Oct 23 2024 5 mins 1
You don’t need to work longer, you just need a better plan. Schedule a consultation with this link to tailor a plan that suits your unique financial goals: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call
"Retirement isn't about hitting a number; it's about understanding what it costs to live comfortably and having a plan that gets you there."
Chapters
0:00 - The $1 Million Retirement Question
1:10 - Gross vs. Net Income Explained - Understanding Your Federal Pension Net Amount
2:00 - Calculating Your Social Security Payments & The 4% Rule: Is It Enough?
3:15 - Adjusting for Taxes and Healthcare Costs - State Taxes and Their Impact
3:50 - How Much Do You Need to Retire? - Tips for Calculating Your Monthly Expenses
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Advisory services are offered through CD Financial LLC dba CD Financial, an Investment Advisor in the State of California. Insurance products and services are offered through CD Financial & Insurance Services LLC, an affiliated company.
Opinions expressed herein are solely those of CD Financial and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation.
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