74% Failed This CRITICAL Retirement Income Question | Would You?

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According to the American College Retirement Income Literacy Study, 74% of near-retirees failed basic retirement income questions. In this video, I explain the #1 rule most people misunderstand - and how to design income that lasts as long as you do.
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CHAPTERS
00:00 Video Overview
01:56 Key Points Covered
07:45 The importance of Diversification
09:12 The Importance of Guaranteed Income
10:16 Really Understanding Sustainable Withdrawal Rate
11:49 Adjust Spending Dynamically
12:19 Plan Explicitly for Healthcare and Inflation
13:14 Review Your Plan (at Least) Annually
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Geoffrey Schmidt, CPA Bio:
Geoff Schmidt is a CPA who specializes in personal financial education for those approaching or in Retirement. Geoff spends 100% of this time on financial education through social media.


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Chapter Advisory, LLC (“Chapter”) is a private health insurance agency. In California, Chapter does business as Chapter Insurance Services (Lic. No. 6003691). Chapter is not affiliated with or endorsed by any government entity. While Chapter has a database of every Medicare plan option nationwide and can help you to search among all options, it has contracts with many but not all plans. As a result, Chapter does not offer every plan available in your area. Currently, Chapter represents 50 organizations which offer 18,601 products nationwide. You can contact a licensed Chapter agent to find out the number of products available in your specific area. Please contact Medicare.gov, 1-800-Medicare, or your local State Health Insurance Program (SHIP) to get information on all of your options. Enrollment in a plan may be limited to certain times of the year unless you qualify for a Special Enrollment Period or you are in your Medicare Initial Enrollment Period.
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Channel Disclaimer: this video is for educational and entertainment purposes only and is not meant to be a substitute for legal, accounting, tax, or professional advice. If you have any specific questions about any legal, accounting, tax or other professional service matter you should consult the appropriate professional services provider. Holy Schmidt! is not affiliated with the Social Security Administration, Centers for Medicare & Medicaid Services or any government agency.
A recent study shows that 74% of retirees failed a basic retirement income knowledge test, highlighting a major financial literacy gap. This video will cover their one big miss and other crucial retirement mistakes to help improve your personal finance understanding. Join me as we discuss essential retirement advice to ensure you're better prepared for your finances in the future.