How to Invest Once You Retire

Which one is best for you? Retirement Planning Investment Strategy

Dave Zoller, CFP®

❤️REACH OUT FOR A FREE RETIREMENT PLANNING SESSION❤️

[MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH]
Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor

My Favorite Retirement Calculator w/ no video walk-through

🍀Get The 5-Minute Retirement For Free🍀

👨‍👩‍👧‍👦The Family Planner👨‍👩‍👧‍👦
Make Life Easier For Your Family

🌄 Find Your Purpose In Retirement 🌄

-----------------------
⬇️ ⬇️ ⬇️
POPULAR RETIREMENT VIDEOS

7 Things Happy Retirees Do Well. Retirement Planning Tips From Recent Retirees

Why Delaying Retirement Might NOT Be a Good Idea

Is The S&P All I Need to Retire?

3 Must-Have Assets When Retirement Planning.

-----------------------

#retirementincome #howmuchtoretire #retirementplanning

MUSIC:
Stary Sky- Simon Grob
Subway Dreams- Dan Henig

Disclaimer: Since we don’t know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Streamline Financial Services, LLC or its members cannot be held liable for any use or misuse of this content.
Affiliate Disclaimer: This post may include affiliate links where we may earn a payment when you click on the links at no additional cost to you.
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.

[pensacola]

If you have won the game why keep playing? The name of the financial game is retirement is income. I'm retired and as I get older I get more conservative and go more for guarantees. If I am doing well, who cares about "gains"?
I always enjoy your videos, David. Thought provoking.

[tomhuyck]

This is an excellent framework, but I'd like to hear more about actual investments (examples of). Thanks!

[jpturner]

Thanks Dave! Another great educational video!👍🏽

TOTALLY agree with your comments on Risk Tolerance!

Semper Fi 🇺🇸

[dtovar]

I enjoy your videos and respect your advice. It would have been helpful to give a few examples of the reduction of risk and corresponding returns. Otherwise you were speaking in general terms. Thank you.

[MountainManFred]

Another great video! Q: maybe you have done a talk on this.. what if you have SS and a pension that covers all expenses..how should you invest your 401k? 60/40 split etc..since basically SS and pension are a fixed income piece of the equation.. Thanks Dave

[HungNguyen-sedn]

If you have NO debts and still have 3 meals per day. YOU HAVE ENOUGH ❤❤❤❤❤❤❤❤

[CalmerThanYouAre]

I wonder what the percentage is, of people who leave millions of dollars on the table in forfeit returns over a 30-40 year retirement vs. the people who go broke because they were too aggressive with a 100% S&P 500 portfolio and a 4% withdrawal rate...

[johngill]

Great job 👍
I am planning to use SPIA'S to damper sequence of return risk

[jazzjokesjalopies]

I continue to find these videos instructive. They give me more confidence when making a move in retirement investment. Thank you Dave.

[raymondbest]

excellent, there must be at least 10 videos in this!

[mitchbandalan]

Great content as always. I have utilized the free software as much as I can. I really need to step up into the planner plus.

[mamajudesays]

If a retiree's portfolio is not substantial <$500k, and their withdrawal strategy is 3% to maybe 4%, is tax planning so much of a big issue? When low income is expected, does tax planning become less of a concern?

[guzzi]

Always Great Dave! Thanks so much for your videos!

[clbcl]

What is involved in a financial plan/strategy? Going over the portfolio?

[wdeemarwdeemar]

Having been in healthcare 28 years physicians often over promise and under deliver. Docs who don’t give you worse case scenarios are blowing smoke in your tail pipe. But there are lots of patient’s I see who want to live in denial and get gaslit.

[Delta-pnco]

How do you find the minimum rate of return?

[HiramLarson]

You may need as much as $3.6 million to maintain your current lifestyle due to inflation, which will continue to be impacted by high inflation, lower market returns or value projections, and stagnant wages. Achieving a secure early retirement may be more challenging than ever.

[Ann-grnq]

Great videos! This channel has some great advice also @PlanningBeforeInvesting