We Rejected A Couple's $700k Retirement Plan

Retirement Tune-Up™ financial review and Ascend360™ Insider: www.riseinretirement.com
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A couple believes they have enough to retire comfortably, but financial advisors Jett and Taco disagree. Discover why $700k might not be enough and the crucial steps this couple needs to take before retiring.
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DISCLAIMER: This video is for informational and educational purposes only. It does not contain investment advice or constitute a recommendation of any investment strategy. Investing involves risk of loss and past performance is never a guarantee of future results/returns. The strategies discussed may not be right for you, and your personal circumstances should be considered before the adoption of any investment or tax strategy. You should review all tax decisions with your accountant, counsel, or tax advisor. Investment advisory services provided by Great Lakes Retirement, Inc., an SEC-Registered Investment Advisor. Insurance and tax planning services provided by W.A. Smith Financial, LLC. You can read more here: https://wasmithfinancial.com/disclosure/