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Carlson Financial
เข้าร่วมเมื่อ 16 ก.ย. 2013
Carlson Financial is a retirement planning and wealth management firm serving Northeast Kansas and Central Virginia. With over 25 years of experience in the financial industry, Carl Carlson, the founder of Carlson Financial has built the business by reaching out, nurturing and maintaining close, trustworthy relationships with each of Carlson Financial's valued clients. We are completely dedicated to helping you to & through retirement.
Christmas is right around the corner...
Christmas Wine & Wisdom talent preview! We are so excited!
มุมมอง: 430
วีดีโอ
Tax Free Retirement: 3 Strategic Ways To Fund Your Roth IRA
มุมมอง 566ปีที่แล้ว
TAKE THE QUIZ: HOW MUCH DO I NEED TO RETIRE? carlsonfinancial-22092252.hs-sites.com/how-much-do-i-need-to-retire 3 Strategic Ways to Fund Your Roth IRA, and experience tax free growth in retirement. Also, the backdoor Roth strategy is explained. Schedule a Free Retirement Review: carlsonfinancial.com/free-ret... Guide to a Happy Retirement: carlsonfinancial.com/enjoying... Guide To Help Protect...
I'm 65 with $800K Saved For Retirement. Can I Retire?
มุมมอง 19Kปีที่แล้ว
TAKE THE QUIZ: HOW MUCH DO I NEED TO RETIRE? carlsonfinancial-22092252.hs-sites.com/how-much-do-i-need-to-retire Can I retire now with what the $800K I have saved for retirement? Can I continue to afford traveling if I retire? How much income will I need? How will I get my income? We'll answer these questions in todays case study. Schedule a Free Retirement Review: carlsonfinancial.com/free-ret...
Achieve Retirement Success: How Successful Retirees Stay Committed to Their Retirement Plan
มุมมอง 89ปีที่แล้ว
A simple visual that will help you focus on the long term plan for your retirement future. Take This Quiz to learn your Retirement Risk Score: carlsonoffers.com/risk/ Schedule a Free Retirement Review: carlsonfinancial.com/free-ret... Guide to a Happy Retirement: carlsonfinancial.com/enjoying... Guide To Help Protect Against Future Market Volatility: carlsonfinancial.com/market-h... Guide To Pr...
The Retirement Trap: How Not Tracking Expenses Can Have A Major Impact
มุมมอง 29ปีที่แล้ว
Take This Quiz to learn your Retirement Risk Score: carlsonoffers.com/risk/ Look at an example of how not tracking your expenses in retirement can majorly impact the long term success of your plan. Schedule a Free Retirement Review: carlsonfinancial.com/free-ret... Guide to a Happy Retirement: carlsonfinancial.com/enjoying... Guide To Help Protect Against Future Market Volatility: carlsonfinanc...
Retirement Reality Check: Are You Taking Too Much Risk with Your Savings?
มุมมอง 132ปีที่แล้ว
Take This Quiz to learn your Retirement Risk Score: carlsonoffers.com/risk/ Learn how to find out if you're taking too much risk with your retirement savings. We'll discuss why often times shifting your investments towards more safety before it's too late can have a major impact on your stress levels in retirement. Schedule a Free Retirement Review: carlsonfinancial.com/free-ret... Guide to a H...
Reduce Stress in Retirement Using This Simple Investment Strategy
มุมมอง 213ปีที่แล้ว
Learn how to implement a simple investment strategy that can help you reduce stress and risk, create income, and control taxes in retirement. Take This Quiz to learn your Retirement Risk Score: carlsonoffers.com/risk/ Schedule a Free Retirement Review: carlsonfinancial.com/free-retirement-review/ Guide to a Happy Retirement: carlsonfinancial.com/enjoying-retirement/ Guide To Help Protect Agains...
Lump Sum Distributions
มุมมอง 178ปีที่แล้ว
Have Interest Rates caused your Pension Lump Sum Distribution to decrease this year? Hear what Ryan Rinehart, Financial Advisor, has to say about your options and what to consider.
Inflation Reduction Act
มุมมอง 359ปีที่แล้ว
Carl Carlson discusses what we know about the Inflation Reduction Act and how it may affect those in retirement.
Bear Markets - What to Know
มุมมอง 1872 ปีที่แล้ว
Now is a great time for a "refresher" on bear markets. Scott explains what a bear market is, what the average bear market looks like, how much things typically drop, and how long it takes on average to get back to even after a bear market. Then he shares some good news when it comes to bear markets historically so please watch all the way through!
Corrections, and Crashes and Bear Markets - Oh My!
มุมมอง 4532 ปีที่แล้ว
Scott discusses the current market volatility and explains corrections, crashes and bear markets.
Potential Planning Ideas During Market Volatility
มุมมอง 2432 ปีที่แล้ว
Carl Carlson shares a few ways to take advantage of the current market volatility. If any of them seem like they might be a fit for your situation, please give us a call at 844-CARLSON. [filmed February 24, 2022]
What Should I Do With An Old 401K in 2022?
มุมมอง 692 ปีที่แล้ว
This video goes over what you can do with an old 401K. We go over 4 options you have for your 401K when either retiring, or leaving one job to go to a new one. Does it make sense to leave your 401K where it's at? Or should you roll it over to an IRA. For a free retirement review - carlsonfinancial.com/free-retirement-review/ Already have a Financial Advisor? Check out our video on whether or no...
Market Update
มุมมอง 3812 ปีที่แล้ว
Carl shares his thoughts on the current market correction. Filmed Monday, January 24, 2022.
Social Security Considerations in Retirement
มุมมอง 4712 ปีที่แล้ว
Social Security Considerations in Retirement
Do You Need A Second Opinion on Your Finances?
มุมมอง 3662 ปีที่แล้ว
Do You Need A Second Opinion on Your Finances?
How to Create a COHESIVE Retirement Plan
มุมมอง 2922 ปีที่แล้ว
How to Create a COHESIVE Retirement Plan
Inflation - How to Fight the Uphill Battle
มุมมอง 2943 ปีที่แล้ว
Inflation - How to Fight the Uphill Battle
How to Plan for Unexpected Early Retirement
มุมมอง 3613 ปีที่แล้ว
How to Plan for Unexpected Early Retirement
5 Key Items for Successful Estate Planning
มุมมอง 7K3 ปีที่แล้ว
5 Key Items for Successful Estate Planning
Nice lecture. Thanks.
I did a ratio exercise today online. I had not been counting how much we had saved and invested until 9/2022. But I estimated that we had roughly $150K in the summer of 2022. By June of 2023 we had $250K. So, I found an online ration calculator and plugged in 150 is to 250 as 250 is to??? and hit calculate. It calculated 400 which is what we currently have. Then I plugged in 250 is to 400 as 400 is to ??? and it came out to 640. That MIGHT be where we are in summer 2025. I know the markets fluctuate and anything can happen. But there were times, specifically between March and October of 2023, that the market and our growth was rather flat. But on the whole, we hit 400 last week. Has anyone thoughts on this? I have seen a video where the presenter stated that, due to compound interest, the halfway point to 1 million dollars is actually 300 thousand. It has me wondering just what kind of monster I am dealing with.
Why not use the home equity in the last years if your life for long term healthcare?
How do i engage you?
Buy him a ring?
Market is down still, I've been looking up strategies and apparently both bull and bear market condition provides equal avenue to accrue massive gains, and a news article particularly mentioned a 54 year old that made $180k in 5weeks, how do I learn these strategies, my portfolio has been stagnant for months.
You wait for.... THE NAME DROP!
You know your video did well when the scam bots show up. haha nicely done video
It's recommended to save at least 15% of your income in a 401k. You can use online calculators to estimate how much you should save based on your age and income. Saving at least 15% of your income in a 401(k) can help ensure that you have enough money to retire comfortably. By saving this much, you can take advantage of compound interest and potentially grow your retirement savings over time.
Effective personal finance management is more important than the amount of money saved, regardless of whether income is earned through job or investment. Individuals can seek counsel from a certified financial advisor to optimize financial outcomes, who can provide specialized advice and methods to decrease expenses and maximize income.
I really don't like making such recommendations, because everyone's situation is unique. But there are plenty of independent financial advisors you could check out. I've been working with “Colleen Janie Towe” for about four years and she's very, very good. If she meets your discretion, then you could go ahead with her. Most likely, her deets can be found on the net, so you can confirm yourself.
Thank you for this tip , I must say Colleen, appears to be quite knowledgeable. After coming across her webpage, I thoroughly went through her resume, and I must say, it was quite impressive. I reached out to her, and I have booked a session with her.
@@rogerwheelers4322 THE NAME DROP IS COMING!!!! I call BS. Not one advisor, and I have met with 3, is after anything other than their own paycheck.
@@joshbarney114 THE NAME DROP!
Just hit 50, I plan to retire at 60, project to have around $1.2M in cash and $0.5M in 401K. Home and rentals all paid off worth around $3m. I will most likely start withdrawing SS at 62 together with my wife, she is 6 months younger than me.
No
I retired at age of 62 and have $80.00 dollar only. Now I am 77 and make $4000.00 a month pension.
A pension that pays $4,000/month is roughly the equivalent of having $720k in the bank.
Buy me a beer?
Easily. Unless you spend like crazy. Traveling the world for 4 months a year on just a little more than that.
$800K invested at 10% is $80K per year plus social security and pension income. Especially if he is debt free, then yes. He can retire. Leave knowledge to the heirs. Teach them to duplicate or surpass your financial success. Long-term care insurance can be purchased. The average stay in long-term care is less than 3 years. BTW, he owns a $400K house that will continue to appreciate in value. Worst case scenario, he can sell his home and downsize into a condo with very low maintenance costs.
That all sounds great up until you realize you cant guarantee a %10 return....ever!!
most of these " financial advisors" havent seen a real bear market yet, they think its just an average annual rate of return, totally misleading
My experience was based on retiring at 55. Your advisor is hungry to get your $$$ to start his stream of commissions. If another Great Recession comes along your 800K can drop 40% in a hurry. Assuming the advisor takes the usual action….nothing.
At 65 you have between 500-1000 weeks to live. Better to move abroad away from North America to be able to have a decent life and to Die With Zero
just when he retires the maket goes down 25% 22% and 19% the first 3 years...then what?
I will have 250K in cash. In South America that will last about 5 to 6 years. Good luck living in the USA.
Taxes are way overstated @ 9,000
if you can't retire on 800,000 you are doing something wrong. or you are just bragging you saved that much
Scaring people into working their best senior years because they might run out of money when they are 90(!) is what the retirement companies WANT. I am retiring at 62 with at best $300K plus SS plus two pensions. I have no debt and modest tastes. I'm not wasting my 60s because of what might happen 25 years from now.
Excellent presentation and spot on. Thank you.
I have a couple of 5 year fixed index Annuities doing well and I have a 4- CD ladder I am not needing to touch either and my S.S. monthly. I have an emergency fund in a money market account too. Tell Bob he will be fine.
Bob, you'll be fine!
Your link to the quiz doesn’t work anymore.
medicare cost, healthcare, tithe-donations not built-in
Nonsense. What person who knew how to make good money and how to save and invest it would not know how to answer this question? I'm about half stupid, and I knew I could retire.
"Right. You worried about running out of money at age 90 🤦♂️ you ain't even made it to age 70 😂 dude you're entitled to social security will always be around.... 800k is plenty enough to retire on"
I never understood the big deal because when he dies it will go to his son’s. These ppl want you to think you have to retire a millionaire lol everyone doesn’t retire a millionaire
@@maritoreyes6392 "People are so dramatic and over exaggerate this junk. Both my grandparents get social security, and they're living a normal life just fine they're traveling, and all on social security"
Someone should tell Bob he needs a better tax guy.
This video is insane you’re 65 with 800k enjoy it life is short stop stressing over this retirement stuff 🙄
3:45 Yah - putting all five items on the green line >> what a great visual aid in understanding the components of successful retirement plan. As with any plan there is " NO STRAIGHT LINE TO SUCCES" So simple yet so misunderstood. Thanks for sharing this information .1
Happy 40th Anniversary! 🎉🥂🍾
I guess she burned through her million
LOLLL
Every financial goal requires patience, dedication and consistent spirit knowing that investment is currently the most lucrative business in the world, both NFT, real estate and Crypto shares are really positively changing people's lives.
That's one heck of a broker and a solid recommendation. She has been influential to the success of a lot of traders even here on TH-cam.
I have been seeing so many recommendations about Rebecca overall social network trending. Her strategy must be good for people to talk about her.
Not all of the current market situation was foreseeable but enough of it was to justify responding in investment strategy
Every financial goal requires patience, dedication and consistent spirit knowing that investment is currently the most lucrative business in the world, both NFT, real estate and Crypto shares are really positively changing people's lives.
I recently started trading with Rebecca,Her strategies and profits are looking quite impressive. Just withdraw my first $10k profit after my first trade.