The Retirement Remedy: The Plan to Make Your Nest Egg Last | Dan Casey | TEDxWilmingtonLive
The Step-by-Step Process to walk anyone from beginning investor to retirement. Dan walks you through his phrase "Life is Great" where each letter represents an important finance action to take at each point in your life.
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Dan is the founder of Bridgeriver Advisors, an investment advisory firm in Bloomfield Hills, Michigan. As a best-selling author and speaker, Dan is able to speak nationwide with his no-nonsense brand of financial management. And as a pure fiduciary, he stands by his clients with a strict 'no commission' policy on all investment strategies. Dan strives to help clients reach the retirement of their dreams.
He simplifies the financial landscape, so clients understand exactly where their money is and how it's effectively working for them with the lowest fees possible.
It's not what you make - it's what you keep! This talk was given at a TEDx event using the TED conference format but independently organized by a local community. Learn more at www.ted.com/tedx
Пікірлер: 17
Thank you for making financial planning easy to understand! We watched this as a couple and altered some financial plans.
Do your eyes glaze over when you think about money, finance--and especially your retirement? Most of us won't admit that--no matter how savvy we think we are--we all can feel that pit in the stomach when it comes to planning for our futures--me included! Dan knows how we feel--and what we need to do. His talk is so reassuring--and calming. And you don't need a degree in finance! Thank you
Retired Time is Best Time for You & Me !!
Thank you
I love it!! LIFE IS GREAT!!! Thanks, Dan for making this simple to understand and follow!
Should have added a note: No dollar bill was harmed to make this video.
I am Retired in Finland , can go 55 age ! Make a Plan & Become an Expert what You Love & Don’t Leave those You Love Behind ! Retired Time for me is Best Time my Life. Retired 4 You.
Hello what I Think for Retired. Find Your Passion. Dream Big. Make a Plan. Become an Expert what You Love. Help Others Achieve Their Dreams. Don't Leave those You Love Behind. I am Retired in Finland 55 age. This is a Best Time in my Life ! Retired 4 You.
Before I can retire I worked 13 hours per day Do things I don't like Just because of living
I can go Retired 55 age in Finland. If you can go Retired then go ASAP. This is the Best Time your Life ! Retired 4 You.
13:30 - BINGO!!! Use your 'withdrawal plan' to operate under the 1040 Standard Deduction. You are the 1st person I've heard on KZread to mention this strategy. I have my entire portfolio structured using this format.
Can't wait to attend Dan's seminar next week in Utica, Mich, and see if this is real.
Great practical insight, but presented in a too fast talk manner, which is very difficult for the elderly to grab its clear understanding. Style adjustment is needed, otherwise is excellent.
@peterlung2601
2 ай бұрын
You can change the speed of the talk at a slower pace in the KZread video.
It's sad that we live in a country that requires people like this to come up with extremely clever plans for retirement. This era of human history is depressing. Can I be put in cariogenic sleep for 200 years? I think the future will be a much more humane place for humans.
Whole life sucks, you pay 10x for your life insurance and any cash value you accrue the insurance company keeps when you die. This charlatan is giving Very bad advice.