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12 Views ā¢ Feb 22, 2022 ā¢ Click to toggle off description
-Dave Zoller, CFPĀ®
ā¤ļø[THE "DO IT YOURSELF" RETIREMENT PLAN]
Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor
www.davezoller.com/DIY-Retirement
š [FREE GIFT: HOW TO FIND YOUR PURPOSE IN RETIREMENT]
davezoller.com/retirement
š [CHARITABLE GIVING STRATEGY SESSION]
www.davezoller.com/philanthropic-strategy
š [ HAVE QUESTIONS ABOUT RETIREMENT? ]
APPLY FOR A PRIVATE RETIREMENT STRATEGY CALL WITH ME.
streamline.typeform.com/to/icE3eC
ā”ļø [CONNECT WITH ME ON LINKEDIN]
www.linkedin.com/in/davezoller/
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MUSIC:
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Disclaimer: Since we donāt know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Streamline Financial Services, LLC or its members cannot be held liable for any use or misuse of this content.
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Views : 12
Genre: Education
Uploaded At Feb 22, 2022 ^^
warning: returnyoutubedislikes may not be accurate, this is just an estiment ehe :3
Rating : 5 (0/6 LTDR)
100.00% of the users lieked the video!!
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User score: 100.00- Masterpiece Video
RYD date created : 2022-02-22T19:41:07.836685Z
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YouTube Comments - 2 Comments
Top Comments of this video!! :3
This market is melting. Lol
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@IwasRetired
2 years ago
Thanks, Dave. I've looked over some of your DIY retirement planning tools. Good stuff, but so far, I'm seeing they are mostly designed for one of my three kinds of retirees. The traditional retiree. Then there are the FIRE retirees, who live like monks to retire early. I'm part of the third type of retiree. Those forced into an early retirement through job loss or health. DIY retiree by necessity. I had to find a financial plan that works in a hurry. You should think about tools that will help quickly assess your situation and discuss the need for a healthy cash cushion as you get older to protect against this sudden, unexpected retirement. BTW, I'm a New Retirement fan too.
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