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

Retirement Planning During A Recession 🐻 : What You Need To Do😎! How to retire in a recession or what retirement will be like during a recession is a question that I have received multiple times recently. So I created this video for advice when retiring into a recession.   There are a few factors that you want to consider if you are going to retire into a recession:   1. Don't time the...

Can I Retire at 60 with $700,000 in Retirement Investing Accounts EVEN After A Divorce In this video, I wanna look at a 60-year-old divorced hopeful retiree asking the question can I retire at 60. She has $700,000 in retirement savings and retirement investing accounts.    We are going to look at her Social Security benefits especially social security benefits for ex spouses. We are also...

Retirement Planning During A Recession || Recession & Retirement Income Planning In this video podcast I want to talk about retirement planning during a recession. Retirement planning and retirement income planning are hard enough in normal times, but add in a recession and a market crash and now your retirement planning is even harder. **Free Retirement Download: The Roadmap to Retirement:**...

Can I Retire at 55 with $1,600,000 in Retirement Investing Accounts & Retirement Savings  In this video podcast I want to look at a 53 year old with a projected $1,600,000 in retirement investing accounts and retirement savings asking the question, "Can I retire at 55." **To schedule your virtual retirement and investment consultation with Drew, please select a day & time that works b...

3 Ways To Increase 📊 Your Retirement Income || Retirement Income Strategies & Retirement Planning In this video I want to talk about creating retirement income and how you can increase your retirement income with these retirement income strategies.  When you are doing your retirement planning and calculating out retirement income needed, looking at these three retirement income strategie...

You Are Too OLD To Save For Retirement 👨 How To Save For Retirement If You Are Older Can you be too old to save for retirement? Is there a certain age where retirement saving and retirement investing are out of reach? So how can a person balance saving for retirement, shorter time frame before retirement starts, and investing those dollars for retirement? Let's talk about saving for retirement wh...

How Social Security Benefits Are Taxed 💸 || Social Security Taxes Explained 🙌 Do I pay taxes on my social security benefits? How is Social Security Taxed? How are my Social Security benefits taxed? Is Social Security taxable?--These are just a few questions I want to address today in this Social Security Benefits and retirement planning video. **Free Retirement Download: The Roadmap to Retiremen...

Investment Strategy for 58 Year Old with $600,000 in Retirement Investments 💸 In this podcast, I want to show you a retirement investment strategy for a 58 year old with $600,000 in retirement savings and retirement investments. Full YouTube Video: https://youtu.be/z6l0G8kNOwY **Free Retirement Download: The Roadmap to Retirement:** 📊 https://yourfinancialekg.com/#download **To schedule your vir...

Is Social Security Going To Run Out Of Money 💰 Is Social Security going to run out of money? Is your Social Security benefit in danger of being cut, changed, or taken away? What year will Social Security run out of money? These are some of the questions I want to answer in this Social Security video and podcast. **Free Retirement Download: The Roadmap to Retirement:** 📊 https://yourfinancialekg....

2 Strategies for Creating Retirement Income 💸 Creating retirement income streams is something that every individual or family going into retirement wants to understand. It's the question of how am I going to get retirement income and where is that retirement income going to come from? **Free Retirement Download: The Roadmap to Retirement:** 📊 https://yourfinancialekg.com/#download **To schedule...

Roth Conversion Strategy for 60 Yr Old with $1,700,000 📈 In this podcast, I want to look at a 60 year old individual asking the question, “What Is a good Roth conversion strategy” and "Can I Retire?"  This is a unique retirement strategy because this soon to be retired person wants to look at IRA to Roth IRA conversion strategies as well as Retirement Income Strategies.  We also need to...

How To Protect Your 401k When The Stock Market Is Crashing 🤯 How can you protect your 401k from a stock market crash? What about all your retirement investments when the stock market crashes. Let's talk about 5 ways you can protect your retirement investments, retirement savings, 401k, IRA, Roth IRA, and other retirement assets from a stock market crash. **Free Retirement Download: The Roadmap to...

Can I Retire at 67 with $380,000 💸 in Retirement Investments & Savings? In this retirement income strategy podcast, I want to look at a 67 year old single female who is asking the question, "How long will my retirement savings last?" She is already collecting her social security benefits and a large monthly retirement pension from her old employer. I also want to examine inflation and how inf...

How To Retire Early: The One Investment You Need To Retire Early Are you wanting to Retire Early? Are you considering retirement at 45, 50, or 55 years old? Do you wonder how you can retire early and not be penalized for using your retirement investments as income in retirement? That is what this video is designed to walk you through. I want to show you the one investment account that you need in...

What is the best age to collect Social Security? 🧐 Retirement Income Strategy for Claiming Social Security Benefits 💸 In this podcast I want to discuss what is the best age to collect social security benefits. We are going to look at the basics of collecting social security benefits as well as a real world example of claiming social security benefits at 62 vs claiming social security benefits at...

Retirement Income Strategy for 56 Year Old with $1,800,000 💸 & Wanting To Start A Small Business 🏢 In this podcast, I want to look at a scenario for a 56 and 52 year old couple asking the question, Can I Retire with $1,800,000 in Retirement savings and retirement investments? Not only do they want to retire, but they want to retire and start a small business. We need to analyze their current...

How Long Will $1,000,000💰Last In Retirement? 🤔 How long will one million dollars last in retirement? That is what we are going to examine in this retirement planning and retirement income strategy podcast. I wanted to use one million dollars for our retirement investments analogy since that is the number so many individuals who want to retire are trying to accumulate in their retirement savings....

Retiring in 5 Years or less? 🤔 Listen to this now! In this podcast I want to talk about what you need to do if you are retiring or contemplating retirement in 5 years or less! Retirement planning is very important especially if you are retiring in the near future. You need to be aware of the pitfalls heading into retirement. Things like stock market volatility, social security claiming benefits,...

Retirement Income Strategy for 52 Year 👴 With $750,000 in Retirement Assets & Retirement Savings 💰  In this podcast we are going to look at a retirement income strategy for a 52 year old single male with $750,000 in retirement assets and retirement savings. He is considering retirement at two different ages, 55 or 59. His main concerns are social security or when to claim social securit...

How Much Will I Pay For Healthcare In Retirement?👩‍⚕️Plan For Rising Healthcare Costs in Retirement! In this podcast I want to talk about the rising costs of healthcare in retirement and how you can plan for the rising costs of healthcare in retirement. No retirement plan is complete without a deep dive into the costs of healthcare especially once an individual or family retires. **Free Retiremen...

Can I Retire at 55? How Much Do I Need To Save To Retire at 55? In this podcast I want to help answer the question, How much money do I need to save to retire at 55? We have looked at many can I retire at 55 scenarios, but never how much in retirement savings and retirement investments do I need to retire at 55. I also want to take into account inflation throughout retirement starting with retirin...

How Much Should I Have Saved For Retirement Based On My Age? Retirement Savings & Investing How much should I have saved for retirement? Or, how much money should I have in retirement savings and retirement investments based on my age. That is what we are going to look at today in this retirement planning scenario. At the end of this retirement podcast, I want to give you 3 ways that you can s...

Can I Retire at 50 with $1,500,000 in Retirement Savings? Retirement Planning at age 50. In this podcast lets go through a Can I Retire scenario for a 50 year old with $1,500,000 in Retirement Savings and Retirement Investments. His retirement concerns are when should I claim social security, how much retirement income should I spend, and what about taxes in retirement. We are going to address all...

Roth IRA vs 401k: Which Is Better For Retirement Investing and Retirement Savings?    In this podcast I want to discuss a Roth IRA vs 401k, which is better for your retirement savings and retirement investments, and how you can grow your retirement investments and retirement savings in both the Roth IRA and 401k. At the end of the podcast, I am going to compare the Roth IRA vs 401k side...

In this podcast I want to go over some sobering retirement statistics on why you may NEVER retire and 3 steps you can take today to get you back on the path of retirement. I believe that EVERYONE has the opportunity for financial freedom and retirement, it just takes hard work and commitment. I believe if you take these three important retirement steps, you can recognize your retirement dream! &nb...