Mile Markers to Retirement |
Your Money, Your Wealth Your Money, Your Wealth
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 Published On Aug 6, 2023

Do you need to pull over and ask for directions on the road to retirement? Mile Markers along the highway let you know how much you’ve traveled and how much more you've got to go. When it comes to retirement, those Mile Markers can let you know if you are on track to retire comfortably... or not. With discipline and dedication, you can grow your wealth. Joe Anderson and Big Al Clopine will help you stay out of the ditch and ensure you’ll have enough gas to make it to the finish line!

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Your Money, Your Wealth® TV - S9 | E8

Retirement Mile Markers:
- 20 years from retirement: Spending and Savings
- 10 years from retirement: Asset Allocation and Asset Location
- 5 years from the finish line: Social Security Benefits and Withdrawal Strategies

0:00 - Intro
1:52 - Retirement Mile Markers
3:19 - Retirement Spending
5:10 - Retirement Saving
7:10 - Age Mile Markers
8:00 - Download the Retirement Readiness Guide
8:47 - True/False: Roth Conversions should be done 10 years before you retire.
9:44 - Mile Markers 10yrs from Retirement
10:56 - Asset Allocation
15:30 - Downsize Debt
16:27 - Age Mile Markers
16:50 - Download the Retirement Readiness Guide
17:45 - True/False: The average monthly Social Security check is $2,000
18:16 - Mile Markers 5yrs from Retirement
19:00 - Social Security Strategy
20:29 - Withdrawal Strategy
22:10 - Age Mile Markers
22:29 - Pure Takeaway
22:44 - Download the Retirement Readiness Guide

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IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, LLC, a Registered Investment Advisor.
• Pure Financial Advisors LLC does not offer tax or legal advice. Consult with your tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. As rules and regulations change, content may become outdated.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.
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