Happily Ever After in Retirement? | YMYW Extra - 3
Your Money, Your Wealth · Your Money, Your Wealth
Audio is streamed directly from the publisher (dts.podtrac.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Cinderella and her Prince Charming have a nest egg of $2.3 million and are hoping for retirement income of up to $150K/year. When can they afford to retire? How should they coordinate paying for some big purchases, paying off debt, and collecting Social Security benefits as they plan for retirement?
While Joe Anderson, CFP® and Big Al Clopine, CPA each take some much-needed vacation time, YMYW producer Andi Last enlists the help of senior financial advisor Jack Dugan, CFP®, from Joe and Big Al's team of experienced professionals at Pure Financial Advisors in San Diego, to spitball on whether Cindi and her prince can live "happily ever after" on YMYW Extra number 3. Free financial resources and transcript: https://bit.ly/ymywe-3
Watch the video of this spitball! https://youtu.be/zmmCuxEsHiA
Retirement Income Strategies Guide - free download
Request your own Retirement Spitball Analysis
YMYW Extra on YouTube | Guides | Blogs | Educational Videos | YMYW Newsletter
Schedule a free financial assessment
Timestamps:
00:00 - Intro
02:28 - Cinderella and Prince Charming's Cars, Drinks & Pets
03:38 - How Much Retirement Income Can They Realistically Expect?
14:05 - How to Pay Off Major Purchases?
15:35 - Other Retirement Savings Strategies