Retiring early!!! I wonder how realistic it actually is. It’s one thing to have that goal, but if you don’t have a plan, things can go sideways pretty quickly
True! I’ve heard some real horror stories-folks who jump into early retirement without enough saved up and end up struggling a few years in. My friend tried it but found that health expenses alone took a huge bite out of his funds. It’s not as simple as just saving up a lump sum and calling it a day
Right, because those high-risk moves can really backfire, especially when you’re retiring early. Some people think they’ll make big money fast, but that’s a dangerous mindset. And if the market takes a hit, you could be left with a lot less than you planned for.
And he offers free consultations, right? That’s a big plus. Even if someone isn’t sure about their retirement plan, having a chat with him could give them the insights they need. Especially if he’s helped people from such diverse backgrounds-it shows he’s flexible and doesn’t just give cookie-cutter advice
Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing.. I will write her an e-mail shortly.
I feel special. U used my question. 🎉🎉😂😂. I can't answer yes to all 7. Im on track to hit $2.5 Milly by age 60. Once i hit $2.5 i will retire no matter what age. 💪🏾💪🏾💪🏾💪🏾💪🏾
Working on my vacation days, not because I have to, rather because I want to. Feeling very fortunate, while prepared to be let go by the company at anytime. I started from having less than nothing, and am confident in my ability to live simply or lavishly according to my giant spreadsheet 😅
Ari, is it replacing the income or having enough to cover expenses (budget)? What about those that were big savers that spent much less than their income and continued with a much lower budget in retirement than the total income they had before retirement?
I wouldn’t reallocate investment funds based purely on geography. Large cap US companies by and large are multinational and therefore inherently globally diversified.
Don’t be so conservative you work unnecessarily and sacrifice health. I do a one-time optimization call and you can email me to get on the waitlist for this: calendly.com/ari-financialplanning/powerplanningmeeting?month=2024-11
Do you think it's a good time to consider selling some stocks, or is it better to hold onto them for the long term? I'm considering rebalancing my $2M portfolios, So I'm curious about the best strategies to invest this year.
I guess it's important to reassess your investment strategies based on current market conditions. You should also consider a market expert to guide you.
Having the correct plan in place is crucial; my portfolio is well-suited to each season of the market and recently experienced a 100% increase from early last year. My CFP and I are working on a 7-figure target, albeit this could take until Q4 2024.
@@DanielWilson-u4w thanks you for sharing.. I must say, Zoe appears to be well knowledgeable, just came across her consulting page and went through her resume, very impressive!
Retiring early!!! I wonder how realistic it actually is. It’s one thing to have that goal, but if you don’t have a plan, things can go sideways pretty quickly
True! I’ve heard some real horror stories-folks who jump into early retirement without enough saved up and end up struggling a few years in. My friend tried it but found that health expenses alone took a huge bite out of his funds. It’s not as simple as just saving up a lump sum and calling it a day
Right, because those high-risk moves can really backfire, especially when you’re retiring early. Some people think they’ll make big money fast, but that’s a dangerous mindset. And if the market takes a hit, you could be left with a lot less than you planned for.
Exactly. It’s not about getting rich quickly; it’s about making what you have last as long as possible.
And he offers free consultations, right? That’s a big plus. Even if someone isn’t sure about their retirement plan, having a chat with him could give them the insights they need. Especially if he’s helped people from such diverse backgrounds-it shows he’s flexible and doesn’t just give cookie-cutter advice
i had the opportunity to talk to him in an investment summit, and we exchanged infos. Very knowledgeable dude
Retirement isn’t an end goal, but a journey best secured by careful and consistent investments.
Retirement is the reward of disciplined investing over the long term, not just a destination.
My adviser guided me through retirement planning, ensuring my investments were strategically positioned for long-term rewards.
Mind if I ask you to recommend this particular coach you using their service? Seems you've figured it all out.
Nicole Anastasia Plumlee can't divulge much. Most likely, the internet should have her basic info, you can research if you like.
Thanks for sharing, I just looked her up on the web and I would say she really has an impressive background in investing.. I will write her an e-mail shortly.
I feel special. U used my question. 🎉🎉😂😂. I can't answer yes to all 7. Im on track to hit $2.5 Milly by age 60. Once i hit $2.5 i will retire no matter what age. 💪🏾💪🏾💪🏾💪🏾💪🏾
Nice! How old are you now?
@ericmichel3857 48. turn 49 in 2 months
Working on my vacation days, not because I have to, rather because I want to. Feeling very fortunate, while prepared to be let go by the company at anytime. I started from having less than nothing, and am confident in my ability to live simply or lavishly according to my giant spreadsheet 😅
Ari, is it replacing the income or having enough to cover expenses (budget)? What about those that were big savers that spent much less than their income and continued with a much lower budget in retirement than the total income they had before retirement?
Number 7 hits the nail on the head. Feel like a ping pong ball…
Great stress test question! If unlucky.
I wouldn’t reallocate investment funds based purely on geography. Large cap US companies by and large are multinational and therefore inherently globally diversified.
My wife and I have $3M net assets plus a $800K house fully paid off. I am 47 and scared of catastrophic events in question 5 so I am still working...
Don’t be so conservative you work unnecessarily and sacrifice health. I do a one-time optimization call and you can email me to get on the waitlist for this: calendly.com/ari-financialplanning/powerplanningmeeting?month=2024-11
Bro.....retire. unless you like work.
Do you think it's a good time to consider selling some stocks, or is it better to hold onto them for the long term? I'm considering rebalancing my $2M portfolios, So I'm curious about the best strategies to invest this year.
I guess it's important to reassess your investment strategies based on current market conditions. You should also consider a market expert to guide you.
Having the correct plan in place is crucial; my portfolio is well-suited to each season of the market and recently experienced a 100% increase from early last year. My CFP and I are working on a 7-figure target, albeit this could take until Q4 2024.
@@DanielWilson-u4w could you share more info please on the advisor that guides you could you share more info please on the advisor that guides you
@@MarieWentworth-p2h just research the name Zoe Ann Wiest. You'd find necessary details to work with a correspondence to set up an appointment.
@@DanielWilson-u4w thanks you for sharing.. I must say, Zoe appears to be well knowledgeable, just came across her consulting page and went through her resume, very impressive!
Healthcare is going to be a huge issue once the ACA is dismantled and Project 2025 gets rolling!