In a previous video, we overviewed the four primary purposes for your retirement money. If you missed it, I suggest that you watch it here to give you some context for this video: … [Read more...]

In a previous video, we overview the four primary purposes for your retirement money. If you missed it, I suggest that you watch it here to give you some context for this video: … [Read more...]

In a previous video, we overview the four primary purposes for your retirement money. If you missed it, I suggest that you watch it here to give you some context for this video:   FOUR FINANCIAL TOOLS OVERVIEW VIDEO   In today's blog, I will talk more about the second purpose of retirement money, covering your income gaps. Quantifying how much is enough for this bucket depends on several factors:   What is the amount and length of your income gaps? Will you use … [Read more...]

In a previous video, we overview the four primary purposes for your retirement money. If you missed it, I suggest that you watch it here to give you some context for this video: FOUR FINANCIAL TOOLS OVERVIEW VIDEO In today's blog, I will dive a little deeper into the first purpose of retirement money, liquidity. How much is enough to put into this “bucket” and how does it get replenished over time? HOW MUCH IS ENOUGH FOR LIQUIDITY VIDEO If you have any questions about liquidity in retirement … [Read more...]

One of the most important skills in retirement is determining what to do with each dollar. The reality is, there are only four things you could do with each dollar, and so it is vitally important to understand what these four tools are so that you can make effective decisions on how to allocate your assets. In today's video we will overview the 4 Financial Tools: [embedyt] https://www.youtube.com/watch?v=fETHVEC9slc[/embedyt] Feel free to contact me if you have any questions. … [Read more...]