Retire Before Mom Dad Financial Ebook

In today's video, we learn about one viewer's experience with an advisor and cover 9 topics to find out if the advice was good or bad. Resources From Video https://www.annuity.org/annuities/annuity-calculator/ https://opensocialsecurity.com/ 0:00 Intro 3:08 Five Years from Retirement 4:34 Setting Your Asset Allocation 8:30 Sequence of Returns Risk 11:20 CDs 13:39 Deferred Fixed Annuity 18:58 The Advisor's Incentive Structure 20:31 2022 22:18 Taxes 23:31 Inflation *Join the Newsletter. It's Free:* https://robberger.com/newsletter/?utm_source=Rob+Berger&utm_medium=ATF+Link&utm_campaign=Newsletter&utm_id=YouTube *Financial tools I use:* *I track all of my investments, performance, fees, and asset allocation with Empower. It's Free:* https://go.robberger.com/empower/yt- *I use Monarch Money to manage our budget:* https://go.robberger.com/monarch-yt/yt-desc *My retirement plan comes from Boldin, the most robust retirement planner available at a reasonable cost:* https://go.robberger.com/boldin/yt- *I used Capitalize for my last 401(k) rollover. They did all of the work, and it's Free:* https://go.robberger.com/capitalize/yt- *My Book (Retire Before Mom and Dad):* https://amzn.to/4d9qbhA #retirement #investing #robberger ABOUT ME While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. I've since sold my websites, bought them back, and started a new website and this YouTube channel. I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE) LET'S CONNECT Youtube: https://www.youtube.com/channel/UC9C17-OMxa-7oRSaCtztObw?sub_confirmation=1 Facebook: https://www.facebook.com/financialfreedomguy/ Twitter: https://twitter.com/Robert_A_Berger DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions. *Disclosure*: Some of the links in this description are from partners who compensate us. This means — at no extra cost to you — I may earn money if you click and sign up for a product or open an account. This creates a financial relationship that may influence my recommendations, but I only recommend products and services I believe in and would recommend to my own mom. Advertisers have no control over my content. Read the full advertiser disclosure here: https://robberger.com/how-we-make-money/