Ideal Order of Successful Retirement Plans

Ideal Order of Successful Retirement Plans
Dave Zoller, CFP®

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⭐️ POPULAR RETIREMENT VIDEOS ⭐️

1️⃣ How To Organize Your Retirement with 7 MUST-HAVE ACCOUNTS

2️⃣ 5 BIG Retirement REGRETS

3️⃣ Dave Ramsey Reaction: 8% Withdrawal Rates?

4️⃣ How the RICH Invest Their Money

5️⃣ 7 Things Happy Retirees Do Well. Retirement Planning Tips From Recent Retirees
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Streamline Your Retirement by getting these 3 key parts right!
1) Tax-efficient Withdrawal Planning
2) Investment Planning
3) Tax Reduction Planning

My name is Dave Zoller and I own Streamline Financial along with our team of retirement planning specialists.

Streamline has been helping people retire for over 25 years and I've personally been working with clients for the last decade and a half.

We can only work with a select number of clients so we created this channel to share what's working well for the families we help.
We both know that RETIREMENT IS MORE THAN MONEY so you'll see the financial strategies along with the non-financial strategies to make sure this next stage is YOUR BEST YET!

MUSIC:
Stary Sky- Simon Grob

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this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate.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

[SarahSessums]

Success is not built on success. It's built on failure, It's built on frustration. it's built on fear that you have to overcome. I pray that anyone who reads this will be successful in Life

[peabodypolice]

I love your videos, but I wish you would touch on pensions a little bit more. Especially pensions and Law Enforcement military fire department..

[erickarnell]

Focusing on planned or aspirational expenses up front is so great. "Can I retire with X invested?" is a terrible question without understanding the income plan first.

[LK-hyjz]

Thank you for so many details that normally are not discussed by some advisors. I totally agree that first question should be: lifestyle post retirement. Are you planning to travel, do you have any debt, what hobbies will you have, what medical coverage will be available at your age.

I was watching many videos on slow travel when you can stay in country overseas for 90 days up to 6 months without any issues. The cost of living is super low and they have excellent health care. I was thinking if I will retire early, I can travel to one of this places, do full checkup, enjoy culture and food and come back. But of course I will need a medical plan in case of emergency. US really got us in a bad way. Such a bummer.

[LK-hyjz]

My only issue if I retire early which I can afford is a medical insurance before I can apply for Medicaid. Do you have any videos covering different options? Thank you!