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Take These 3 Simple Steps to Know When You Can Retire

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James Conole, CFP®

It can seem overwhelming when it comes to calculating whether or not you're in a position to retire.

In today's video you'll learn how to never run out of money. Social Security, Income, Taxes, Investments, etc.

These three numbers will tell you if you're in a strong position to retire, or whether or not there are strategies you can implement to help you get there.

00:00 Introduction
:58 Rules of Thumb Don't Apply
3:00 Know Your Expenses
5:16 NonPortfolio Income Sources
7:26 Portfolio Goal
8:51 Arbitrary Number
10:00 Working With Us

Learn the tips & strategies to get the most out of life with your money.

Get started today → https://www.rootfinancialpartners.com/

Subscribe to be notified for future videos:    / @rootfp  

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For more resources and content, check us out below!

Website // https://rootfinancialpartners.com/
Podcast // http://readyforretirement.co/
Instagram //   / rootfinancialpartners  
Facebook //   / rootfinancialpartners  
LinkedIn //   / 18347030  

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posted by uosti44