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Bad Retirement Success Score? Retire Sooner than You Think…

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Safeguard Wealth Management

Are you letting a bad retirement plan delay your retirement? With the right retirement strategies, your money can often stretch a lot further than you think. You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 5440576 or go to https://www.safeguardinvest.com/contact.'>https://www.safeguardinvest.com/contact.

Timestamps:
0:00 Is a Bad Retirement Success Score Actually Bad?
0:23 What is a Retirement Success Score?
1:29 Problems with Success Scores...
3:00 Reason #1 Composition of Your Goals
4:16 Reason #2 When Do Failures Happen?
6:11 Reason #3 Your Income Floor
6:46 Reason #4 Too Conservative Assumptions
7:43 Reason #5 No Context Around Our Place in Time
9:29 A Better Alternative to Success Scores...


Always remember, "You Don't Need More Money; You Need a Better Plan"

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Talk with us about your retirement plan here: https://www.safeguardinvest.com/contact

The New 60/40: How the Next Generation of Retirees Can Achieve Radical Financial Freedom through Better Safe Investing https://www.amazon.com/New60Generat...

Safeguard Wealth Management is an SEC Registered Investment Advisor. Safeguard Wealth Management is not an insurance provider. All content on YouTube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at https://www.safeguardinvest.com/fiduc...

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