CFP® Answers: Can You Retire with 1 Million Dollars? | Julia Lembcke, CFP® | URS Advisory

Can you retire on 1 Million Dollars?

Are you a retiree worried about the sequence of returns risk and how it may impact your financial future?

In this video, Julia Lembcke, CERTIFIED FINANCIAL PLANNER™ , shares valuable insights and strategies to structure your investments and ensure a steady income stream while growing your assets over the long term.

Original URS Bucketing Strategy Video Here: https://www.youtube.com/watch?v=_1Z-JjqfSFs&t=198s

Discover how to segment your money into different buckets tailored to your income needs and time horizons, minimizing the impact of market fluctuations and withdrawals.

Don't miss this essential guide to securing your retirement and achieving financial peace of mind!

00:00 Introduction: How do you structure your investments to cover your income needs and grow over the long term?
01:23 Understanding Sequence of Returns Risk
02:59 Exactly what I would do with your 1 million dollars

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Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before making any financial decisions.

#RetirementInvesting #SequenceOfReturnsRisk #InvestmentStrategy #onemilliondollars #incomeplanning

Тэги:

#retirement #investments #income_needs #financial_professional #investment_allocation #investment_strategy #sequence_of_returns_risk #bucketing_strategy #portfolio_allocation

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