DIY One-Page Financial Plan – Your Money, Your Wealth S8 | E14
What one factor are you able to do at this time to vary the course of your monetary future? Having a written monetary plan can dramatically enhance the possibilities you'll attain your retirement targets. Yet, in keeping with Schwab, solely 33% of Americans have one! A One-Page Financial Plan helps distinguish the overlap of issues which can be truly necessary and really controllable. The “Dynamic Duo” of monetary planning, Joe Anderson, CFP®, and Alan Clopine, CPA, will enable you put pen to paper to create a fundamental written DIY monetary plan.
LIMITED TIME OFFER: Download the DIY Retirement Guide earlier than Friday, Sept 30, 2022!
0:00 – Intro
1:34 – One-Page Financial Plan
3:11 – Crunch the Numbers
5:27 – Retire with a Million Dollars
6:41 – Retirement Budget
7:53 – Download the DIY Retirement Guide
9:20 – True/False: A Roth IRA is a sort of tax-deferred supply of revenue in retirement?
10:09 – Taxes and Inflation Impact
11:58 – Asset Location
15:48 – Download the DIY Retirement Guide
17:35 – True/False: Your time horizon is a key consideration when figuring out your acceptable asset allocation
18:42 – Asset Allocation by Age
20:16 – Strategy: Make Up for Lost Time
21:39 – Ask the Experts: What's a great rule of thumb for an emergency fund?
23:30 – Pure Takeaway
23:45 – Download the DIY Retirement Guide
Pure Financial Advisors, LLC is a price-solely Registered Investment Advisor offering complete retirement planning providers and tax-optimized funding administration to 1000's of individuals throughout the nation.
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• Investment Advisory and Financial Planning Services are supplied by Pure Financial Advisors, LLC, a Registered Investment Advisor.
• Pure Financial Advisors LLC doesn't provide tax or authorized recommendation. Consult together with your tax advisor or lawyer concerning particular conditions.
• Opinions expressed are topic to vary with out discover and aren't meant as funding recommendation or to foretell future efficiency.
• Investing entails threat together with the potential lack of principal. No funding technique can assure a revenue or shield in opposition to loss in intervals of declining values.
• All data is believed to be from dependable sources; nevertheless, we make no illustration as to its completeness or accuracy.
• Intended for instructional functions solely and aren't meant as individualized recommendation or a assure that you'll obtain a desired outcome. Before implementing any methods mentioned it's best to seek the advice of your tax and monetary advisors.
CFP® – The CERTIFIED FINANCIAL PLANNER™ certification is by the Certified Financial Planner Board of Standards, Inc. To attain the suitable to make use of the CFP® designation, a person should satisfactorily fulfill schooling, expertise and ethics necessities in addition to go a complete examination. Thirty hours of continuous schooling is required each two years to keep up the designation.
AIF® – Accredited Investment Fiduciary designation is run by the Center for Fiduciary Studies fi360. To obtain the AIF Designation, a person should meet prerequisite standards, full a coaching program, and go a complete examination. Six hours of continuous schooling is required yearly to keep up the designation.
CPA – Certified Public Accountant is a license set by the American Institute of Certified Public Accountants and administered by the National Association of State Boards of Accountancy. Eligibility to take a seat for the Uniform CPA Exam is set by particular person State Boards of Accountancy. Typically, the requirement is a U.S. bachelor's diploma which features a minimal variety of qualifying credit score hours in accounting and enterprise administration with an extra one-yr research. All CPA candidates should go the Uniform CPA Examination to qualify for a CPA certificates and license (i.e., allow to apply) to apply public accounting. CPAs are required to take persevering with schooling programs to resume their license, and most states require CPAs to finish an ethics course throughout each renewal interval.
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