5 Things You Need To Do BEFORE You Retirement

preview_player
Показать описание


💲 NEED FINANCIAL ADVICE? 💲
1) Google "fee-only financial adviser" or visit www.NAPFA.org (largest association of fee-only financial advisers). NOT an affiliate link
2) The first question to ask any financial adviser is, "Are you a fiduciary to me 100% of the time". Get the answer in writing
3) Please note that some people call themselves "fee-based". This is NOT the same as fee-only. Fee-only advisers have committed to being fiduciary to you 100% of the time.
4) Personally, I would only hire an adviser who is a fiduciary to me 100% of the time. This is not a suggestion on what you should do. Just sharing my personal preference.

⚠️ Azul's "Scammer" Warning ➡ PLEASE READ! ⚠️
Be careful of scammers. In the comments section, I will NEVER ask you to contact me, offer any investment products, recommend a stock broker, or anything similar. Some scam bot commenters 'ask' for investment help, and later, other comment bots reply with "how great X idea/investment/person is" in the replies. These are scam threads. Do not fall for them.

🚨 Azul's VIDEOS ARE NOT FINANCIAL ADVICE (Disclaimer) 🚨

The decisions on how to invest, when to retire, and other financial planning topics are some of the most important financial decisions you will make in your life. I urge you to seek professional financial advice as you make this decision. Ideally, from a financial adviser, AND a CPA AND an attorney. Having the perspective of all three professions will help you make the right decision for you and your family.

This information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and may NOT be suitable for all investors.

This information is NOT intended to, and should NOT, form a primary basis for any investment decision that you may make. Always consult your own legal, tax, and/or investment advisor before making any investment/tax/estate/financial planning considerations or decisions.

Spoiler Alert: There are no "get rich" programs. Rather, just basic blocking & tackling and putting in time and care. Do your homework, choose wisely and (IMHO) work with experienced professionals who are fiduciary to you 100% of the time.

091{S}[NE] 5 Things You MUST DO One Year BEFORE Retirement
Рекомендации по теме
Комментарии
Автор

Thank you for a great video. financial education is what the world needs most right now. I studied and researched about crypto and stocks for a while and got stuck on the learning curve. Thanks to Loraine Souvenir program, i've grasped trading concepts, boosting my earnings through her daily signals and insights.

TuyKhai-g
Автор

I'm not test driving since I'm getting a bunch one time money outlays done before I retire. But I have been meeting regularly with my financial advisor and recently met with her since I'm a few month's away from retirement. I'll sign up for Medicare in September and start receiving it in December. My purposes are all set. My career was just me acting as a contractor for hire. I'll have zero issues walking away.

gregkloe
Автор

I’ve retired at 54. I’m 60/40 and plan to keep this as my strategy going forward. Have a few years (2.5) in cash in addition. Working to a 4% withdrawal- any thoughts welcome 🙏🏼

dominic
Автор

I’ve been diligently working, saving and contributing towards early retirement and financial freedom, but since covid outbreak, the economy so far has caused my portfolio to underperform, do I keep contributing to my 401k or look at alternative sectors to meet my goals?

theskyisnotalwaysblue
Автор

8:28 the skaters ride by 👍🙂👍 🛹 😀🖕... 🤣🤣

Justin_Time_Delivery
Автор

I recently sold some of my long-term position and currently sitting on about 250k, do you think Nvidia is a good buy right now or I have I missed out on a crucial buy period, any good stock recommendation on great performing stocks will be appreciated.

MaryLarsine
Автор

Step 1... Just retire with the same income you had. 😀

chuck_in_socal