Do We Have Enough for Retirement? [Plus Bonus Worksheet]

Video Description

How much it will cost to meet your needs is one of the hardest parts to understand about retirement. Relying on conventional wisdom will only get you so far, and may even lead you astray. In this episode, James explains how to get an accurate sense of your retirement expenses while walking you through a real example from a listener question. As a bonus, we are including a free worksheet for you to use: https://docs.google.com/spreadsheets/d/1lQZvjKczVN9U8ID0MeYegG86Mm1hjDuj-WVYw5lxmLM/copy Questions answered: How can you tell if you're financially on track for retirement? What do you do before social security kicks in to supplement income? ================================ Learn the tips & strategies to get the most out of life with your money. Get started today → https://www.rootfinancialpartners.com/ Subscribe to be notified for future videos: https://www.youtube.com/channel/UCBNdQfS-fzODmYb8Hkr4egA?sub_confirmation=1 Join Community → https://root-collective-58ba64.circle.so/join?invitation_token=7d3099b487a7dac1d9e97518d6661caff82a14cd-e9ef17fb-3ff3-48ef-ac1e-1d1939c91ae0 _ _ For more resources and content, check us out below! 🔔 Subscribe to our channel to learn more about all things portfolio management https://www.youtube.com/@RootFP 🎧 Listen to our podcast http://readyforretirement.co/ 🧑‍💻 Visit our website https://www.rootfinancialpartners.com to learn more about us 👥 Connect with us on Facebook https://www.facebook.com/rootfinancialpartners 📷 Connect with us on Instagram https://www.instagram.com/rootfinancialpartners/ 🔗 Follow us on LinkedIn https://www.linkedin.com/company/18347030/ _ _ ⏱Timestamps:⏱ 0:00 Intro 3:10 Listener question 3:57 A few things to consider 6:00 Here's where to start 10:23 Where does the rest go? 13:07 Steps 1 and 2 16:31 Their portfolio 18:31 Retirement expenses 21:50 Income strategy 23:40 Outro Other videos we think you'll like: About Root: https://www.youtube.com/watch?v=ZPy7Qlmemy8&t=1s Worried about retirement? Start here: https://www.youtube.com/watch?v=c1dCo73XTw4&t=1s