Jake Fisher: Conversations That I Have With Clients

Jake Fisher: Conversations That I Have With Clients

- How much should I be saving and why?
- Could I actually be over saving?
- Am I saving into the right investments and how do I know?
- How much risk am I taking on for a certain rate of return?
- Do I have to take on more risk for a greater return?
- How much can I safely take from my investments in yearly income in retirement and how do I know?
- How long will my money last based on how much I want to take?
- What happens to my chances of success if there is a down year in the market?
- What is the plan when the market returns a negative and I still want to draw my income in retirement?
- How do I make sure I don't outlive the money I have saved?
- What is the most tax advantaged way to preserve my investments and keep it out of the government's hands?

Jake Fisher: jakefisheremail@gmail.com

https://youtu.be/Eb6Hzfe0KM8
https://youtu.be/QZqNE3ZWEXk

#savings #taxation #retirement