Скачать или смотреть A Step by Step Guide to Retirement Planning

Planning for retirement doesn’t have to feel overwhelming. In this video, Cary Green, financial advisor and co-founder of Green Era Financial, walks you through a clear, step-by-step guide to building a successful retirement plan. From setting your vision and estimating expenses to optimizing Social Security, taxes, and healthcare, Cary breaks it all down into practical, easy-to-follow steps.

You’ll learn how to create a smart withdrawal strategy, align your investments with your goals, avoid costly Medicare mistakes, and keep your plan on track with regular reviews. Whether you’re a few years away from retirement or already in the planning stage, this guide will give you the confidence and clarity you need to build a retirement that works for you.

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Work with us → https://www.greenerafinancial.com

Check out our Green Era Financial YouTube channel →    / @greenerafinancial  

Meet with Cary directly → https://calendly.com/greenerafinancia...

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⏱Video Chapters⏱
00:00 - Intro
00:26 - Step 1: Get Clear on Your Retirement Vision
00:47 - Step 2: Estimate Your Expenses
01:15 - Step 3: Know Your Income Sources
01:40 - Step 4: Build a Withdrawal Strategy
02:14 - Step 5: Optimize Social Security Timing
02:43 - Step 6: Plan for Taxes in Retirement
03:24 - Step 7: Review Healthcare and Medicare Decisions
04:18 - Step 8: Align Your Investments With Your Plan
05:07 - Step 9: Update Your Estate Plan
05:33 - Step 10: Monitor and Adjust Every Year
05:57 - Bringing It All Together

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Green Era Financial LLC (“Green Era Financial”, “Green Era”) is a registered investment advisor offering advisory services in the State of Florida and in other jurisdictions where exempted. Green Era Financial LLC is not affiliated with or endorsed by the Social Security Administration or any other government agency. Registration does not imply a certain level of skill or training. The presence of this channel on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Green Era Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All content on this channel is for information purposes only. Opinions expressed herein are solely those of Green Era Financial and our editorial staff, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. This content is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication of future results. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital. All information or ideas provided should be discussed in detail with a licensed financial advisor, accountant or legal counsel prior to implementation.

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