Discover what I got wrong about retirement in this eye-opening video! Learn why money wasn't the hardest part—stress, slowing down, unexpected expenses and my flat spending assumption error. Find out why maximizing returns takes a backseat to safety, the importance of confidence to spend, and how no plan is perfect despite taking into account sequence of returns risk, high inflation, and black swan events like COVID. Don’t miss key insights on taxes and why planning is priceless for a secure retirement! #RetirementPlanning #FinancialFreedom #RetirementMistakes
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_*PLEASE STOP USING Spreadsheets!_ It falls way short optimizing every retirement factor*
Retirement Tool Link I reference and use and recommend -- Boldin (old name: New Retirement)
Free 2 week trial. $120/yr after. You will buy this after trying (I have purchased for 5 years ).
USE THIS LINK Please ---- https://go.boldin.com/joekuhn
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*Need a CFP to create your professional retirement plan for a one time fee?* I use Neil Fortwendel (812) 471-2492. Neil created my plan. Includes 12 months of coaching!. Check Neil out on Facebook and LinkedIn. Typical Cost: $3500. Your call will secure a free 20 minute call to see if you are a match.
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*DO NOT GO IT ALONE!!!!!!!*
*Money Pickle - FREE! use link to set up a FREE 45 minute dialog with a Financial Advisor*
No obligation. Get answers to your specific questions. Get an expert to look at your plan.
https://quiz.moneypickle.com/?utm_source=Joe%20Kuhn&utm_medium=YouTube&utm_campaign=Direct&utm_content=CTA
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*Want a CFP to review/evaluate you plan for $300?*
Donaldson Capital Management now provides this service to my viewers
LINK: https://contact.dcmol.com/financial-plan-consultation
Promoter Disclosure: https://leandrivenreliability9-my.sharepoint.com/:b:/g/personal/josephkuhn_leandrivenreliability9_onmicrosoft_com/EYaY6c8hzaZFqEEQeUeQA8sBp0Y5cA7OIZrBA9V4-6tYQw?e=P8ieDx
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*Want a Certified Financial Planner to review your plan for $300?* Accepting Clients NOW!!!
Defining Wealth now provides this service to my viewers at this special price.
Get
1:1 customized advice from a CFP® Professional to make sure you plan is on track for $300.
https://calendly.com/definingwealthpartners/financial-plan-review
Disclosure: https://docs.google.com/document/d/1kmg5HHJWJI7NhM6LyRNHyGS4cCxlh8NZRopA2LBa5xk/edit?usp=sharing
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https://youtu.be/EqZutxRckUw?si=dqz8JoLrcpfgjj9t
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Looking for a FINANCIAL ADVISOR - Assets under Management or one time plan creation. I use
Neil Fortwendel with Northwestern Mutual ph: 812 471 2492.
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Video by Lean Driven Reliability LLC
This video is not investment advice nor advice at all. For entertainment ONLY and reflects my personal story. Seek professional help to understand your unique situation.
Affiliate Disclosure: Most of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and purchase or set up a discussion. Nevertheless, I only recommend products or services that 1) I currently use or have used or 2) I believe can help the majority of people.
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