Uncover answers to 10 essential retirement questions, from stress-testing your budget to redefining your purpose. Learn expert tips to manage finances, avoid spousal friction, and build a fulfilling post-work life. Watch now to master your retirement plan and thrive!
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🔴 *STOP USING Spreadsheets! Plan with Confidence like I do with Boldin Software*
(old name: New Retirement). What is best time for you to take Social Security? Create a Tax Plan. What are your chances of success? AI suggested improvements. Free 2 week trial; then $14/mo You will buy this after trying (I have purchased for 5 years ).
USE THIS LINK Please ---- https://go.boldin.com/joekuhn
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🟢 *DO NOT GO IT ALONE - Retire with Confidence! Stress Less!*
*Money Pickle - set up a FREE 45 minute dialog with a Financial Advisor
No obligation. Get answers to your specific questions. Example: When should I take SS? What rates of return and inflation numbers should I use? Did I make a mistake?
https://quiz.moneypickle.com/?utm_source=Joe%20Kuhn&utm_medium=YouTube&utm_campaign=Direct&utm_content=CTA
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🔵 *Certified Financial Planner Review of your plan -- $300*
Send your plan for a review and then spend 1 hour with a CFP professional to identify strengths and opportunities. *Donaldson Capital Management*
Sign up with this LINK: https://contact.dcmol.com/financial-plan-consultation
Promoter Disclosure: https://leandrivenreliability9-my.sharepoint.com/:b:/g/personal/josephkuhn_leandrivenreliability9_onmicrosoft_com/EYaY6c8hzaZFqEEQeUeQA8sBp0Y5cA7OIZrBA9V4-6tYQw?e=P8ieDx
Comprehensive Financial Plans - $4500
Includes a tailored plan plus 12 months of coaching and investment management for up to $300,000 AUM. *Free Call* to see how they can help you: (812) 421- 3211
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🪙 *Certified Financial Planner review of your plan for $300?* (NOT ACCEPTING NEW CLIENTS due to overwhelming demand at this time)
Defining Wealth now provides this service to my viewers at this special price.
Get 1:1 customized advice from a CFP® Professional to make sure you plan is on track for $300.
https://calendly.com/definingwealthpartners/financial-plan-review
Disclosure: https://docs.google.com/document/d/1kmg5HHJWJI7NhM6LyRNHyGS4cCxlh8NZRopA2LBa5xk/edit?usp=sharing
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📞 *Need a CFP to create your professional retirement plan for a one time fee?*
I use *Neil Fortwendel* (812) 471-2492. Neil created my plan. Includes 12 months of coaching!. Check Neil out on Facebook and LinkedIn. Special Cost to my viewers: $3500 (unless your situation is complex beyond the norm). Your call will secure a free 20 minute call to see if you are a match.
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Most Popular VIDEOS
*Health Insurance before Medicare* https://youtu.be/KPs4RXOOS64
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*How I fill my buckets* https://youtu.be/vKMGjb1Myv0
*How I document my retirement plan* https://youtu.be/aYmiXTmZAms
*What I have learned from 300 retirement coaching clients* https://youtu.be/EqZutxRckUw?si=dqz8JoLrcpfgjj9t
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Video by Lean Driven Reliability LLC
This video is not investment advice nor advice at all. For entertainment ONLY and reflects my personal story. Seek professional help to understand your unique situation.
Affiliate Disclosure: Most of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and purchase or set up a discussion. Nevertheless, I only recommend products or services that 1) I currently use or have used or 2) I believe can help the majority of people.
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