Retirement Financial Planning is one of the topics that are most important to people when they are planning for and thinking about retirement. We are often asked about what we use to help with our financial planning. In addition to a great financial planner, which we strongly advise people have, we also use a transformative tool called New Retirement. Today we are bringing the founder, Stephen Chen, to our channel today to share how this got started and how it can benefit you. #retirement_transformed #retirement #financialplanning #retirementplanning
CHAPTERS: 00:00 Introduction 00:24 New Retirement 01:41 Decumulation 03:55 How it can help with decumulation 09:20 Client size and plans 12:29 Payment and security 15:42 Features and tools 18:00 Stephen Chen's greatest achievement (at 90!)
🎁 [GET THE FREE RETIREMENT CHECKLIST] What you need to do one year before you retire https://bit.ly/RTchecklist
ABOUT RETIREMENT TRANSFORMED Husband and wife duo, Mark & Jody Rollins, inspire and serve as personal guides to meaningful, transformational journeys for individuals who are planning for, going through or are living in retirement. This is everything in retirement beyond your financial plan.
We are not financial advisors or medical experts. Any advice we give is our own and should not be taken as professional advice. This video is for informational and entertainment purposes only. Please seek professional assistance before making any financial decisions or changes that can affect your physical or mental health.
FTC: Some links mentioned above may be affiliate links, which means we earn a small commission if you buy a product from the specific link.
