3 Must-Have Assets When Retirement Planning. Most People Only Have One In Their Plan

These three assets are the key to a successful retirement plan.

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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this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate.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.

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[cajunaccent]

Wow! What an eye opener. Just realized that my wife of 43 years is my most important asset.

[RetirementTravelers]

Nice perspective of looking at assets. Thanks for sharing. We retired a year ago at age 55 and actually started a YouTube channel as we travel. We have learned so much and has completely changed our view of retirement living.

[geebeeinga]

What a great presentation. You really nail the inclusion of assets that most do not take into consideration - and are just as important in those that have $$ value. I’m very involved in my faith community which has given me much peace but also instructed me to fill my storehouse, not to take on debt and pass on my wealth for generations. Thank you for the perspective reminder. Bless you.

[davidsiemer]

I like your videos and advice Dave, and I will definitely be getting in touch with you to evaluate my retirement situation as I get closer. I’m 59 now and a bit late in my savings plan, but I plan to work another 5 years at least so I believe I will be fine

[davidmagen]

I first started my IRA when they first came out and always worked OT now I’m retired and loving it. I never missed the money and am loving life

[roadtoretirement]

Thanks for sharing your thoughts! its true - we only prepare and talk about the financial assets in retirement.. but those will be worthless without the other two.

[johnhume]

Excellent perspective and context. This is what differentiates the professional adviser from the salesman. Keep up the good work

[t.r.]

By having the the middle and right part of your chart of assets, you are absolutely correct that the financial situation can be reworked and rebuilt. It’s those core values that are missing in todays world. God bless 💖

[SafwanAhmad]

Amazing. Great help. Great way to look at a complex topic

[poolmilethirty]

Thank you, I like that your videos are not too long.

[justingregory]

It's my third month being retired now. And life hasn't been so difficult as I thought basically because I put my head down and made ways for other source of Income. I'm a huge fan of earning more money, and I think everyone should have a side hustle. Side hustling can allow you to earn that little bit of extra money that can help you achieve your financial goals faster - whether it's paying off student loans or saving for retirement.

[robertthompson]

This video is amazing. In just a couple of minutes you turned my head around.

[FatihKarakurt]

Great vlog. Dropping 1 out of 3 gives a perspective.

[Stevenfrijol]

I have listened to a lot of financial advice, , , , I have never heard this perspective before.

[Retired-jrqs]

I like your channel. Keep up the good work.

[allthingsnu]

This is a very helpful video. Thank so much!

[masterlee]

This really was an awesome video. It did get me to thinking about my children. My oldest son is "The Cajun Ninja" and very successful. Looking at the 3 assets I think he would choose to keep #2 and #3. Now my daughter who is a Speech Therapist also doing very well, but 6 years younger I believe would drop #2. My reasoning is simple. First she was way more spoiled than him and second my son has told me he wants me to spend all my money before I go where as I think she has mentioned to my son "I wonder how much money dad will leave us" lol.

[saanvi]

I am 55 years old with very little set aside for retirement at this point. I have always been curious about the stock market and have witnessed some people who played the game right and retired early because they used the stock market. When I ask them, most said that they invested very little to start with, but their portfolio grew. I do have a significant amount of capital that is required to start up but I have no idea what strategies and direction I need to
approach to help me make decent returns.

[everlastingarms]

Great perspective. Time, people, health. 🙂