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The 3 Types of Retirement Plans | FINANCIAL ADVISOR Explains
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FINANCIAL ADVISOR Explains: The 3 Types of Retirement Plans
I am a fee only, fiduciary, independent financial planner based in United States. I've built 40 retirement plans in 2023, and 100 in the last 3 years. Here are some valuable insights about different types of retirement plans suitable for different people. If you're doing your own financial planning, or just generally looking for financial advice, then this video is for you.
On our channel, we try discuss the different kinds of retirement plans, retirement planning for beginners, retirement investing, how much to save for retirement, self-employed retirement plans, retirement calculator, retirement income, difference between 401K and IRA, the 3 buckets strategy, Retirment investing in your 50s or 60s and many more of these questions. In this video I have addressed some of these questions along with some newer concepts related to this subject.
If you want to know what a certified financial planner is, or you have any questions to ask a financial planner, watch this video carefully and comment below - I answer every question I receive.
Also see some of the other videos on this channel to get information on Retirement Plans, hiring a financial planner, fee only financial planner and other interesting topics.
If you liked this video, make sure to click thumbs up!
Eric Amzalag, CFP®, RICP®
Want to schedule a consultation? Click here:
Subscribe to the channel: / @ThePeakFP
_ _
00:58: the "Triage" Retirement Plan
01:57: the "Stabilization" Retirement Plan
02:23: the "Optimization" Retirement Plan
03:43: "tier 1" Retirement Actions
06:26: "Tier 2" Retirement Actions
08:26: "Tier 3" Retirement Actions
10:27: Conclusion
Disclaimer: Please consult with your own tax, legal and financial advisors for personalized advice.
#retirement #retirement #retirementplan #retirementincomeplanning #retirementincome #fiduciary #financialadvisor #financialadvice #feeonly #feeonlyadvisor #feeonlyfiduciary #financialplanner #certifiedfinancialplanner #financialadvice #certifiedfinancialplanner #financialplan #financialplanner #financialsuccess #financialeducation
I am a fee only, fiduciary, independent financial planner based in United States. I've built 40 retirement plans in 2023, and 100 in the last 3 years. Here are some valuable insights about different types of retirement plans suitable for different people. If you're doing your own financial planning, or just generally looking for financial advice, then this video is for you.
On our channel, we try discuss the different kinds of retirement plans, retirement planning for beginners, retirement investing, how much to save for retirement, self-employed retirement plans, retirement calculator, retirement income, difference between 401K and IRA, the 3 buckets strategy, Retirment investing in your 50s or 60s and many more of these questions. In this video I have addressed some of these questions along with some newer concepts related to this subject.
If you want to know what a certified financial planner is, or you have any questions to ask a financial planner, watch this video carefully and comment below - I answer every question I receive.
Also see some of the other videos on this channel to get information on Retirement Plans, hiring a financial planner, fee only financial planner and other interesting topics.
If you liked this video, make sure to click thumbs up!
Eric Amzalag, CFP®, RICP®
Want to schedule a consultation? Click here:
Subscribe to the channel: / @ThePeakFP
_ _
00:58: the "Triage" Retirement Plan
01:57: the "Stabilization" Retirement Plan
02:23: the "Optimization" Retirement Plan
03:43: "tier 1" Retirement Actions
06:26: "Tier 2" Retirement Actions
08:26: "Tier 3" Retirement Actions
10:27: Conclusion
Disclaimer: Please consult with your own tax, legal and financial advisors for personalized advice.
#retirement #retirement #retirementplan #retirementincomeplanning #retirementincome #fiduciary #financialadvisor #financialadvice #feeonly #feeonlyadvisor #feeonlyfiduciary #financialplanner #certifiedfinancialplanner #financialadvice #certifiedfinancialplanner #financialplan #financialplanner #financialsuccess #financialeducation
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