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How Much Money do You Need to Retire? Financial Planning with Jeb Jarrell
- 2024/08/18
- 再生時間: 55 分
- ポッドキャスト
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サマリー
あらすじ・解説
My guest today is Jeb Jarrell. Jeb has a masters degree in Financial Planning, is a Certified Financial Planner, and is the founder of Plentiful Wealth, a financial advisory firm with a focus on retirement planning.
Over the last decade, Jeb has had the privilege of working with diverse clientele, ranging from college students to ultra-high-net-worth individuals.
His mission is to de-mystify the world of finance, by breaking down jargon-filled, complicated topics into easily understandable concepts, concepts he says you need to be able to understand.
In this conversation we talk about:
- How MUCH money you need to retire.
- How much money you need to “bridge the gap” and retire early.
- WHEN you retire - how much money you will need to live comfortably.
- The biggest issues holding folks back from retiring.
- Deciding when to claim Social Security and how much money you should expect to receive .
- The best options for healthcare before 65 and before qualifying for medicare
- Tips and strategies for young people wanting to save and invest money.
- How to avoid paying too much in taxes and penalties.
- Strategies and tips for self-employed and small business owners
- How to handle credit card and auto loan debt.
Contact Jeb Jarrell:
Website: www.plentifulwealth.com
Email: jeb@plentifulwealth.com
Phone: (606) 775-0246
SHOW NOTES:
Download Jeb’s free guide: Writing the Next Chapter: Planning for Life After Retirement