Tag: interview

Rethinking Retirement: Advice to those thinking of retiring

Jason 0 Comments May 3, 2024 Retire Wealthy Retirement Planning Tips for Retiree's

ONCE AGAIN. >> IT'S TIME FOR RETHINKING RETIREMENT WITH MARVIN MITCHELL, FOUNDER AND PRESIDENT OF COMPLEX RETIREMENT SOLUTIONS. HAPPY HOLIDAYS TO YOU. HAPPY HOLIDAYS THE GREAT TIME OF YEAR. MANY OF OUR VIEWERS SPENDING MORE TIME WITH THEIR FAMILIES THINKING ABOUT THOSE MEMORIES AND AND WANTING TO SPEND MORE TIME AND WONDERING, WELL, MAYBE I NEED TO SPEND EVEN MORE TIME WITH MY FAMILY. THAT'S GOOD. THINKING ABOUT RETIREMENT. WHAT ADVICE WOULD YOU GIVE SOMEBODY ON MAKING THAT DECISION AT THE RIGHT TIME TO RETIRE >> YEAH, I MEAN, YOU'RE ABSOLUTELY RIGHT. I MEAN, WHEN YOU SPEND TIME WITH THE FAMILY, YOU START TO REALIZE, MAN, I WISH I HAD MORE THAT I WAS KIND OF LIKE WHAT HAPPENED WHEN PEOPLE WERE FORCED TO STAY HOME AND THEN IT WAS TIME TO GO BACK TO WORK.

AND A LOT OF PEOPLE WAS LIKE A KIND OF LIKE STAYING HOME. SO A LOT OF PEOPLE LEAVE QUIT THEIR JOBS OR SOME PEOPLE BECAME ENTREPRENEURS. WELL, IT'S KIND OF THE SAME THING WITH RETIREMENT. SO I WOULD SAY BEFORE YOU DO SO WE WANT TO MAKE SURE THAT YOU DO WITH A PLAN. NOW, ONE OF THINGS THAT YOU NEED TO DO IS THAT I WILL RECOMMEND YOU GET AN INCOME PLAN. THAT INCOME PLAN IS GOING TO HELP YOU WITH 3 AREAS. NUMBER ONE, WHEN YOU RETIRE, YOU WANT TO RETIRE? WITH COMFORT. OKAY. THAT MEANS YOU WANT TO KNOW. DID YOU CAN STAY RETIRE WITH DIGNITY AND NOT BE FORCED TO GO BACK TO WORK WHEN YOU REALLY DON'T WANT TO. WE ALSO WANT YOU TO BE CONFIDENT AND CONFIDENT COMES BY KEVIN CLARITY, CLARITY REALLY ONLY COMES BY HAVING A PLAN AND YOU ALSO WANT TO HAVE CONTROL OVER YOUR RETIREMENT, WHICH MEANS YOU DON'T NEED A DICTATOR.

AS A FINANCIAL ADVISOR, YOU REALLY NEED SOMEBODY IS GOING TO TAKE ABOUT A HAND HEMP. YOU HAVE MAKE THOSE DECISIONS AND NOT FORCE ANYTHING UP ON YOU. SO FIRST THING I WOULD TELL US TO HAVE A GOOD PLAN, RIGHT? AND PART OF THAT PLAN INCLUDES HEALTH INSURANCE, WHICH IS SO CRITICAL IN RETIREMENT. MANY PEOPLE DON'T RETIRE BECAUSE THEY THINK THEY HAVE TO BECAUSE THEY HAVE TO PAY A LOT FOR HEALTH INSURANCE. FIRST OFF, THERE ARE WAYS TO MINIMIZE OR HEALTH INSURANCE. IN FACT, WE HAVE AN ENTIRE DIVISION THAT HELPS YOU OUT WITH YOUR HEALTH CARE IN OUR COMPANY, MEDICARE, ALL OF THOSE THINGS, BUT ALSO PUT INTO PERSPECTIVE. LET'S SAY YOU HAVE A MILLION DOLLARS AND YOU HAVE ENOUGH TO RETIRE ON. YOU DON'T RETIRE BECAUSE OF HEALTH CARE. IF YOU DO THE MATH SAID ONLY COST YOU 27,000 OVER THE NEXT 5 YEARS. IS PAID $27,000 OUT OF A MILLION DOLLAR PORTFOLIO. KEEPING YOU FROM RETIRE AND SPEND TIME WITH THE FAMILY. SOMETIMES IT MAKES SENSE JUST TO PAY FOR IT RIGHT.

YOUR TIME IS WORTH MUCH MORE THAN $20,000. THINK OF IT THAT WAY. SO DON'T LET THAT STOP YOU FROM RETIRE. AND IF YOU FEEL THAT IS THE RIGHT TIME TO RETIRE, RIGHT? AND YOU CAN GET MUCH MORE DETAILED INFORMATION FOR FREE OR FROM MARTIN'S BOOK. YEAH. MY BOOK RETIRE EARLY. THE 9 CRITICAL DECISIONS WILL RETIRE BEFORE 65 SOME OF THOSE THINGS. WHEN SHOULD I RETIRE? SHOULD I PAY OFF MY HOUSE? WHAT SHOULD I DO WITH MY 4 O ONE K SHOULD HAVE A STATE PLAN TO AVOID PROBATE. ALL OF THOSE QUESTIONS ARE ANSWERED IN MY BOOK. RETIRE EARLY. DO YOURSELF AN EARLY EARLY HOLIDAY. GIVE YOURSELF A HOLIDAY GIFT AND GET THIS BOOK RETIRE EARLY TONIGHT, CRITICAL DECISIONS BY GOING TO RETHINK IN RETIREMENT DOT NET AND GET GET MORE THAN ONE. THEY'RE GOOD STOCKING STUFFERS GIVE THEM TO .

As found on YouTube

Retirement Planning Home