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If you're looking to retire soon, then here's a step-by-step guide that will get you ready.
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Additional 3rd Party Links and Resources:
🔗️Retirement Income for Life: Getting More without Saving More (Second Edition): https://amzn.to/3tvIdVN
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TIMESTAMPS
0:00 - Understand your financial picture
0:41 - Consolidate your assets
2:27 - How much do you need?
3:48 - Build a plan
5:42 - Map out each account
7:04 - Government benefits
9:49 - Laddered income strategy
13:36 - Is there a better time to retire?
17:10 - Medical expenses
18:56 - Retirement bucket list
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DISCLAIMER: This presentation is for informational purposes only and should not be considered financial, investment, tax, or estate planning advice. All investments carry risk, and past performance does not guarantee future results. Any forward-looking statements are based on assumptions and may not reflect actual outcomes.
The content on this channel is for educational purposes only and does not provide specific investment or planning recommendations. Viewers should consult a qualified professional for retirement, tax, or estate planning guidance. Parallel Wealth and Adam Bornn are not responsible for any decisions made based on this content.