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Married Couples Social Security Strategy: When You Start Could Have a BIG Impact
Maximizing Your Social Security Family Benefit The date that you start Social Security can really impact the success of your and your spouse's retirement plan. Not every married couple understands the extent this could affect their overall financial plan....
How to Take Retirement Withdrawals During Bad Markets
https://youtu.be/O63lS0bPxpY How to Take Portfolio Withdrawals in a Down Market When markets go down, it's also hard to watch the value in our accounts go down. It can even cause some to second guess if they're doing the right thing. But if we spend just a few minutes preparing our portfolio for...
Five Things To Have In Retirement That Can Make Life Better
https://youtu.be/HrEd1jM3R3w Retirement is really a great period of life. And because we specialize in retirement planning here at Streamline, we know a lot of retired people. For some, they use this period of life as a way to simplify and declutter. It's a natural progression when you get to that...
Seven Things Happy Retirees Do Well
https://youtu.be/Zyw9G_kFi64 When I talk to clients after a year of retirement, I get one of two answers. Some say it’s going great and they’re really enjoying an amazing stage of life. Others say it kind of stinks. They thought they’d be having a lot more fun with their free time. That they’d be...
How Much Is Enough?
https://youtu.be/f4FSgtZGatY In this post, I'm going to give you some ways to find out how much is enough for you. This is so important because it's much harder to reach financial independence if we don't know what our enough is. Enough is where we could find more peace in our life. It's where...
Update: Three-Bucket Retirement Strategy
https://youtu.be/w7Be8vuB4Rg I met with a man recently in his early sixties who's looking to retire within the next six months. As we started talking about the Three-Bucket Strategy and how it fits into his retirement income plan, the question came up: how much should I have in each one of the...
How Much to Save for Retirement
https://www.youtube.com/watch?v=aIejvCPlK0c I recently came across a visual representation of how much to save for retirement and what sort of income that savings might be able to provide. The visual looked at three different retirement income numbers and a few different scenarios. I’ll provide a...
The Biggest Risks in Retirement
https://youtu.be/QtiJn2o_HOE We get to talk to a lot of people around the United States and even expats who live around the globe. And when we're designing ideal retirement income plans, one topic that comes up over and over is the risks that we currently face. Some of common worries that we hear...
Common Money Mistakes People Make When Retirement Planing and How to Avoid Them
https://youtu.be/DZRIKxz-CH4 Because we get to work with and talk with dozens of people who retire each year, we get to see those who do it well, and then we also get to see those who make some mistakes. In this post, we’re going to look at some of the most common mistakes people make in...