Name: RETIREMENT PLANNING STEPS YOU NEED TO KNOW 🤓
Uploaded: 2024-06-04T17:00:00+00:00
Duration: 5 min 2 s
Description: Learn the 3 steps to a successful retirement plan from your trusted Financial advisor, Dustin. Today we're going to cover three things that are essential for every retirement plan! 0:00 - 0:22 Getting

3 months ago

Finance Education Retirement planning retirement planner plan for retirement financial advisor wealth manager wealth planning financial financial planner wealth planner

Learn the 3 steps to a successful retirement plan from your trusted Financial advisor, Dustin. Today we're going to cover three things that are essential for every retirement plan!

0:00 - 0:22 Getting Retirement Ready in 2024
0:23 - 1:09 Calculating your retirement numbers
1:10 - 2:27 What does it mean to be retirement account-specific?
2:28 - 3:32 Be investment specific
3:33 - 4:30 Tax strategies and efficiency
4:31 - 5:02 What are some things you think should be considered for retirement planning?

Jazz Wealth Managers helps individuals and families achieve financial security through retirement planning and investing strategies. Our videos offer actionable guidance on navigating Roth IRA's, 401ks, IRAs, Social Security, and more. Whether you're approaching retirement or just getting started, learn how to make informed financial decisions for a prosperous future. Subscribe for more!

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