Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning

In this video podcast I want to talk about how you can save the retirement money you need for the retirement income you want.  We are going to discuss a specific retirement strategy that will help you in your retirement planning and financial planning no matter what age you want to retire. **Free Retirement Download: The Roadmap to Retirement:** 📊 https://yourfinancialekg.com/#download ❌ **...

A Guide to Retirement Planning at 50 In this retirement planning at 50 video, we are going to look at a guide to retirement planning in your 50s. I want to look at some of the most important retirement planning aspects that you need to consider if you are close to retirement. **Free Retirement Download: The Roadmap to Retirement:** 📊 https://yourfinancialekg.com/#download ❌ **Please make sure yo...

It is possible to retire at 55 with $1,000,000 saved for retirement, depending on a variety of factors such as your expected expenses in retirement, the age at which you begin receiving Social Security benefits, and the type of lifestyle you want to have in retirement. Let's discover that together! **Free Retirement Download: The Roadmap to Retirement:** 📊 https://yourfinancialekg.com/#download...

Can I retire at 53 with $900,000 saved for retirement? Is 53 too young to retire? What about retirement income before claiming Social Security benefits? If I can't retire at 53 what about retiring at 55 or retiring at 60? **Free Retirement Download: The Roadmap to Retirement:** 📊 https://yourfinancialekg.com/#download ❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Pla...

In this video I want to look at retirement planning for a person with $700,000 saved for retirement in various retirement savings accounts. The catch, he is trying to retire at 60 during a stock market crash. **Free Retirement Download: The Roadmap to Retirement:** 📊 https://yourfinancialekg.com/#download ❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Inve...

In this video podcast, we are going to look at a retirement planning for someone with $1,500,000 saved for retirement.   They are concerned about losing their retirement savings in the stock market and running out of retirement income in retirement. **Free Retirement Download: The Roadmap to Retirement:** 📊 https://yourfinancialekg.com/#download ❌ **Please make sure you talk with your...

In this video, I want to discuss the worst retirement investment for your 401k, IRA, or Roth IRA. What is this retirement investment? Target Date Funds.  ❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. Non...

In this video, I want to look at a retirement planning scenario for a couple with $1,400,000 in retirement investing accounts. They are asking the question, "Can I Retire?" **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://calendly.com/pearlwealthgroup/discoverycall ** ☎️ ❌ **Please make sure you talk with...

How To Retire Early 🙌 || Follow This Early Retirement Strategy! 📈 In this podcast, I want to discuss early retirement and how you can start planning to retire early no matter how old you are or what age you want to retire. **Free Retirement Download: The Roadmap to Retirement:** 📊 https://yourfinancialekg.com/#download **To schedule your virtual retirement and investment consultation with Drew,...

Roth IRA or 401k? Which is better for saving for retirement and then using it for retirement income? In this video we are going to do a deep dive into what is a 401k, what is a Roth IRA, and which is the BEST for saving for Retirement! **Free Retirement Download: The Roadmap to Retirement:** 📊 https://yourfinancialekg.com/#download ❌ **Please make sure you talk with your CPA, Financial Advisor,...

Can I Retire at 51 with $809,000 in Retirement Savings? In this video, I want to do retirement planning for a 51-year-old who wants to retire early with $809,000 in retirement savings. We need to figure out retirement income strategies, how long before claiming Social Security benefits, and will this retirement income plan actually work. **Free Retirement Download: The Roadmap to Retirement:** 📊...

BEST Roth IRA Conversion Strategy for Retirement Planning || Roth Conversion Fully Explained In this podcast, I want to discuss a Roth conversion strategy that will help you maximize the amount of dollars you are trying to convert from IRA to Roth IRA. **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works best for you: https://calend...

This Will RUIN Your Retirement || Don't make this Retirement Mistake! A new survey by Morgan Stanley shows that 62% of respondents have lowered or stopped their retirement savings contributions. Don't make this retirement mistake! **Free Retirement Download: The Roadmap to Retirement:** 📊 https://yourfinancialekg.com/#download ❌ **Please make sure you talk with your CPA, Financial Advisor, Retir...

How To Retire at 55 with a 72T || Retire Early & Avoid Penalties In this podcast, I want to talk about retiring early with a 72T. This podcast will help you understand what retirement looks like under the age of 59 1/2 and how you can retire and use your retirement investments for income without paying a penalty. **Free Retirement Download: The Roadmap to Retirement:** 📊 https://yourfinancial...

Can I Retire at 60 with $700,000 in Retirement Savings? Retirement Planning for singles In this video I want to do retirement planning for singles. I have a 60 year old individual with $700,000 in retirement investments and retirement savings. He is asking the question, Can I Retire. **Free Retirement Download: The Roadmap to Retirement:** 📊 https://yourfinancialekg.com/#download ❌ **Please make...

Can I Retire at 58 with $1,500,000 in Retirement Savings? Retirement Planning & Retire at 60 In this video we are going to look at a 58 year old couple asking the retirement question, Can I Retire? They have $1,500,000 in retirement investments and retirement savings and want to understand their retirement income plan. **To schedule your virtual retirement and investment consultation with Drew...

Avoid Penalties on EARLY IRA Distributions || How to avoid penalties on early IRA Distribution. Are you considering early retirement or a retire early income strategy?  Maybe you are asking the question, can I retire or can I retire at 55?  If you are thinking about retirement anytime before age 59 1/2 you have to understand IRA distribution options and IRA penalties. **To schedule your...

Retire Early at 55 with $2,000,000 in Retirement Savings In this video podcast, I want to look at a couple who is asking, "Can I Retire at 55 with $2,000,000 in retirement savings and retirement investing accounts?" They are wanting to know, how to retire early in 2022 and what exactly is retirement planning at 55.    We are going to look at different retirement expenses as well as finan...

Should I Rollover My 401k to IRA 🤔 In this video, I want to talk about rolling over your 401k to an IRA Rollover and if that makes sense for your retirement planning.   I want to look at the pro's to rolling over a 401k and also the con's to rolling over a 401k. When you should rollover your 401k to an IRA and when you should NOT rollover your 401k to an IRA. **Ready to get your persona...

Save $1,000,000 for Early Retirement || How to Save One Million Dollars For Retirement How long does it take to save one million dollars for retirement? Once I have saved one million dollars for retirement, what do I do with my retirement savings? How can you save one million dollars for retirement? **To schedule your virtual retirement and investment consultation with Drew, please select a day &a...

3 HUGE Roth IRA MISTAKES That Can Cost You Thousands! In this video podcast, I want to talk about Roth IRA mistakes that you could be making that could cost you thousands of dollars and tax dollars in retirement. **Free Retirement Download: The Roadmap to Retirement:** 📊 https://yourfinancialekg.com/#download **To schedule your virtual retirement and investment consultation with Drew, please sele...

Retiring In 2 Years or Less? Listen To This Now! In this video I want to talk about what you need to be doing if you are considering retirement or early retirement in the next 2 years. If you want to make sure your retirement planning keeps you in retirement, then you need to follow specific retirement steps before taking the plunge into your retirement journey.   **Free Retirement Download:...

Retire at 55  🙌  || How Much You Need To Retire Early at 55! In this video I want to look at a scenario for someone who wants to retire at 55 and asking the question, how much in retirement savings and retirement investments do I need to retire early? **Free Retirement Download: The Roadmap to Retirement:** 📊 https://yourfinancialekg.com/#download **To schedule your virtual retirement...

Can I Retire at 55 🤔? Retirement Planning To Retire Early 🙌 ! Can I retire at 55 with $1 million? What do I need to know if I want to retire at 55? What factors need to be considered when thinking of retirement especially early retirement? Can I Retire on one million dollars? These are the questions we are going to answer on this retirement planning video. **Free Retirement Download: The Roadmap...

RETIRE EARLY at 49 with $1,800,000 in Retirement Investing Accounts: How To Retire Early In this video, I wanna go through a scenario of a 49 year old individual wanting to retire early with $1.8 million in his retirement investing accounts.    This is going to be a different retirement scenario because this individual is too young to retire with the rule of 55 and we want to avoid the r...