Create the ULTIMATE Retirement Plan: 8 Steps to Retirement Ready!

Secure your financial future with our comprehensive guide to retirement planning. This video outlines 8 essential steps to achieve financial independence and enjoy a worry-free retirement.

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0:00 Intro
0:46 Solving For Years 1-3
2:11 Where do you withdraw from first?
2:43 Rule of 72(t) explained
3:11 Strategizing withdraws
3:30 Tax strategy for the rest of your life
4:47 What about years 4-10 & 10+?
7:45 Quick chat about bonds
8:12 Roth conversions early in life
9:45 Planning for ACTUAL goals
11:27 Social security & Medicare planning
13:40 Recent tax proposals and tax on unrealized capital gains
15:26 Eric had to get his joke in
15:51 Marriage and combining finances or keeping separate.
26:00 Elevator music
26:20 Fiduciary Financial Advisors