How To Do A Financial Review WITh A Checklist

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[TheDRam]

Video Topic: Can we take out RMDs if we retire early? For example, if one retires at age 55, can that person have RMDs from their IRA or do they need to wait until 70 years old (now age 72)?

[richardsanchez]

Is this checklist on your website. To make it easier to go through?

[CocinandoFinanzas]

Hey Dustin, maybe you can cover in detail the entire cycle of how the rich people borrow from their assets and never paid taxes.

[williamlindquist]

This was a good video. A couple of comments though...

1. 401k plans are covered by ERISA. This means that if a deceased person was married the spouse overrides the beneficiary designation unless the spouse specifically waived their rights. Not everyone knows this.

2. Maybe mention personal insurance (house, car and umbrella).

Thanks for your videos. They are appreciated.

[ltaylor]

The credit card points are wonderful!
I was able to purchase 7 gift cards this year with my points!

[craighill]

Have you considered with coming out with your version of Financial Order of Operations (similar to The Money Guy show)?

[theotherdonald]

If your going to get that British guy to do an intro, you ought to go ahead and try to get that young skinny kid in y’all’s older videos to make a couple of new videos too. 😂😂😂

[bfree]

Uhhh, the guy with 3 full time jobs...high probability of some legality issues there.