Title | : | Can I Retire at 55 With $1.1 Million? Live Case Study! |
Lasting | : | 18.09 |
Date of publication | : | |
Views | : | 41 rb |
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As a Kentucky fan, I have no reason to assume Kentucky can't lose this game We have some bad losses this year, as well as some great wins We'll see Comment from : @mabdman2140 |
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Plenty Comment from : @Djd271 |
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Watch the variables Youre highest earning years are in your 50s Health care deductibles doubled this year, and premiums are skyrocketing If you get ill, medical bills and prescriptions can railroad your savings Dont forget about vehicle replacement, your kids wedding, or a capital expenditure on your home Of if you have to take in an aging parent or a kid due to illness or a job loss Comment from : @tpc3416 |
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this is what Adderall looks like Comment from : @ChicosYouTube |
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70-75 in equities during retirement and you’re a “conservative planner” ???? LOL This is totally irresponsible and evidence that the bull market mani is in full effect Retired people should not have more than 25 in equities as you are trying to preserve principal ! Shame on you !! Comment from : @Deltium5683 |
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I disagree that it is “best for the client” to use the AUM model A true fiduciary would recommend a fee only model because a 1 AUM fee will reduce the end balance by hundreds of thousands if not millions of dollars As the balance goes up you aren’t getting more of the advisor’s time in proportion You are simply paying more for the same time If an advisor could demonstrate performance that would cover the fee and more that would be different but when Fisher called me they suggested average market returns, which I can get from a mutual fund for a 0015 fee A fee only advisor can provide the tax and withdrawal strategies Comment from : @rohans1789 |
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To achieve a secure retirement, aiming to save at least 15 of your income in a 401(k) is advisable Online tools can assist in calculating the best savings strategy for you, considering factors like age and income Consistently saving this percentage can help build your retirement fund effectively, thanks to the benefits of compound interest Comment from : @AnthonysMcGees |
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The percentage of people making it to 85-90 is like 3 Comment from : @dustybyram8849 |
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Advisors over 1 AUM is crazy I wouldn’t even go off a percentage anyway Just pay a flat fee and check in from time to time as the markets and taxes change Otherwise once you get set you usually are good to go for several years No need to pay $12,000 a year to manage a portfolio worth $1m They’re likely not saving you $12k annually Comment from : @edavis5451 |
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$140 per month with a 12 month required minimum commitment, so $13,680 for your services at right capital is that correct Comment from : @user-ty2uz4gb7v |
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I’ve retired at 55 but my wife will still work till 95 to make ends meet Comment from : @Oilerrocker |
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So far, Im not aware of any software that allows a client to take more money in the first (approx) 10 years of retiring when they are more active and as they get older less and less income because they may not be driving anymore (no car) no more vacations, etc can you allow for different income amounts thoroughout the clients retirement? Comment from : @gerard0l6569 |
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Amazing video, A friend of mine referred me to a financial adviser sometime ago and we got talking about investment and money I started investing with $120k and in the first 2 months , my portfolio was reading $274,800 Crazy right!, I decided to reinvest my profit and gets more interesting For over a year we have been working together making consistent profit just bought my second home 2 weeks ago and care for my family Comment from : @IbrahimIsabella-00 |
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Interesting video I have a similar portfolio but am single with no dependents I have a financial advisor, however we seem to talk only investments and not running numbers planning my ultimate goal of retiring Would like to see my situation broken down more as you have done here Thx for the video Comment from : @thehonestman26 |
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Of course you can Comment from : @richarddixon6352 |
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Hey Ari This is confusing since the case example is a $11M portfolio but the Root website immediate disqualifies anyone with less than a $2M to invest Could you explain that? Comment from : @all4fitz |
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I love these case studies And you have great suggestions on ideas to change numbers It helps me to think through our plan Comment from : @janethunt4037 |
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I hate all hte videos that say can i retire in “some amount of money”… its all bogus cause everyone has difffernt income needs so these types of videos are worthless… every couple is different…this vidieo might match 1 of actual people so its of no importacne Comment from : @leehaskins307 |
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Did you factor in SSN in your calculations? Comment from : @jesuisrobert808 |
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I like to know how a minister has that much saved 13 million, yes I'm included the 150k cash he has saved as well Comment from : @cutehumor |
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Ha live till 90! Mist middle-class males live till around 74 Comment from : @danielbowlds3873 |
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Any comments on why a future dollars scenario was not used for comparison? Comment from : @AeroRamer |
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You dufus you ARE in an awesome spot to retire with five million Comment from : @wendellhanes1 |
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Don't ministers have to take a vow of poverty? Comment from : @MrLopez746 |
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Uh This video was torture I need to lay down lol Comment from : @russrichards6685 |
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Great video, would love to hear your approach in a video to rate of return assumptions when markets are at all time highs, like the S&P500 today, versus when they are in correction or recovery periods Enjoy your content! Comment from : @andrew8970 |
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48 here, $2M in post-tax investment account, $650k in 401k/IRA I have a 3 bucket plan with my 401k/IRA focused on equity growth while my post-tax account is focused on dividend growth and current income My third bucket is $100k in money market/CDs My annual dividends in my post tax account are about $120k but my wife and I still have young kids Planning on retiring at 52 Comment from : @logicae4096 |
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Enjoyable case study I don’t mind the zooming in Comment from : @dforrest4503 |
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What if the dollar collapse ? Comment from : @paulr1 |
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Arie, could u share the dollar amount gained (annually and in total) as a result of the housing allowance here? brAnd, just a note that most ministers are greatly underpaid, and so this benefit just helps us be able to make it and continue serving ppl Comment from : @karenmcgovern3452 |
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Thanks for the case study The zooming in and out is very distracting Comment from : @seancue894 |
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Ari what age are you planning to retire at? Comment from : @lilsaint91 |
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