I've Built 100 Financial Plans, Here's What Works - Peak FP Podcast

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  • เผยแพร่เมื่อ 24 ธ.ค. 2024

ความคิดเห็น • 21

  • @Sanchyfab
    @Sanchyfab 4 หลายเดือนก่อน +28

    Tax planning is crucial for optimizing retirement investment returns. If not planned well, taxes can eat into your gains and significantly affect your portfolio growth.

    • @Sanchyfab
      @Sanchyfab 4 หลายเดือนก่อน

      Generally Financial planning and retirement strategies are crucial, especially in today's economic climate. With global economic fluctuations and uncertainties, it's essential to have a solid plan in place to protect your financial future.

    • @V.stones
      @V.stones 4 หลายเดือนก่อน

      the problem is that most don't have the knowledge needed to succeed in a challenging market. Only highly qualified professionals who had to experience the 2008 financial crisis could hope to earn a high salary in these challenging conditions.

    • @V.stones
      @V.stones 4 หลายเดือนก่อน

      the strategies are quite rigorous for the regular-Joe. As a matter of fact, they are mostly successfully carried out by pros who have had a great deal of skills and knowledge

    • @Deitricklaverne
      @Deitricklaverne 4 หลายเดือนก่อน

      Well with the ever-changing global economy, tax laws and regulations can also vary, impacting how investments are taxed. It's essential to stay informed and plan strategies accordingly.

    • @Deitricklaverne
      @Deitricklaverne 4 หลายเดือนก่อน

      Consider diversifying your portfolio with a mix of stocks and stable assets. Seeking professional advice now could provide valuable insights and strategies to navigate market uncertainties and protect your investments.

  • @jnewby74
    @jnewby74 4 หลายเดือนก่อน +2

    I like the video, but where are the pdf’s you mentioned?

  • @douglasmontgomery6315
    @douglasmontgomery6315 4 หลายเดือนก่อน

    PDF?

  • @stewdogg42
    @stewdogg42 4 หลายเดือนก่อน

    Thank you for this video. IT’s especially helpful because I plan to retire in 12 years.

  • @jennykatie123
    @jennykatie123 4 หลายเดือนก่อน +1

    With 22% of Americans lacking retirement savings, I'm seeking advice on growing my depleted $120k.

    • @AnkurYo
      @AnkurYo 4 หลายเดือนก่อน +4

      The decision on when to pick an Adviser is a very personal one. I take guidance from Jennifer Mackimm Wesley‘‘ to meet my growth goals and avoid mistakes, she's well-qualified and her page can be easily found on the net.

  • @WhitneyPerry-t5q
    @WhitneyPerry-t5q 4 หลายเดือนก่อน

    Williams Karen Young Deborah Johnson Shirley

  • @liverpool3469
    @liverpool3469 4 หลายเดือนก่อน +2

    I like everything, but you talk way too fast.

    • @go2gym
      @go2gym 4 หลายเดือนก่อน +3

      You can change the speed of any video with the gear icon to the right of the video. Slow it down to as low as 25% of normal speed.