How Much Can I Spend in Retirement with a $2.3M Portfolio

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  • เผยแพร่เมื่อ 25 พ.ย. 2024

ความคิดเห็น • 43

  • @vanillatgif
    @vanillatgif หลายเดือนก่อน +20

    The right choice of an investment has always been a big problem for me I know picking a wrong investment will leave a big scar in the future

    • @BigNate82
      @BigNate82 หลายเดือนก่อน +1

      It’s really heartbreaking to see how inflation and recession impact low-income families. The cost of living keeps rising, and many struggle just to meet basic needs, let alone save or invest. It’s a reminder of the importance of finding ways to create financial opportunities. You've helped me a lot sir Brian! Imagine i invested $50,000 and received $190,500 after 14 days

    • @grizbaseball
      @grizbaseball หลายเดือนก่อน +1

      Absolutely! Profits are possible, especially now, but complex transactions should be handled by experienced market professionals.

    • @mfmcintyre
      @mfmcintyre หลายเดือนก่อน

      Some persons think inves'tin is all about buying stocks; I think going into the stock market without a good experience is a big risk, that's why I'm lucky to have seen someone like mr Brian C Nelson.

    • @JasperMaartenHoutman
      @JasperMaartenHoutman หลายเดือนก่อน

      Finding yourself a good broker is as same as finding a good wife, which you go less stress, you get just enough with so much little effort at things

    • @ysareyes
      @ysareyes หลายเดือนก่อน

      Brian demonstrates an excellent understanding of market trends, making well informed decisions that leads to consistent profit

  • @CameronFussner
    @CameronFussner หลายเดือนก่อน +90

    Retirement becomes truly fulfilling when you possess two essential elements: ample financial resources and a meaningful purpose in life. Make prudent investment choices to secure good returns and ensure a comfortable retirement.

    • @leojack9090
      @leojack9090 หลายเดือนก่อน +4

      Rising prices have affected my intention of retiring at 52, working part-time, and building my savings. I'm worried about whether individuals who weathered the 2008 financial crisis found it less challenging than my current situation. The stock market's volatility, coupled with a reduced income, is making me anxious about having enough for retirement.

    • @hasede-lg9hj
      @hasede-lg9hj หลายเดือนก่อน +3

      You are completely right, Advisors have information and paths that are not disclosed to the public.. I profited £260k in 2023 under the tutelage of my Fiduciary-counselor. Am I selling? Absolutely not.. I am going to sit back and observe how this all plays out.

    • @lowcostfresh2266
      @lowcostfresh2266 หลายเดือนก่อน

      @@hasede-lg9hj I've been thinking about going that route. I have a lot of stocks that I have maintained, but they are beginning to lose value, so I'm not sure if I should hold onto them or sell them. I feel hiring your investment coach would make it easier to restructure my portfolio.

    • @lowcostfresh2266
      @lowcostfresh2266 หลายเดือนก่อน +1

      I've been thinking about going that route. I have a lot of stocks that I have maintained, but they are beginning to lose value, so I'm not sure if I should hold onto them or sell them. I feel hiring your investment coach would make it easier to restructure my portfolio.

    • @hasede-lg9hj
      @hasede-lg9hj หลายเดือนก่อน +2

      Annette Marie Holt is the licensed advisor I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment.

  • @Latonya-r.b
    @Latonya-r.b หลายเดือนก่อน +9

    I retired at age 53, so I am in my early 60s. Many of them resisted me because they couldn't understand the idea of not working if it wasn't necessary. I considered the phases of my life. I worked very hard to achieve what I have now, but in my last years, I owe it to myself to "stop and smell the roses." In my instance, I departed the nation after retiring and currently reside in Latin America. It made it possible for me to appreciate my new surroundings while escaping all the bad things that were going on in America. Nobody that I know of regrets retiring has yet to come to me.

    • @duanec.sutherland5292
      @duanec.sutherland5292 หลายเดือนก่อน

      Nice way to retire. For me, I believe retirees who struggle to meet their basic needs are the ones who could not accumulate enough money during their active years to meet their needs. Retirement choices determine a lot of things. My wife and I both spent same number of years in the civil service, she invested through a wealth manager and myself through the 401k. We both still earning after our retirement fund has grown way more than it would have with just the 401(k). Haha.

    • @William-y1d-l5c
      @William-y1d-l5c หลายเดือนก่อน

      It's unfortunate most people don't have such information. I don't really blame people who panic. Lack of information can be a big hurdle. I've been making more than a million dollars by just investing through an advisor, and I don't have to do much work. Doesn't matter if the economy is misbehaving; great wealth managers will always make returns.

    • @MoniqueJ-g2s
      @MoniqueJ-g2s หลายเดือนก่อน

      I think this is something I should do, but I've been stalling for a long time now. I don't really know which firm to work with; I feel they are all the same but it seems you’ve got it all worked out with the firm you work with so i surely wouldn’t mind a recommendation.

    • @William-y1d-l5c
      @William-y1d-l5c หลายเดือนก่อน

      I definitely share your sentiment about these firms. Finding financial advisors like Kathie Daisy Bosco who can assist you shape your portfolio would be a very creative option. There will be difficult times ahead, and prudent personal money management will be essential to navigating them.

    • @MoniqueJ-g2s
      @MoniqueJ-g2s หลายเดือนก่อน

      Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.

  • @MARSHMALLOWwhimsy
    @MARSHMALLOWwhimsy หลายเดือนก่อน +14

    A question that could have been asked is, "Why has the U.S. market wildly outperformed just about all other stock markets in the world?" Will this continue? I'm dumping my developed markets and emerging market index funds because their returns have been garbage next to U.S. market returns. And I've had those funds for over 10 years, so the U.S. outperformance is a long-term phenomenon.

    • @gwendymolly5953
      @gwendymolly5953 หลายเดือนก่อน +2

      I invest in index funds. I realize that, for index funds to work, there has to be some active investors influencing stock prices. The few investors who are smart enough to do that well will beat the market and are justifiably rewarded. I'm not one of them.

    • @PhoenixReborn-v6v
      @PhoenixReborn-v6v หลายเดือนก่อน

      if you don't have experience or don't have time to monitor your portfolio, you should consult with a fiduciary to guide you.

    • @Griffinguardian
      @Griffinguardian หลายเดือนก่อน

      Accurate asset allocation is crucial, I used hedging strategies to allocate part of my portfOlio to defensive assets for market downturns. Expert guidance is vital for achieving this. This approach has helped me stay finan-cially secure for over five years, yielding nearly $1 million in returns on invest-ments.

    • @user-nt-k91
      @user-nt-k91 หลายเดือนก่อน

      Pls how can i meet this advis0r? i want someone to help me invest an Inheritance, i dont want to lose it to inflation

    • @Griffinguardian
      @Griffinguardian หลายเดือนก่อน +3

      Melissa Elise Robinson is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.

  • @ppw8716
    @ppw8716 หลายเดือนก่อน

    New subscriber. This was very informative for me and you explained it that I could understand.

    • @onedegreeadvisors
      @onedegreeadvisors  หลายเดือนก่อน

      Glad you found it helpful. Thanks for watching!

  • @kaisersouze41
    @kaisersouze41 หลายเดือนก่อน

    Great job saving. Have much more than you need in retirement.
    Financial Advisor - Doesnt matter if ur set. Move it to a Roth IRA (because then I can make money off your money)

  • @sanjaypatelmd4669
    @sanjaypatelmd4669 หลายเดือนก่อน

    I have 70 million US dollar in my portfolio and I don’t feel that I have enough to retire….

  • @scottneusen9601
    @scottneusen9601 หลายเดือนก่อน +3

    Fun Fact: If you stretched a blue whale across a basketball court end to end they'd have to cancel the game.

  • @Bill-vk7fh
    @Bill-vk7fh หลายเดือนก่อน

    What software do you use ?

  • @HollyJoseph-b4e
    @HollyJoseph-b4e หลายเดือนก่อน

    Her Medicare costs will be based on income at age 63. She should take into account any irmaa bracket she might be pushed into as a result of the conversion. It's not a minor amount.

    • @onedegreeadvisors
      @onedegreeadvisors  หลายเดือนก่อน +1

      IRMAA taxes are already incorporated into the plan and tax savings > extra IRMAA costs