There are 5 steps we need to take to achieve a successful and secure retirement. I look at it like we’re climbing up a mountain and the peak is that retirement and there are 5 base camps we need to get to in order to make it all the way. You don't want to skip these milestones as you’re on the journey. Dave Zoller, CFP® Let's Talk https://streamlineplanning.com/start-here MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retirement ----------------------- POPULAR RETIREMENT VIDEOS 7 Things Happy Retirees Do Well. Retirement Planning Tips From Recent Retirees https://youtu.be/Zyw9G_kFi64 Why Delaying Retirement Might NOT Be a Good Idea https://youtu.be/76xuyd-qSZg Is The S&P All I Need to Retire? https://youtu.be/01PP5WDlhUU 3 Must-Have Assets When Retirement Planning. https://youtu.be/ifykklPqqxg ----------------------- #retirement #howmuchtoretire #retirementplanning MUSIC: Stary Sky- Simon Grob Subway Dreams- Dan Henig Disclaimer: Since we don’t know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Streamline Financial Services, LLC or its members cannot be held liable for any use or misuse of this content. Affiliate Disclaimer: This post may include affiliate links where we may earn a payment when you click on the links at no additional cost to you. Disclosures: Securities offered through LaSalle St. Securities LLC (LSS), member FINRA/SIPC. Advisory services offered through LaSalle St. Investment Advisors LLC (LSIA), a Registered Investment Advisor. Streamline Financial Services is not affiliated with LSS or LSIA. LSS is affiliated with LSIA.

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