How Much Money Do You Need to Retire in 2026?
Автор: Your Money, Your Wealth
Загружено: 2025-07-15
Просмотров: 7913
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🔵 Free financial resources & episode transcript: https://bit.ly/ymyw-538
🔵 Take the Retirement Pop Quiz: https://purefinancial.com/lp/retireme...
🔵 Watch • Retirement Pop Quiz: 18 Questions to Get Y...
🔵 Download the Retirement Readiness Guide: https://purefinancial.com/white-paper...
🔵 Request your copy of Jonathan Clements' latest book on Kindle: https://purefinancial.com/why-pure/co...
🔵 Watch • "The Payoff is Huge": Jonathan Clements’ F...
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00:00 - Intro: This Week on the YMYW Podcast
01:03 - Can “George and Weezy” Retire in 2026 or Earlier With Deferred Compensation? (IL)
12:17 - Retirement Pop Quiz, Download the Retirement Readiness Guide
13:02 - Should I Move With Work, Take a Break, or Retire Now? Be Brutally Honest (Jenn, OH)
17:43 - Can I Stay Retired at Age 52? Should I Convert Retirement Savings to Tax-Free Roth? (Seth, Montana, AI voice)
24:34 - Ask Joe & Big Al for your Retirement Spitball Analysis, Schedule a Free Financial Assessment
25:30 - Are REIT ETFs a Good Way to Get Into Real Estate Investing? (Leon, Chicago - voice)
33:56 - Jonathan Clements - free Kindle book and interview
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 As rules and regulations change, content may become outdated.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.
#retirementplanning #taxplanning #rothconversion
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