How I plan my retirement using New Retirement Software - Can I retire? 2 FREE WEEKS using my link

Demonstration of the New Retirement Software I use and recommend. Can I retire? Retirement Planning.

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_*PLEASE STOP USING EXCEL!!!!!!_ It falls way short optimizing every retirement factor*
Retirement Tool Link I reference and highly recommend -- New Retirement. Free 2 week trial. $120/yr after. You will buy this after trying.

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RECOMMENDED FINANCIAL ADVISOR
Neil Fortwendel with Northwestern Mutual ph: 812 549 5213

Video by Lean Driven Reliability LLC
This is not investment advice, retirement advice nor advice at all. For entertainment ONLY. Seek professional help to understand your unique situation.
Affiliate Disclosure: Most of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and purchase or set up a discussion. Nevertheless, I only recommend products or services that 1) I currently use or have used or 2) I believe can help the majority of people.

[joekuhnlovesretirement]

*_PLEASE STOP USING Spreadsheets!_** It falls way short optimizing every retirement factor*
Retirement Tool Link I reference and highly recommend -- New Retirement. Free 2 week trial. $120/yr after. You will buy this after trying (I have purchased for 3 years).


Need a CFP to create your retirement plan for a one time fee? My Recommendation: Neil Fortwendel [phone]. Neil created my plan. Plan updates as you wish for a smaller fee. Check Neil out on Facebook and LinkedIn.


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RECOMMENDED FINANCIAL ADVISOR - Assets under Management or one time plan creation
Neil Fortwendel with Northwestern Mutual ph: 812 471 2492

Video by Lean Driven Reliability LLC
This is not investment advice. For entertainment ONLY. Seek professional help to understand your unique situation.

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[graywilliams_.]

For me, I believe retirees who struggle to meet their basic needs are the ones who could not accumulate enough money during their active years to meet their needs. Retirement choices determine a lot of things. My wife and I both spent same number of years in the civil service, she invested through a wealth manager and myself through the 401k. We both still earning after our retirement.

[sandydykstra]

I use a budget program and started that about 5 years before I retired so I would know what our expenses are, what we can eliminate if we had to and where we had room to save more. I started using New Retirement a year before I retired because I wanted to double check the advisor's numbers and other calculators I had used but couldn't store info in. New Retirement+ is the best for storing and tweaking expenses, comparing scenarios like taking SS early or later, doing Roth conversions by my plan vs NR plan suggestions, or none at all. I've put in so many scenarios I think I've got it covered backwards, forwards and sideways. I even created scenarios for if I passed early, or if my spouse passed early. I never felt as confident of the advisor's numbers because they only asked limited questions while sitting in their office and then printed out a graph/booklet. I can do all the "what ifs" I want in this program and feel as confident as one can be that my plan is going to carry me through the duration. Also, I really like the advice you give in your videos. Very relevant to anyone planning to retire soon and maybe not so soon but lots of food for thought.

[gregorymcd]

Very helpful Joe! Based on your recommendation I signed up for New Ret 6 mos ago -- after the free trial. Very happy with it. Next month i am having a 1:1 session with one of their experts to review my efforts and make sure I am using it correctly and to the max potential. I have also attended a few of their free classes. So far -- so good with this tool is my experience!

[MartinOGutierrez]

I started to use New Retirement a few months ago. It is a game changer! From Metairie, Louisiana.

[billgrabbe]

The "must spend/like to spend" option is another powerful feature. You can toggle expenses instantly between two scenarios, just like with

[BradMangas]

Thanks for sharing this Joe. I have been playing with the free version of New Retirement for the past couple months, and since I have been following your channel. With my retirement coming in around 2 years max I going to be getting the premium version now that you have shared this info. Really appreciate it fella, take care.

[michaeldecorrevont]

Thanks Joe, the insight to New Retirement is so helpful. I have had the program for about a year and didn't know about the tax side of it. Please keep up the great work you do!!!

[jayholiday]

I subscribed to New Retirement, and it’s very good. I get a 99% and should retire immediately. Will quit in September at 63 or at the end of the year

[Kimmer]

Great tool, but it really needs some key elements to make Monte Carlo simulations more useful. It really needs to know which funds are in a linked account to determine asset allocation, type of asset (Roth vs traditional) and historical results (similar to how Financial Engines links investment accounts). You can somewhat get around this by entering expected growth rates, but the user shouldn't have to do this. Otherwise, I'm impressed with the software.

[ragnargustafsson]

Greetings from Sweden. I love your videos. You really get me to think beyond the money part of retirement. I learn a lot from you. Somethings are different over here. We don't have to worry that much about healthcare over here, but most other things are the same.

[joekuhnlovesretirement]

I hope you don't mind not seeing my face in this video. :)

[LeeH-Ranger]

Great Tutorial - Thanks. Plan to get started with the software in a couple of weeks when I get all my data pulled together and ready to put in.

[dgun]

have been considering this software for a few months, now that you've done a better demo I'm ready to pull the trigger

[stevemlejnek]

You always say don't go this alone Joe. I've scheduled a 1 hour meeting with a New Retirement advisor next week.

[jamesgiebel]

Thanks for the feedback and the great content you provide on the channel- good stuff.

[maryrinkevich]

We love New Retirement (yes, we used your link - ha!)! Thanks for the vid.

[PH-mdxp]

Yes, I’m a subscriber to New Retirement. It is really fantastic.

[wallanach]

Good info - thank you. Important to remember that when looking at Monte Carlo results, it's not gospel... if you get 85% results, it just means 15% of the scenarios may need to be adjusted over time. If you see your assets cut by ??% ??# years into retirement, you don't hit the gas and sail off a cliff... you trim the sails/course correct and proceed. Might have to make adjustments to the plan. I heard somewhere that all models are useless, but some have some good information... NR provides great information - appreiate your work Joe!

[thomasstevenson]

This was very helpful. I also signed up based on your recommendation. There is a lot this software can do - there is a learning curve and video's like these help.