9 Financial Goals Everyone Should Hit By 50
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- เผยแพร่เมื่อ 9 ก.ค. 2024
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In this video, Alex outlines 9 critical goals to prioritize in your 50s, encompassing both financial targets and mindset shifts essential for achieving a successful retirement.
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This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you.
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0:00 - What you’ll learn
0:25 - Goal 1
1:36 - Goal 2
3:14 - Goal 3
4:19 - Goal 4
4:49 - Goal 5
7:40 - Goal 6
8:13 - Goal 7
9:34 - Goal 8
10:43 - Goal 9
assuming you overfunded retirement accounts......wouldnt the roth ira give you same flexibility you mentioned was needed by having non-retirement accounts? being that contributiins can be taken out anytime penalty free? you better off maxing out roth every year and possibly needung to take out a contribution for emergencies then you would be not maxing out the roth and splitting money investing in non retirement. (now for 401k i would 100% agree with needing flexibilty)
Having non-retirement accounts are critical. The tax flexibility from loss harvesting may add value to many investors. Great video
Well said!
well spoken content and relevant to GenX.
Appreciate it! Thanks for watching! - Alex