Do I Have Enough To Retire?

Are you ready to take charge of your retirement plan?

 

Join us as Jason Barber tackles the million-dollar question: “Do I have enough money to retire?”

 

In this insightful video, we explore the emotional and financial considerations tied to retirement, touching on the 4% rule and strategies to navigate the unpredictable stock market. Our holistic approach emphasizes achieving financial independence, empowering you to retire on your terms. Jason shares personal insights, encouraging early retirement planning and the freedom to decide when you’re ready. Health, well-being, and strategic considerations for retiring at 50 or 55 are also covered in our video.

 

Watch our video to learn more about developing a retirement plan to fit your unique needs.

Videos related to this

In our latest video, we delve into the world of Roth IRAs, specifically the 2024 increased contribution limits. Additionally, we highlight the benefits of investing in a Roth IRA. Watch now to learn about maximizing your Roth IRA contributions and growing your tax-free retirement savings!
Ever wondered about the difference between a will and a trust? We’ve got you covered! At Holistic Planning, we’re committed to demystifying complex financial concepts for you.
If you’re enrolled in Medicare and earning a high income, you may be subject to the Income-Related Monthly Adjustment Amount (IRMAA) penalty. Learn more about how IRMAA works and how to avoid this surcharge with our helpful video.

READY TO GET STARTED?

You’ll have a chance to to visit with one of our dedicated team members to discuss your questions, concerns, and goals.

If you would prefer a phone conversation.
Call (936) 800-0800

Scroll to Top