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Exactly How Much Should You Save for Retirement

James Conole, CFP® 22 views

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I’m confused when it comes to many of your videos Why do you not address tax implications on social security? Yes there was one recent post but most of the “HNW” clients out there will be taxed on SS as well as other sales Full disclosure I’m in your business and have been for decades Not ragging on your approach…simply wondering why you generally leave it out I understand everyone has a different situation but addressing TS issue does affect a plan
Comment from : @andyschwertfeger7931

“Invest for retirement”
Comment from : @brandotex

question on Calculator Don't you need to know age of retirement , years to retirement, and life expectancy to calculate this?
Comment from : @docflyer4001

I love the balance of saving for the future, but also living for today I don't think people regret spending money on good experiences while they can
Comment from : @WesterElias

Don’t just save for retirement—invest for it A well-planned portfolio ensures you have something to retire to, not just from"
Comment from : @JMRecordz

One of the biggest challenges in retirement planning is having all of these levers that DRASTICALLY change the chance of success It can make it feel like a game, or give the impression that if I mess up just 1 thing, a good plan turns into a total failure!
Comment from : @timduffin5600

Great content! Thanks! Can’t find the excel worksheet on the description Can you link it here?
Comment from : @juliogamarra4365

Hi James This is a great video I'm a long subscriber and I love this channel One thing you didn't account for in this video and I don't see you mention enough in general is the projected health care expense Clearly, this is not same for everyone, but can you do a video on this, perhaps reviewing what Medicare cover, what it doesn't, how much additional health care expense may be either necessary or "reasonable" for the average person and how this impacts the planning Will that be possible? THANK YOU SO MUCH
Comment from : @sagig72

Thanks I have the same s/s type I created to project I also realized a good rule of thumb is to have 10x your income in saving at age 60
Comment from : @fr9714

Hi James, how's it going? The link to the Monthly Savings Calc spreadsheet I do not see in the description Yet Have a great rest of the weekend and thanks for the video
Comment from : @tomasGerardoRomeo