When someone asks “how much do I need to retire?”
The answer is actually 20 questions
• How much do you want to spend?
• What account types is your money in?
• What age do you want to retire?
• What is your risk tolerance?
• What other goals do you have?
100 downloads and counting for my podcast!
When I started this a couple months ago, the goal was simple: give people a smarter way to think about retirement before they get there. I am grateful for every listener and I hope you are learning something new with every episode!
Here's to many more!
Where my last 5 clients have come from:
- Saw a guy who has read my newsletter for 4 months at an engagement party & he wanted to set up a call
- A couple saw a Facebook post that my wife shared & wanted to talk
- He saw a shared Facebook post and looked at my website
- Referred by a family member of mine
- A co-worker
Just talked with a young guy: 24 & single.
Said he talked with a large firm last week and was told he needed to buy a whole life policy and they said it’s a “good savings account”
🤢
This Friday, my newsletter subscribers are going to receive a breakdown of the new Trump Accounts and how they differ from other savings vehicles for children.
If you would like to get on my email list, comment "Me" and I will add you! It is free!