Fast Track Your Retirement After 40 YMYW S.7 | Ep. 14

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Have the years raced by without saving for retirement being a priority? You are in good company. Financial professionals Joe Anderson and Alan Clopine give you tips to fast rack your retirement after 40. Planning for your retirement takes a different approach when you haven't focused on it until the time horizon for retirement isn't that far off in the distance. From putting a plan in place, keeping more of what you make to making sure you don't derail your retirement, this segment is a must-see for anyone falling short of their savings goals.

Key Points:

0:00 Intro
1:50 Retirement Goals Employees Want
2:30 Fast Track Your Retirement After 40
4:00 Action Plan
5:40 Determine Spending
7:50 Monthly Plan to 500k
9:00 Retirement Accounts
12:20 Delay Retirement
13:10 Keep Working
15:50 Patience Pays
19:20 Avoid Raiding the Account
20:40 Are you giving it to Adult Children?
21:40 Ask the Experts

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• 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.
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• 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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