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Retirement Planning

Is Social Security Running Out by 2034? Here’s How We’re Planning SS For Our Client’s Retirement. [Video]

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Is Social Security Running Out by 2034? Here’s How We’re Planning SS For Our Client’s Retirement.

If you’ve seen the news recently then you may have seen the headlines about Social Security running out of money to pay full benefits by the year 2034.
In this video, I share how we’re talking to our clients about it and my opinion on if we should be worried about it.
-Dave Zoller, CFP®

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POPULAR RETIREMENT VIDEOS

3 Must-Have Assets When Retirement Planning.
https://youtu.be/ifykklPqqxg

You Know You Can Retire When You Answer YES To These 4 Questions.
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5 Things To Do 5 Years Before Retirement
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Screenshots in video from;
https://www.cnbc.com/2021/09/01/social-security-funding-woes-put-pressure-on-congress-to-solve.html
https://www.barrons.com/articles/social-security-depleted-by-2034-51630449399?mod=hp_INTERESTS_economy-and-policy&refsec=hp_INTERESTS_economy-and-policy
https://www.businessinsider.com/social-security-run-out-of-funds-2034-pandemic-2021-9

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#retirement #socialsecurity #retirementplanning

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Subway Dreams- Dan Henig

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Disclaimer: Since we don’t know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Streamline Financial Services, LLC or its members cannot be held liable for any use or misuse of this content.
Disclosures: Securities offered through LaSalle St. Securities LLC (LSS), member FINRA/SIPC. Advisory services offered through LaSalle St. Investment Advisors LLC (LSIA), a Registered Investment Advisor. Streamline Financial Services is not affiliated with LSS or LSIA. LSS is affiliated with LSIA.

Categories
Retirement Planning

Could a Roth Conversion be Right for You? [Video]

In this video Bob & James discuss considerations for converting IRA to Roth IRA.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS are not affiliated with Bob Bennie Wealth Management. https://www.kestrafinancial.com/disclosures

Categories
Retirement Planning

Retirees Are In TROUBLE | 4% Rule | FIRE Movement Update | Financial Independence Retire Early [Video]

In today's video I am going to be reviewing the 4% rule. In the #FIRE movement, the 4% rule of thumb is something that a lot of people live by. But this might be changing. Enjoy the video and smash the like button!#FinancialIndependenceRetireEarly-----------------Get my FREE Personal Finance Guide here! https://linktr.ee/PrashantKuchiFREE Stocks on Robinhood:https://join.robinhood.com/prashak26FREE Stocks on Webull: https://act.webull.com/mo/jdLPOC8AQyMa/u8i/inviteUs/-----------------SOCIALS:📱 TikTok: https://www.tiktok.com/@prashantkuchi?lang=en📱 Instagram: https://www.instagram.com/prashantkuchi/📱 Twitter: https://twitter.com/PrashantKuchi-----------------WATCH NEXT:🔴 3 Fund Portfolio: https://youtu.be/xOCzaSarOZs🔴 Is It Worth Buying A House in 2021?: https://youtu.be/oFo7rraFcPM🔴 How Stock Options Work: https://youtu.be/M170Cvyzt-k🔴 Investing 101 - Stock Market Basics: https://youtu.be/kPLVn1M4CcU🔴 Gamestop Saga Explained: https://youtu.be/Nt_flNfRLCI🔴 Bitcoin Explained: https://youtu.be/f61JKGvY5MM🔴 How To Never Run Out Of Money: https://youtu.be/S76DqEAoY8Y🔴 How To Get A Perfect 800 Credit Score: https://youtu.be/gJ-vLRYfOXo-----------------FINANCE BOOK RECOMMENDATIONS📕 Rich Dad Poor Dad – Robert Kiyosaki: https://amzn.to/3kEcRZw📕 Think and Grow Rich – Napoleon Hill: https://amzn.to/3zbQPS5📕 Unconventional Success – David Swensen: https://amzn.to/3inci3H📕 The Warren Buffett Way – Robert Hagstrom: https://amzn.to/36HdSrK-----------------MY EQUIPMENT📹 Camera: https://amzn.to/3kAduU2🎤 Microphone: https://amzn.to/3hL6mCz💾 Memory Card: https://amzn.to/3zeHiJR🔦 Key Lights: https://amzn.to/3ew758O💡 Ring Light: https://amzn.to/3euqZ3G🕯 Back Light: https://amzn.to/2VQj5Lzfire movement explained fire movement retirement fire movement investment fire movement investing fire movement couple what is fire movement FIRE Lean Fire Fat Fire Barista Fire Coast Fire 4% rule Financial Independence Retire Early Financial Independence How Much Money Do I Need To Retire 3.3% Rule 5% Rule**Disclaimers**The content in this or any other video on this channel is for entertainment purposes only. Nothing expressed in this or any other video on this channel shall be construed as legal, financial, insurance or tax advice. Please consult a registered professional if you need any advice on any matter.Some of the links above are affiliate links. If you buy anything using the links above, I will get a small commission, but it will not cost you anything extra. Thank you for your support!

Categories
Retirement Planning

IMPORTANT NEWS!! The House passed the Build Back Better Bill today and has restricted the Back Door IRA and Mega Back Door Roth 401k. They also closed out Roth Conversions for high income earners ($400K/$450k) and included the $10M cap on total retirement account balances (delayed effective dates).The self-directed restrictions in prior versions of the bill are out (big win for self-directed IRAs). The bill now moves to the Senate for consideration and vote.Directed IRA has helped thousands of self-directed investors and has processed over half a billion in self-directed transactions. It is the highest-rated self-directed IRA custodian based on verified google reviews and takes pride in providing knowledgeable and helpful service to its customers.Self-directed accounts can be fully opened within 5 minutes using Directed’s online e-sign application. https://directedira.com/open-accounts/​The Self-Directed IRA Summit is an annual educational event (1 ½ days) providing live self-directed IRA education and networking and is hosted by Directed IRA. You can register for the upcoming Summit or can buy the recording of prior years at https://sdirasummit.com/​Mat Sorensen’s book, The Self-Directed IRA Handbook, is the number one book on self-directed IRAs and has sold over 30,000 copies. You can purchase the book and follow important updates at https://sdirahandbook.com/​

Categories
Retirement Planning

✮ Stimulus Package Update ✮Watch 👉🏻 https://www.youtube.com/playlist?list=PLXiTYQA6z-K5Klop-v5_TDmTLC_7S8RlqHi everyone,this is a CHANNEL for updating Stimulus Package Update everyday.Fourth Stimulus Check UpdateChild tax credit 2021IRS tax refundsStudent Loan ForgivenessIRS stimulus checks4th & 5th Stimulus Check UpdateUnemployment tax situation4th stimulus check updateInfrastructure Billstimulusstimulus checkirs get my paymentstimulus check updatestimulus updatestimulus package updatestimulus packagestimulus check statusstimulus billfourth stimulus checkstimulus newsstimulus check 2021new stimulus checknext stimulus checkstimulus check 44th stimulusnew stimulus packageThank you#IrsGetMyPayment#StimulusBill#4thStimulus