DO NOT Let This Event Ruin Your Retirement (Spending Shock)
Автор: Parallel Wealth
Загружено: 2022-02-23
Просмотров: 9799
Learn more about our services: https://www.parallelwealth.com/planning
Every single one of my clients will experience some sort of spending shock in retirement, which is just my fancy way of saying an unexpected expense. These shocks can drastically affect your retirement, so you must have some sort of plan when they arise.
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TIMESTAMPS
0:00 - Intro
0:30 - What Is A Spending Shock
1:12 - What We Can Expect
1:50 - 4% Rule
2:20 - Withdrawing Gains
3:00 - 2 Largest Spending Shocks
4:00 - Extra Ordinary Events
4:35 - What Are The Chances?
4:53 - Line Item
5:25 - Solution 1
5:58 - Solution 2
7:31 - Most Are Moderate
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DISCLAIMER: This presentation is for informational purposes only and should not be considered financial, investment, tax, or estate planning advice. All investments carry risk, and past performance does not guarantee future results. Any forward-looking statements are based on assumptions and may not reflect actual outcomes.
The content on this channel is for educational purposes only and does not provide specific investment or planning recommendations. Viewers should consult a qualified professional for retirement, tax, or estate planning guidance. Parallel Wealth and Adam Bornn are not responsible for any decisions made based on this content.
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