One BAD Decision Ruined His Retirement

I know two people who planned for retirement in very similar ways. Both of their retirement plans were very solid but  one decision caused Jane's plan to work and Kevin's to fail.
Imagine spending your whole life preparing for retirement, taking all the right steps and necessary precautions, only to see it get messed up with one decision.
Dave Zoller, CFP®

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00:00 Jane and Kevin's Retirement Plans
01:03 They Prepared the Same Way But...
02:08 The Critical Decision: Jane vs. Kevin
03:09 Jane and Kevin's Background
03:44 Time is NOT on their side
04:20 The Retirement Strategies Are Different Than Before
05:44 The SMART Things They Both Did BEFORE Retirement
06:55 The One Decision
08:41 What Kevin Did That Hurt Him
10:36 The Only Problem With His Strategy
12:12 Three Strategies Jane Used To Make Things Even Better
15:33 If a "Doom & Gloomer" Ever Worries You

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My name is Dave Zoller and I own Streamline Financial along with our team of retirement planning specialists.

Streamline has been helping people retire for over 25 years and I've personally been working with clients for the last decade and a half.

We can only work with a select number of clients so we created this channel to share what's working well for the families we help.
We both know that RETIREMENT IS MORE THAN MONEY so you'll see the financial strategies along with the non-financial strategies to make sure this next stage is YOUR BEST YET!


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Disclosures: Securities offered through LaSalle St. Securities LLC (LSS), member FINRA/SIPC. Advisory services offered through LaSalle St. Investment Advisors LLC (LSIA), a Registered Investment Advisor. Streamline Financial Services is not affiliated with LSS or LSIA. LSS is affiliated with LSIA.