Mile Markers to Retirement

Download the Retirement Readiness Guide: https://purefinancial.com/white-paper...
Schedule a free assessment with an experienced financial professional: http://bit.ly/PureAssessment
Office locations: https://bit.ly/PureLocations
Ask Joe & Big Al On Air: https://purefinancial.com/ymyw/ask-jo...
Subscribe to our YouTube channel: http://bit.ly/YMYW-YouTube
Subscribe to the Your Money, Your Wealth® podcast: https://lnk.to/ymyw

Do you need to pull over and ask for directions on the road to retirement? Mile Markers along the highway let you know how much you’ve traveled and how much more you've got to go. When it comes to retirement, those Mile Markers can let you know if you are on track to retire comfortably... or not. With discipline and dedication, you can grow your wealth. Joe Anderson and Big Al Clopine will help you stay out of the ditch and ensure you’ll have enough gas to make it to the finish line!

Your Money, Your Wealth® TV - S9 | E8

Retirement Mile Markers:
20 years from retirement: Spending and Savings
10 years from retirement: Asset Allocation and Asset Location
5 years from the finish line: Social Security Benefits and Withdrawal Strategies

0:00 - Intro
1:52 - Retirement Mile Markers
3:19 - Retirement Spending
5:10 - Retirement Saving
7:10 - Age Mile Markers
8:00 - Download the Retirement Readiness Guide
8:47 - True/False: Roth Conversions should be done 10 years before you retire.
9:44 - Mile Markers 10yrs from Retirement
10:56 - Asset Allocation
15:30 - Downsize Debt
16:27 - Age Mile Markers
16:50 - Download the Retirement Readiness Guide
17:45 - True/False: The average monthly Social Security check is $2,000
18:16 - Mile Markers 5yrs from Retirement
19:00 - Social Security Strategy
20:29 - Withdrawal Strategy
22:10 - Age Mile Markers
22:29 - Pure Takeaway
22:44 - Download the Retirement Readiness Guide

IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC, a Registered Investment Advisor.
• Pure Financial Advisors LLC does not offer tax or legal advice. Consult with your tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. As rules and regulations change, content may become outdated.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.
CFP® - The CERTIFIED FINANCIAL PLANNER® certification is by the CFP Board of Standards, Inc. To attain the right to use the CFP® mark, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. 30 hours of continuing education is required every 2 years to maintain the certification.
AIF® - Accredited Investment Fiduciary designation is administered by the Center for Fiduciary Studies fi360. To receive the AIF Designation, an individual must meet prerequisite criteria, complete a training program, and pass a comprehensive examination. Six hours of continuing education is required annually to maintain the designation.
CPA – Certified Public Accountant is a license set by the American Institute of Certified Public Accountants and administered by the National Association of State Boards of Accountancy. Eligibility to sit for the Uniform CPA Exam is determined by individual State Boards of Accountancy. Typically, the requirement is a U.S. bachelor’s degree which includes a minimum number of qualifying credit hours in accounting and business administration with an additional one-year study. All CPA candidates must pass the Uniform CPA Examination to qualify for a CPA certificate and license (i.e., permit to practice) to practice public accounting. CPAs are required to take continuing education courses to renew their license, and most states require CPAs to complete an ethics course during every renewal period.

#RetirementInvesting