Retirement Panic Button: 7 Ways to Avoid Hitting It

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61% of working Americans fear retirement more than death. How can you avoid this retirement panic? Let Joe Anderson, CFP® and Big Al Clopine, CPA, calm your nerves with seven practical plans for your income, spending, savings, and healthcare to put you on the path to an anxiety-free retirement.

Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management to thousands of people across the nation.

00:00 - Intro
02:04 - Retirement Income
03:00 - Retirement Spending
04:57 - Calculate your free Financial Blueprint
06:14 - True/false: Over 60% of Americans ages 50 plus are worried they won't have enough money for retirement
07:26 - Retirement Savings
10:34 - Healthcare
11:10 - Calculate your free Financial Blueprint
12:31 - Almost 50% of retirees don't use a formal withdrawal strategy, just taking out what they need as they go
12:53 - Prepare a strategy to draw down assets
14:40 - Prepare for sequence of returns risk
15:16 - Prepare for a phased retirement
15:42 - Imagine your ideal retirement
16:34 - Signs you're ready to retire
17:13 - I know creating a retirement plan will ease my anxiety but where do I start?
17:54 - Calculate your free Financial Blueprint

IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC, a Registered Investment Advisor.
• Pure Financial Advisors LLC does not offer tax or legal advice. Consult with your tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. As rules and regulations change, content may become outdated.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.
CFP® - The CERTIFIED FINANCIAL PLANNER® certification is by the CFP Board of Standards, Inc. To attain the right to use the CFP® mark, an individual must satisfactorily fulfill education, experience and ethics requirements as well as pass a comprehensive exam. 30 hours of continuing education is required every 2 years to maintain the certification.
AIF® - Accredited Investment Fiduciary designation is administered by the Center for Fiduciary Studies fi360. To receive the AIF Designation, an individual must meet prerequisite criteria, complete a training program, and pass a comprehensive examination. Six hours of continuing education is required annually to maintain the designation.
CPA – Certified Public Accountant is a license set by the American Institute of Certified Public Accountants and administered by the National Association of State Boards of Accountancy. Eligibility to sit for the Uniform CPA Exam is determined by individual State Boards of Accountancy. Typically, the requirement is a U.S. bachelor’s degree which includes a minimum number of qualifying credit hours in accounting and business administration with an additional one-year study. All CPA candidates must pass the Uniform CPA Examination to qualify for a CPA certificate and license (i.e., permit to practice) to practice public accounting. CPAs are required to take continuing education courses to renew their license, and most states require CPAs to complete an ethics course during every renewal period.

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