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Navigating the transition to retirement can be daunting, but with a well-structured financial plan, it's possible to approach this phase of life with confidence and clarity.
In this case study, Anthony reveals the financial journey of Peter and Amanda, a couple on the brink of retirement, and explores how they crafted a robust plan to achieve their retirement goals.
If you would like to talk with us about creating a financial plan like this for you, call us at (619) 282-3288 or schedule online [ Ссылка ]
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✍ SHOW NOTES & RESOURCES ✍
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- Social Security: Start at Age 62 or 70? [ Ссылка ]
- How Can I Avoid Capital Gains Tax in Retirement: [ Ссылка ]
- Where Should I Take Money From First in Retirement?: [ Ссылка ]
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✅ LEARN ABOUT HOW WE CAN HELP YOU THROUGH RETIREMENT ✅
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This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you.
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0:00 - Intro
1:04 - Meet Peter and Amanda
1:36 - Balance sheet
2:12 - Goals
2:46 - Income
3:46 - Savings
4:29 - Expenses
9:50 - Financial plan projections
16:58 - Cash flow report
18:24 - Key planning considerations
