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Where's this 80% statistic come from?

Sounds like an life insurance add.

So invest before crash and ride out is what I'm hearing eh

Excellent discussion, a very good overview of the key issues. Thank you !!

Great stuff again, love the needs based plan approach! Red zone laddering protection of the near term income needs in retirement probably the most important bucket/strategy to avoid sequence of return risk! Yellow also important. Nuance=The very important jigsaw puzzle. 2022 was the nowhere to hide year for most of us still in the acquisition of funds stage as most of our 401K’s have limited options. Cash would have been the only option for most of us assuming our market timing crystal ball told us when to move to cash was accurate.

Great stuff as usual, would love to hear a bit about tax planning efficiency within your strategy for things like maximizing ACA credits during bridge years till Medicare, Roth conversions prior to Medicare and SS, SS Tax torpedo avoidance, RMD etc. Also would like to hear your thoughts on secure income to supplement SS ( Annuities?) to assure in the No-Go years that the minimum Dignity Floor is covered for essentials (Food, Housing, Etc.) not dependent on markets. - Thanks

Nice job Michael as always1

*PromoSM* 🏃

For what it’s worth, Im a current still working, DIY planner and considering your services based on friends who use your service and some correspondence with Michael. Still need to go to the class but learning that your offering tax and estate planning assuming cost is the same anyway is just a plus in my mind. Thanks guys and don’t stress easier and accurate should be both our goals!

Great information. Please adjust the mics. Can barely hear Michael and Kirk sounds like he is shouting.

Good rundown guys, easy to miss the forest for the trees!

If you give $100k to DAF or a charity what is the ROI of that give away? Do I get $100k in tax savings or capital gains avoidance? I think most of the hesitation is seeing the numbers on paper showing me how it benefits me and is not just a give away of my hard earned investment or money. If I donate $100k I get $XXX in tax avoidance or some other benefit of I don’t donate to costs me $xxx. Again what’s my ROI on that donation and what is my hit if I don’t. Whats the business case? Maybe a general easy one to understand the benefits in numbers, not necessarily 60 hour one. Thanks love your stuff learning every day_