Retiring In 3 Years or LESS? Watch This Video - Retirement Planning Investment Strategy

Retiring In 3 Years or LESS? Watch This Video - Retirement Planning Investment Strategy

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If you’re like a lot of our clients, you are trying to achieve a 10 out of 10 confidence level about your ability to retire - anything less than that is less than ideal, right? Well, if that’s true, then you can’t ignore this one important piece of your retirement plan: your retirement income withdrawal strategy.

Dave Zoller, CFP®

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00:00 Level 10 Confidence
00:25 2 Years out from retirement
01:49 What could he have done differently?
02:30 Order of Importance: Step 1
03:44 Step 2: The Income Plan
04:13 401k Allocation: One thing they could have done differently
05:32 Recap


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#retirement #howmuchtoretire #retirementplanning

MUSIC:
Stary Sky- Simon Grob
Subway Dreams- Dan Henig

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Disclosures: Securities offered through LaSalle St. Securities LLC (LSS), member FINRA/SIPC. Advisory services offered through LaSalle St. Investment Advisors LLC (LSIA), a Registered Investment Advisor. Streamline Financial Services is not affiliated with LSS or LSIA. LSS is affiliated with LSIA.