Wipe out logo in the Benefit Plan

Aug 6th, 2022
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How to wipe out logo in the Benefit Plan

5 out of 5
64 votes

how does retirement planning change if you want to retire at age 55 as opposed to say age 65 well theres a number of different changes you need to make but in general theres three core things that need to be addressed because they might be substantially different than if you retire at a more traditional age so in todays video were going to walk through Matthew and Sarahs financial plan now Matthew and Sarah we help them to build a plan to retire at the age of 55 and as we walk through their plan Im going to highlight the three specific areas that are different because of them retiring at 55 than it otherwise would have been had they retired at the age of 60 so as we go through this those three core areas are going to be their health insurance strategy their investment strategy and their tax strategy but lets Jump Right In and Ill show you exactly what I mean so heres Matthew and Sarah here and of course the names are changed but the actual investment details and the actual pic

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