Threats to Your Retirement Income S.5 | EP. 13
Do you have a written retirement plan? Most people (if they are honest) say no. But even if you have a well thought out plan, are you aware of the factors that threaten to reduce your income in retirement? From poor planning to bad investments, you need to be aware of the threats that can reduce your income so you can safeguard against them.
Financial experts Joe Anderson and Alan Clopine walk you through those threats and how to minimize their impact on your income and eventually your lifestyle.
Important Points:
(00:59) – Worst-Case Scenarios: Social Security, Long-Term Care
(01:47) – Top Concerns about Retirement: Unexpected Health Crisis, Outliving Savings, Costs of Long-Term Care, Stock Market Crash
(03:14) – Social Security Mistakes
(05:18) – Social Security: Spousal and Survivor Benefits
(08:00) – Retirement Income Strategies White Paper -- Download: https://bit.ly/1MWyQGf
(09:30) – Employer Pension Underfunding
(11:40) – Defined Benefit Plan
(13:23) – Pension Benefit Guaranty Corporation
(14:30) – Health Care Costs
(15:30) – Nursing Home Care, Long-Term Care
(17:46) – Premiums on Long-Term Care Policies
(19:12) – Market Volatility
(23:16) – Gifting Money for Roth IRAs
(24:01) – Pure Takeaway
If you would like to schedule a free assessment with one of our CFP® professionals, click here: https://purefinancial.com/lp/free-assessment/
Make sure to subscribe to our channel for more helpful tips and stay tuned for the next episode of “Your Money, Your Wealth.” http://bit.ly/2FDSfK2
Channels & show times: http://yourmoneyyourwealth.com
https://purefinancial.com
IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor.
• Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors. #YourMoneyYourWealth #YMYW #YourMoneyYourWealthTV
Видео Threats to Your Retirement Income S.5 | EP. 13 канала Your Money, Your Wealth
Financial experts Joe Anderson and Alan Clopine walk you through those threats and how to minimize their impact on your income and eventually your lifestyle.
Important Points:
(00:59) – Worst-Case Scenarios: Social Security, Long-Term Care
(01:47) – Top Concerns about Retirement: Unexpected Health Crisis, Outliving Savings, Costs of Long-Term Care, Stock Market Crash
(03:14) – Social Security Mistakes
(05:18) – Social Security: Spousal and Survivor Benefits
(08:00) – Retirement Income Strategies White Paper -- Download: https://bit.ly/1MWyQGf
(09:30) – Employer Pension Underfunding
(11:40) – Defined Benefit Plan
(13:23) – Pension Benefit Guaranty Corporation
(14:30) – Health Care Costs
(15:30) – Nursing Home Care, Long-Term Care
(17:46) – Premiums on Long-Term Care Policies
(19:12) – Market Volatility
(23:16) – Gifting Money for Roth IRAs
(24:01) – Pure Takeaway
If you would like to schedule a free assessment with one of our CFP® professionals, click here: https://purefinancial.com/lp/free-assessment/
Make sure to subscribe to our channel for more helpful tips and stay tuned for the next episode of “Your Money, Your Wealth.” http://bit.ly/2FDSfK2
Channels & show times: http://yourmoneyyourwealth.com
https://purefinancial.com
IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor.
• Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors. #YourMoneyYourWealth #YMYW #YourMoneyYourWealthTV
Видео Threats to Your Retirement Income S.5 | EP. 13 канала Your Money, Your Wealth
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23 декабря 2018 г. 20:00:03
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