actually Work.

Today we're covering the average retirement account balances in the US and see how you compare! We'll cover everything from the average 401k balance to the average IRA contribution. What are your thoughts on the data provided?

0:00 – 0:25 Data/topic overview
0:26 – 1:08 401k contribution averages
1:09 – 2:01 403b average savings rate
2:02 – 2:18 Average Gen X retirement account balance
2:19 – 2:45 Baby boomers retirement account balance
2:46 – 3:02 Millenials' average retirement account balance
3:03 – 3:24 401k allocation changes
3:25 – 3:44 401k loans and withdrawals
3:45 – 5:38 IRA account balance & contribution averages
5:39 – 5:51 How do you stack up?

We're an investing service that also helps you keep your dough straight. We'll manage your retirement investments while teaching you all about your money.

#retirement #retirementplanning #dohstr8
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The post Average Retirement Account Balances VS. YOU 🤔 appeared first on Hot Side Hustles! Easy Side Business That Actually Work.

Can you rollover a 401k while still working? Today we're covering everything you need to know about in-service 401k rollovers! Are they worth it?

0:00 – 0:24 Intro
0:25 – 0:56 How an in-service 401k rollover works
0:57 – 1:32 The benefits of an in-service rollover
1:33 – 1:52 Taxes on an in-service 401k rollover
1:53 – 3:25 Taxes on Rollover 401k to Roth IRA?
3:26 – 3:45 So, is it worth it?

We're an investing service that also helps you keep your dough straight. We'll manage your retirement investments while teaching you all about your money.

#retirement #retirementplanning #dohstr8
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Business Affairs Support@JazzWealth.com

The post EXACTLY How An In Service Rollover Works! Is It Worth It? appeared first on Hot Side Hustles! Easy Side Business That Actually Work.