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I'm A Retirement Advisor: Here's What I Tell Every Client At 62

Kennt Rubin, CFP®, CIMA®, CEPA

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I'm A Retirement Advisor: Here's What I Tell Every Client At 62

1 351 просмотр · 2 недели назад
Kennt Rubin, CFP®, CIMA®, CEPA
97 подписчиков
1 351 просмотр · 2 недели назад
Sixty two is the age where the decisions start getting permanent. Social Security, health coverage, and where your income actually comes from all land in the same few years. In this video I walk through what I say to people sitting at that point, the assumptions most of them arrive with, and where the standard advice quietly stops working. Nothing here is personalized advice. Your situation is your own, and it's worth running your own numbers before you make a decision.