Retirement 103: Can I retire? | “How much I have saved” vs “How much I spend” | Retirement Planning
In our series on retirement, I’m perplexed by the focus on How much I have saved versus how much I spend? It is true the more I have saved will reflect on what type of retirement I will enjoy. But I believe our primary focus should be on my expenses first and foremost.
Retirement 102: I’m 54 with $750K. Can I Retire At 67 with an Income of $12K/Month?
Do I have enough money to retire today? I’m going to talk about a couple in their early 50s with $750,000 in investable assets and a projected monthly income need of more than $12,000 once they retire, but no pension from either of their employers.
62 Divorced & $300,000 saved, Can I make it in retirement? Real-Life Examples of Retirement Planning
Retirement Planning: How much money do I need for a successful retirement? It appears to be a logical question, but it is impossible to answer. It is similar to asking, “Did the chicken or the egg come first?” We need to know what our shortfall from expenses is compared to our income, not how much money we have.
What is Jade Lizard Hybrid? | How does it helps to survive today’s crazy market?
https://youtu.be/KuRoCcSapig How about a cool idea for today’s crazy market? As I’ve said many times before, giving you great ideas is what sets us apart, so if you’re patient and take some notes, I think you’ll like this one. It’s called a jade lizard hybrid, and that alone should keep you focused on staying with […]
What is the Best Time to Invest in Today’s Market?
https://youtu.be/sA6d3KYt_8k Investment Management: What is the Best Time to Invest in Today’s Market? | Georgia Advisory Group There’s no better time to Invest than Today, I’ve never seen anything like it in 40 years in the financial industry so much negativity and I believe it has to do with the political climate we’re in today […]
Woke in the Financial Industry
https://youtu.be/hKNs1Ddec-8 “Woke” in the Financial Industry. Look, let’s get real as they say in this “woke” environment, it seems that we continue to redefine the meaning of words where evil is good and good is evil. This is now taking place in the Financial Markets, where we see words like the judiciary, asset allocation, institutional […]
Annuities: Do Zero-Risk Investments Exist?
https://youtu.be/U10UEcvIGF4 Do “zero-risk” investments exist?With the equity markets in turmoil, where can I hide and focus solely on fixed returns, and what money is best placed in those types of investments? Hello again! I’m Dave Duley with Georgia Advisor Group, a full-service wealth planning firm located in Alpharetta, Georgia. Do us a favor. If you […]
Proactively Patient In Today’s Market
https://youtu.be/FCJS15TgTMI Proactively Patient in Today’s MarketsIt seems every day we continue to see negative news in the markets, and the knee-jerk reaction is to do something, anything. Let me take a few short minutes to tell you some easy things to consider when we’re in for a bumpy ride ahead. Hello again, Dave Duley is […]
Annuities: Do Zero Risk Investments Exist? – Georgia Advisory Group
Estate Planning for Retirement: Prioritize Your Needs | Important Points for Estate Planning
The typical first meeting with an advisor usually begins with how many accounts do you have? and the value of those accounts, or what is your current income and expenses?
3 Easy Steps For A Successful Retirement – Georgia Advisory Group
https://youtu.be/i_0L4P9njNk We talked last time about how timing is everything when it comes to retirement and how to ensure your success over the long haul. Did you know that 10,000 people in North America will retire today while you’re watching this video, and 10,000 people every single day for the next 10 to 15 years? […]
