Peak Financial Planning

@ThePeakFP - 255 本の動画

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I'm a CERTIFIED FINANCIAL PLANNER TM and a Retirement Income Certified Professional. Every week we release 2 videos designed to help you Navigate the Retirem...

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40% Retire Too Early. This Could Be YOU... 14:02

40% Retire Too Early. This Could Be YOU...

Why you WON'T Retire - Even Though You Know You COULD Retire... 14:04

Why you WON'T Retire - Even Though You Know You COULD Retire...

DON’T PANIC (But Check This Rule Before You Retire) 17:03

DON’T PANIC (But Check This Rule Before You Retire)

You're In A TRAP: Retirement Sucks If You Wait Too Long 14:32

You're In A TRAP: Retirement Sucks If You Wait Too Long

I Showed This Retiree Where It All Went Wrong... 16:08

I Showed This Retiree Where It All Went Wrong...

I'm 61 With $1.03M, How Much Can I Spend in Retirement? 15:58

I'm 61 With $1.03M, How Much Can I Spend in Retirement?

4 Steps to Managing EXTREME Market Volatility 5:49

4 Steps to Managing EXTREME Market Volatility

Its Boring, But This Is The Secret To Being A "Rich Retiree” 14:26

Its Boring, But This Is The Secret To Being A "Rich Retiree”

What Wealthy 80-Year-Olds Wish They Knew At Retirement 10:58

What Wealthy 80-Year-Olds Wish They Knew At Retirement

You’re Retirement Savings Aren’t The Reason You Haven’t Retired, This Is… 10:12

You’re Retirement Savings Aren’t The Reason You Haven’t Retired, This Is…

This Chart Shows When Most Retirements Are At Risk 13:22

This Chart Shows When Most Retirements Are At Risk

If You're Tired of Working But Scared To Retire, Watch This 12:44

If You're Tired of Working But Scared To Retire, Watch This

The Retirement Question Most Retirees Ignore 16:36

The Retirement Question Most Retirees Ignore

I am 62 with $1.6M. What Role Will My Social Security Income Play?! 16:44

I am 62 with $1.6M. What Role Will My Social Security Income Play?!

If I Wanted To Retire in 2025, Here's The First 3 Numbers I'd Track 13:04

If I Wanted To Retire in 2025, Here's The First 3 Numbers I'd Track

I Was Wrong About Early Retirement (What I Know Now) 10:09

I Was Wrong About Early Retirement (What I Know Now)

When I Show Retirees This Chart, They Spend 40% More 12:44

When I Show Retirees This Chart, They Spend 40% More

Here's the ONE THING All Retirees Wish They Had Done Sooner 9:51

Here's the ONE THING All Retirees Wish They Had Done Sooner

It's Not Too Late To Retire, You're Just Following Outdated Rules 10:04

It's Not Too Late To Retire, You're Just Following Outdated Rules

Why Retiring At The Same Time As Your Spouse Is A Terrible Idea 13:01

Why Retiring At The Same Time As Your Spouse Is A Terrible Idea

Loss Aversion Theory: Why Retirees Are Too Scared To Retire 12:08

Loss Aversion Theory: Why Retirees Are Too Scared To Retire

The 4 Stages Of Retirement Planning: Which One Are You In? 10:41

The 4 Stages Of Retirement Planning: Which One Are You In?

Retirement Expert: How I Actually Build A $2M Portfolio 25:39

Retirement Expert: How I Actually Build A $2M Portfolio

The 5 Secret Wealth Killers Retirees Don't Notice Until 70 12:09

The 5 Secret Wealth Killers Retirees Don't Notice Until 70

How To Evaluate A Retirement Investment Portfolio 12:53

How To Evaluate A Retirement Investment Portfolio

They've Manipulated You: Retirement Is Cheaper Than You Think 13:15

They've Manipulated You: Retirement Is Cheaper Than You Think

Give Me 11 Minutes, And You'll Save 10 Years Of Your Life 11:21

Give Me 11 Minutes, And You'll Save 10 Years Of Your Life

Is The 1% Rule Actually Worthwhile in Retirement? 8:02

Is The 1% Rule Actually Worthwhile in Retirement?

Retirement Timing Strategies Ranked Worst To Best 13:10

Retirement Timing Strategies Ranked Worst To Best

How Much Can I Spend In Retirement EVERY DAY? (By Savings Bracket) 16:17

How Much Can I Spend In Retirement EVERY DAY? (By Savings Bracket)

It's harsh, but if you want to retire, you need to hear this 18:38

It's harsh, but if you want to retire, you need to hear this

It's A Lie: Why You Won't Run Out Of Money In Retirement 5:04

It's A Lie: Why You Won't Run Out Of Money In Retirement

The 5-Year Rule: Why You Need Less Than You Think To Retire… 10:01

The 5-Year Rule: Why You Need Less Than You Think To Retire…

I’ve Read 100 Books On Life. Here’s How To Retire Without Regret… 13:00

I’ve Read 100 Books On Life. Here’s How To Retire Without Regret…

Here's The No.1 Sign You Are Ready To Retire NOW (Even If It Doesn't Feel Like It) 6:40

Here's The No.1 Sign You Are Ready To Retire NOW (Even If It Doesn't Feel Like It)

Retirement Expert Breaks Down How Harris vs Trump Impacts You 19:15

Retirement Expert Breaks Down How Harris vs Trump Impacts You

The Retirement Tax You Shouldn't Pay For But Still Do 18:30

The Retirement Tax You Shouldn't Pay For But Still Do

I Reviewed A Subscribers Retirement Plan (Here’s Where They Went Wrong) 25:31

I Reviewed A Subscribers Retirement Plan (Here’s Where They Went Wrong)

Watch This Video To Avoid The RMD Tax Time Bomb ... 11:50

Watch This Video To Avoid The RMD Tax Time Bomb ...

Every Broken Retirement Rule Explained in 14 Minutes 14:43

Every Broken Retirement Rule Explained in 14 Minutes

It's Not Just You: Why Everyone Gave Up Retiring Early ... 17:30

It's Not Just You: Why Everyone Gave Up Retiring Early ...

How Much Should I Pay My Advisor? 1% vs Fee Only 13:49

How Much Should I Pay My Advisor? 1% vs Fee Only

A Step-By-Step Guide To Retiring With $650k In Savings 25:44

A Step-By-Step Guide To Retiring With $650k In Savings

Retirement Portfolio Lies: Why Asset Allocation Is A Scam 17:23

Retirement Portfolio Lies: Why Asset Allocation Is A Scam

Retirement Expert Explains: Why Bonds Are Riskier Than Stocks 16:34

Retirement Expert Explains: Why Bonds Are Riskier Than Stocks

I've Built 100 Financial Plans, Here's What Works - Peak FP Podcast 11:34

I've Built 100 Financial Plans, Here's What Works - Peak FP Podcast

The Saving Paradox: Why Most Retirees Secretly Struggle 11:01

The Saving Paradox: Why Most Retirees Secretly Struggle

Retirement Withdrawal Strategies Ranked (Best to Worst) 20:50

Retirement Withdrawal Strategies Ranked (Best to Worst)

Most Americans Will NEVER Retire: Here's How To Time Yours 17:34

Most Americans Will NEVER Retire: Here's How To Time Yours

Why It Makes COMPLETE Sense To Claim Social Security At 62 15:58

Why It Makes COMPLETE Sense To Claim Social Security At 62

Peak FP Podcast: Why Your Retirement Investment’s are At Risk 15:48

Peak FP Podcast: Why Your Retirement Investment’s are At Risk

3 Signs You Have Enough Money To Retire, NOW 12:45

3 Signs You Have Enough Money To Retire, NOW

The Retirement Spending Lies All Retirees Believe 20:21

The Retirement Spending Lies All Retirees Believe

Peak FP Podcast: Retirement Planning Tools Will Ruin Your Retirement 16:28

Peak FP Podcast: Retirement Planning Tools Will Ruin Your Retirement

Why Claiming Social Security at 70 Is Worse Than You Think 19:04

Why Claiming Social Security at 70 Is Worse Than You Think

Can I Realistically Spend $10,000 in Retirement? 21:12

Can I Realistically Spend $10,000 in Retirement?

4 ROTH Retirement Traps That WILL RUIN Your Retirement 15:16

4 ROTH Retirement Traps That WILL RUIN Your Retirement

How To Retire In 5 Years (FULL GUIDE) 19:02

How To Retire In 5 Years (FULL GUIDE)

The 4% Rule Will Ruin Your Retirement… Do This Instead 17:32

The 4% Rule Will Ruin Your Retirement… Do This Instead

4 Easy Steps to Efficiently Withdraw in Retirement 0:59

4 Easy Steps to Efficiently Withdraw in Retirement

3 Problems with Retirement Planning Tools 0:56

3 Problems with Retirement Planning Tools

3 Problems with using Average Rate of Return 0:50

3 Problems with using Average Rate of Return

3 Problems with Monte Carlo Simulations 0:59

3 Problems with Monte Carlo Simulations

5 Spending Mistakes That WILL END Your Retirement Early 17:02

5 Spending Mistakes That WILL END Your Retirement Early

How to do retirement budgeting effectively 0:59

How to do retirement budgeting effectively

How to maximize social security benefits 1:00

How to maximize social security benefits

investment diversification 0:50

investment diversification

Late to Retirement Planning? Do this! 0:56

Late to Retirement Planning? Do this!

We are 62 with $2,100,000 Saved, Can We Retire? 20:29

We are 62 with $2,100,000 Saved, Can We Retire?

How to pay less taxes in retirement 0:47

How to pay less taxes in retirement

4 Retirement Deadlines You Won't Want to Miss  #financialplanning 1:00

4 Retirement Deadlines You Won't Want to Miss #financialplanning

3 reason to retire earlier 0:49

3 reason to retire earlier

How To Build A 5-Year Retirement Plan in 15 Minutes 15:01

How To Build A 5-Year Retirement Plan in 15 Minutes

4 Common retirement mistakes 0:53

4 Common retirement mistakes

can you retire with too much money 0:48

can you retire with too much money

How much do you need to retire at 55, 60, or 65? 0:50

How much do you need to retire at 55, 60, or 65?

You Won’t Retire Until You Can Answer These 3 Questions 8:45

You Won’t Retire Until You Can Answer These 3 Questions

Can Retirement Annuities Help You Spend More In Retirement? 0:53

Can Retirement Annuities Help You Spend More In Retirement?

One Way To Stabilize Your Retirement Income 8:47

One Way To Stabilize Your Retirement Income

I've Consulted 100s of Pre-Retiree's...Here's What I Learned 0:51

I've Consulted 100s of Pre-Retiree's...Here's What I Learned

4 Things The Most Successful Retirees Do... 6:22

4 Things The Most Successful Retirees Do...

Living off of Dividends in Retirement 1:00

Living off of Dividends in Retirement

Want to Simplify Your Retirement Income? Try Using a Dividend Portfolio... 10:23

Want to Simplify Your Retirement Income? Try Using a Dividend Portfolio...

The correct way to measure your retirement success 0:53

The correct way to measure your retirement success

How to manage a cash reserve in retirement 0:51

How to manage a cash reserve in retirement

A Cash Management System Can Give You Permission to Spend in Retirement 7:50

A Cash Management System Can Give You Permission to Spend in Retirement

Retirement Pitfall: The "Permission to Spend" Problem 0:58

Retirement Pitfall: The "Permission to Spend" Problem

Retirement Pitfall: The "Permission to Spend" Problem 4:49

Retirement Pitfall: The "Permission to Spend" Problem

The asset allocation problem 0:55

The asset allocation problem

Americans Need $1.46 million to retire? 0:53

Americans Need $1.46 million to retire?

Are You Ready to Retire? | Retirement Gap EXPLAINED 5:55

Are You Ready to Retire? | Retirement Gap EXPLAINED

How to Plan for Retirement with an Inheritance 4:48

How to Plan for Retirement with an Inheritance

What Do I Do With an Inheritance?  #inheritance #inheritanceplanning 0:53

What Do I Do With an Inheritance? #inheritance #inheritanceplanning

You Won't Retire When You Think You'll Retire...#retireearly, #earlyretirement 0:51

You Won't Retire When You Think You'll Retire...#retireearly, #earlyretirement

You Won't Retire When You Think You'll Retire... 7:19

You Won't Retire When You Think You'll Retire...

How Much Spending Can Your Retirement Portfolio Support? 11:23

How Much Spending Can Your Retirement Portfolio Support?

Try THIS unexpected way to reduce retirement stress 5:18

Try THIS unexpected way to reduce retirement stress

When should you Claim Social Security? 62 or 70? 8:01

When should you Claim Social Security? 62 or 70?

Should you use a Model Retirement Portfolio? 9:19

Should you use a Model Retirement Portfolio?

Are You In the Retirement Risk Zone? 1:00

Are You In the Retirement Risk Zone?

Retirement Risk Zone 2024

The right time and method to build your retirement plan! 11:54

The right time and method to build your retirement plan!

4350 回視聴 - 1 年前

Create your retirement plan with THIS financial assessment 13:54

Create your retirement plan with THIS financial assessment

3861 回視聴 - 1 年前

What is Your Retirement Plan Telling You to Do? 13:55

What is Your Retirement Plan Telling You to Do?

1760 回視聴 - 1 年前

Implement Your Retirement Plan: Organize, Prioritize, Systematize 11:11

Implement Your Retirement Plan: Organize, Prioritize, Systematize

1638 回視聴 - 1 年前

"Insure" Your Retirement Plan by Tracking THESE Things 16:16

"Insure" Your Retirement Plan by Tracking THESE Things

1686 回視聴 - 1 年前

Managing Your Retirement Plan Long Term 12:24

Managing Your Retirement Plan Long Term

2178 回視聴 - 1 年前