What does your net worth say about your retirement readiness? In this video, I break down net worth percentiles for ages 55–64 and show how they translate into sustainable retirement income. I’ll also reveal four key levers you can pull to improve your retirement outlook and share tips on aligning your savings, Social Security, and portfolio for financial success. Stick around to the end for a special offer to help you with your retirement planning at no cost!
00:00 Are you above average?
00:15 3 key takeaways for retirement
00:39 What is net worth?
00:50 Net worth percentiles breakdown
02:08 Translating net worth into retirement income
02:56 4 levers to improve your retirement
04:12 Special offer: Free retirement readiness help
How Much Do I Need To Retire in 2025?: https://youtu.be/MpjLu46ngqo?si=5oE4ksBmMt8kaN9n
Top 4 Retirement Myths: https://www.youtube.com/watch?v=Kny06ro6qOE&t=48s&ab_channel=JonathanBird%2CCFP%C2%AE
Farnam Financial, LLC is a RIA (Registered Investment Advisor). All content is educational-only. You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. This material is intended for educational purposes only. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost.
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