#  @mcalcagno Matt Calcagno, CFP®, CKA® Matt Calcagno, CFP®, CKA® posts on YouTube about retirement, investment, dividend, financial planner the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/youtube::UCVUfyLHoGUtaBoseDKFfEAg/interactions)  - [--] Week [------] -10% - [--] Month [-------] +90% - [--] Months [-------] -9.20% - [--] Year [---------] +218% ### Mentions: [--] [#](/creator/youtube::UCVUfyLHoGUtaBoseDKFfEAg/posts_active)  - [--] Week [--] +25% - [--] Month [--] +96% - [--] Months [--] +70% - [--] Year [--] +166% ### Followers: [-----] [#](/creator/youtube::UCVUfyLHoGUtaBoseDKFfEAg/followers)  - [--] Week [-----] +0.74% - [--] Month [-----] +12% - [--] Months [-----] +33% - [--] Year [-----] +131% ### CreatorRank: [-------] [#](/creator/youtube::UCVUfyLHoGUtaBoseDKFfEAg/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) **Social topic influence** [retirement](/topic/retirement) #439, [investment](/topic/investment) #2088, [dividend](/topic/dividend) #101, [financial planner](/topic/financial-planner) #63, [how to](/topic/how-to), [social security](/topic/social-security) #72, [retire](/topic/retire) #134, [withdrawal](/topic/withdrawal) #55, [social](/topic/social) #2877, [movement](/topic/movement) #606 **Top accounts mentioned or mentioned by** [@purposebuiltwealth](/creator/undefined) ### Top Social Posts Top posts by engagements in the last [--] hours "Retiring with $5M It Still Wont Fix This SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Why the [--] years before an early retirement are so critical - https://youtu.be/sygnpSo5GdM ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not constitute an" [YouTube Link](https://youtube.com/watch?v=c-ZyfJu3XOw) 2025-06-20T20:32Z [----] followers, 33.7K engagements "Optimizing Asset Allocation for Early Retirement #retirement #investing SUBSCRIBE / https://www.youtube.com/channel/UCVUfyLHoGUtaBoseDKFfEAg ❓HOW MUCH DO I NEED TO RETIRE EARLY ❓ Get your free EARLY RETIREMENT READINESS REPORT to find out https://app.precisefp.com/w/a0ccre Personal early retirement assessment: https://onedegreeadvisors.com/getstarted/ More about me: https://mattcalcagno.com/about Follow me on Twitter: https://twitter.com/mattycalc My firm: https://onedegreeadvisors.com/ ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult" [YouTube Link](https://youtube.com/watch?v=7N7dX9MiaMM) 2024-04-04T23:27Z [----] followers, [---] engagements "They Spend $12K/mo Heres What Their Early Retirement Plan Looks Like SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Resources The Agony & The Ecstasy - https://privatebank.jpmorgan.com/nam/en/insights/markets-and-investing/ideas-and-insights/the-agony-the-ecstasy Signs You Should Retire EARLIER Than You Think - https://youtu.be/RT1ag6EE2TQ ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc." [YouTube Link](https://youtube.com/watch?v=9Fpspc4K77w) 2025-07-25T19:58Z [----] followers, 23.5K engagements "Money Doesn't Change Your Plan Does SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should" [YouTube Link](https://youtube.com/watch?v=Oe45ObNti0g) 2026-02-09T20:00Z [----] followers, [----] engagements "The One Trick Millionaire Retirees Use to Pay Themselves Forever SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and" [YouTube Link](https://youtube.com/watch?v=QEqcp2FACCA) 2026-02-07T01:22Z [----] followers, [----] engagements "How to Save $690K In Taxes In Retirement Want a custom strategy to retire early ➡ https://py01htti90f.typeform.com/to/SmyNH2Ao In this video I go through a roth conversion case study for a [--] year old couple with two million saved. SUBSCRIBE / https://www.youtube.com/channel/UCVUfyLHoGUtaBoseDKFfEAg Personal early retirement assessment: https://onedegreeadvisors.com/getstarted/ More about me: https://mattcalcagno.com/about Follow me on Twitter: https://twitter.com/mattycalc My firm: https://onedegreeadvisors.com/ ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each" [YouTube Link](https://youtube.com/watch?v=TYGa1TSqfa4) 2024-02-17T15:30Z [----] followers, [---] engagements "Do This With Your Retirement Fears SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not" [YouTube Link](https://youtube.com/watch?v=UjJUjK_zRfI) 2026-02-08T20:00Z [----] followers, [---] engagements "$5M Early Retirement Portfolio (Full Breakdown) SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of" [YouTube Link](https://youtube.com/watch?v=WYLhfe6OToo) 2025-03-15T00:52Z [----] followers, [----] engagements "Im [--] With $4MCan I Retire Early In LA/SF/etc SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of" [YouTube Link](https://youtube.com/watch?v=dN7a_Us-ozA) 2025-07-18T21:57Z [----] followers, 11.7K engagements "Im [--] with $2.7 Million. How Much Can I Expect to Spend If I Retire Early WORK WITH ME👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/SmyNH2Ao In this video I walk through a Case Study of a couple's financial plan and withdrawal strategy. SUBSCRIBE / https://www.youtube.com/channel/UCVUfyLHoGUtaBoseDKFfEAg My firm: https://onedegreeadvisors.com/ ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any" [YouTube Link](https://youtube.com/watch?v=exE3HRmnSdY) 2024-02-10T15:30Z [----] followers, 77.8K engagements "Fix Your Withdrawal Rate SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not be relied" [YouTube Link](https://youtube.com/watch?v=qJRYptqnjP8) 2026-02-02T20:00Z [----] followers, [----] engagements "New Retirement Withdrawal Strategy SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt This is What A $3 Million Early Retirement Withdrawal Strategy Looks Like (Real Life Example) - https://youtu.be/FCfrIhr-Xac ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only." [YouTube Link](https://youtube.com/watch?v=xI0hFIiu4t0) 2025-07-11T23:16Z [----] followers, 62K engagements "Brutally Honest Advice If You Want to Retire Before [--] WORK WITH ME👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/SmyNH2Ao This is brutally honest advice for those that want to retire before [--]. Questions: https://docs.google.com/document/d/1GOxmkrTgqYBeb0RZSaM-33G8KL1B8FTx0sfgqxwvrFA/copy ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel" [YouTube Link](https://youtube.com/watch?v=0D91y-te17M) 2024-08-24T15:30Z [----] followers, 19.7K engagements "Your Plan Adapts to You Not the Market SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should" [YouTube Link](https://youtube.com/watch?v=1xhylzhj1nk) 2026-02-03T20:00Z [----] followers, [---] engagements "A Plan Trumps Your Dollar Amount SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not" [YouTube Link](https://youtube.com/watch?v=4ZaGx5nCbR8) 2026-02-04T22:48Z [----] followers, [----] engagements "Don't Let Your Retirement End Up In The Gutter SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only" [YouTube Link](https://youtube.com/watch?v=6cO1RWH8cVc) 2026-02-06T20:00Z [----] followers, [----] engagements "The Truth About Stock Allocation SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not" [YouTube Link](https://youtube.com/watch?v=6h0_Aj9jTxo) 2026-01-30T20:09Z [----] followers, [----] engagements "Best Questions to Ask A Financial Advisor in [----] Want a custom strategy to retire early ➡ https://py01htti90f.typeform.com/to/SmyNH2Ao SUBSCRIBE / https://www.youtube.com/channel/UCVUfyLHoGUtaBoseDKFfEAg My firm: https://onedegreeadvisors.com/ ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not constitute an investment" [YouTube Link](https://youtube.com/watch?v=9w3r7nbdP2s) 2024-04-19T23:22Z [----] followers, [----] engagements "If I Wanted To Retire Early In [----] Here is what Id do SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt US Stocks Ride Rocky Road to a Third Straight Year of Gains - https://my.dimensional.com/market-review-2025-us-stocks-ride-rocky-road-to-a-third-straight-year-of-gains(https://my.dimensional.com/market-review-2025-us-stocks-ride-rocky-road-to-a-third-straight-year-of-gains) ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner" [YouTube Link](https://youtube.com/watch?v=FAKpVu1rgg0) 2026-02-04T22:36Z [----] followers, 11.2K engagements "Chasing 100% = Missing Out on Life SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not" [YouTube Link](https://youtube.com/watch?v=J714ocstthE) 2026-02-04T20:00Z [----] followers, [----] engagements "This Is When You FINALLY Can Stop Saving For Retirement (Seriously) SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and" [YouTube Link](https://youtube.com/watch?v=JA4HMvP3pPY) 2026-01-13T20:12Z [----] followers, 114.8K engagements "Spending Smarter Not Harder SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not be" [YouTube Link](https://youtube.com/watch?v=MB3W_PPCJag) 2026-02-01T20:00Z [----] followers, [----] engagements "Ditch the 4% Rule Do This Instead SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not" [YouTube Link](https://youtube.com/watch?v=OKTwPyGOf10) 2026-01-31T20:00Z [----] followers, [---] engagements "Will My $3M IRA Last If I Retire at [----] SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Reasons NOT To Convert to Roth (2025) - https://youtu.be/e6RfRrDJX3Y ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations" [YouTube Link](https://youtube.com/watch?v=TKqJv5DKyYQ) 2025-09-05T20:29Z [----] followers, [----] engagements "Master Retirement in [--] Tiers SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not be" [YouTube Link](https://youtube.com/watch?v=X6vi35DEhNM) 2026-02-05T20:00Z [----] followers, [----] engagements "Don't Leave Money on the Table SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not be" [YouTube Link](https://youtube.com/watch?v=ZyDmP-j26rg) 2026-02-05T20:00Z [----] followers, [----] engagements "$3M Saved & Still Afraid SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not be relied" [YouTube Link](https://youtube.com/watch?v=f4o4kzzYYXQ) 2026-02-07T20:00Z [----] followers, [----] engagements "The $1M Retirement vs. $10M Retirement (Full Comparison) SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment" [YouTube Link](https://youtube.com/watch?v=mBR-snYlCnE) 2026-01-20T23:51Z [----] followers, [----] engagements "I'm [--] with $1 Million In My 401(k). Can I Retire (ALL PRE_TAX) Free early retirement assessment 👇🏼 https://py01htti90f.typeform.com/to/SmyNH2Ao Living expense worksheet: https://docs.google.com/spreadsheets/d/14xjwdY3ekd5iEITM-8hAUsn9D3Z37Xk_z3tw7-qKoPM/copy In this video I go through the a case study to show you what's possible when it comes to an early retirement with your 401(k)s being your main source of income. SUBSCRIBE / https://www.youtube.com/channel/UCVUfyLHoGUtaBoseDKFfEAg My firm: https://onedegreeadvisors.com/ ⚠ "DISCLAIMER:⚠ All content is not to be received as financial" [YouTube Link](https://youtube.com/watch?v=o5Xk4ANqutw) 2024-05-10T23:13Z [----] followers, [----] engagements "Retire EARLY on a $5k $10k or $15k/mo Budget WORK WITH ME👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/SmyNH2Ao In this video I go through a different method for creating income that goes beyond the traditional methods. SUBSCRIBE / https://www.youtube.com/channel/UCVUfyLHoGUtaBoseDKFfEAg My firm: https://onedegreeadvisors.com/ ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions." [YouTube Link](https://youtube.com/watch?v=pJQvEpP3AGs) 2024-04-26T23:32Z [----] followers, 23.2K engagements "Here Is What A $3M Early Retirement Portfolio Looks Like WORK WITH ME👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/SmyNH2Ao In this video I walk through a case study on how you might want to think about asset allocation when designing an early retirement portfolio. SUBSCRIBE / https://www.youtube.com/channel/UCVUfyLHoGUtaBoseDKFfEAg My firm: https://onedegreeadvisors.com/ ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate" [YouTube Link](https://youtube.com/watch?v=ql6ft5GRwv0) 2024-03-30T14:30Z [----] followers, 36.9K engagements "I have $1.6M. Can I Retire at [--] Want a custom strategy to retire early ➡ https://py01htti90f.typeform.com/to/SmyNH2Ao Today I am going to go through a case study to show you what your options are if youre [--] years old a single household and have about $1.6 million saved for retirement. SUBSCRIBE / https://www.youtube.com/channel/UCVUfyLHoGUtaBoseDKFfEAg ❓HOW MUCH DO I NEED TO RETIRE EARLY ❓ Get your free EARLY RETIREMENT READINESS REPORT to find out https://app.precisefp.com/w/a0ccre Personal early retirement assessment: https://onedegreeadvisors.com/getstarted/ More about me:" [YouTube Link](https://youtube.com/watch?v=qwrbrVaby_4) 2024-03-09T15:00Z [----] followers, [---] engagements "Whats a Safe Retirement Withdrawal Rate for [----] (New Research) SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Resources Whats a Safe Retirement Withdrawal Rate for [----] - https://www.morningstar.com/retirement/whats-safe-retirement-withdrawal-rate-2026 The Portfolio Size Effect And Using A Bond Tent To Navigate The Retirement Danger Zone - https://www.kitces.com/blog/managing-portfolio-size-effect-with-bond-tent-in-retirement-red-zone/ ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each" [YouTube Link](https://youtube.com/watch?v=w5gVco26hP0) 2026-01-30T19:52Z [----] followers, [----] engagements "Im in My 30s Making $400k+ How Can I Retire Early (Real Life Example) Want a custom strategy to retire early ➡ https://py01htti90f.typeform.com/to/SmyNH2Ao If you are like many of the people I work with you dont necessarily want to wait until you are [--] to retire. In this video I walk through a real life case study of a couple in their 30's who make over $400k Im going to share with you the options and levers that we pulled for their financial plan to help them save for and buy a home reduce their current and future tax liability and set up a plan for them to retire early. SUBSCRIBE: /" [YouTube Link](https://youtube.com/watch?v=ywOza-Ru-XA) 2023-09-23T17:00Z [----] followers, [---] engagements "Should You Work One More Year Or Just Retire Early SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt New Retirement Withdrawal Strategy - https://youtu.be/xI0hFIiu4t0 ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These" [YouTube Link](https://youtube.com/watch?v=-ZqLFIWEnhk) 2025-08-22T18:01Z [----] followers, [----] engagements "Youve Saved $2M+ for Retirement But Could One Bad Year Ruin It SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt I'm a Retirement Advisor. Here Are [--] Regrets That Haunt Early Retirees - https://youtu.be/2MM-3_nN4b0 ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been" [YouTube Link](https://youtube.com/watch?v=4N8SlmiZ1YA) 2025-08-15T23:20Z [----] followers, [----] engagements "How Long Until Your Roth Conversion Actually Pays Off in Retirement WORK WITH ME👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/SmyNH2Ao In the video I explain when the best time to take a Roth conversion and other factors to look for before you decide how much to convert. ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for" [YouTube Link](https://youtube.com/watch?v=5bNLsGaFF_4) 2024-12-20T15:53Z [----] followers, [----] engagements "The power of a high savings rate SUBSCRIBE: / @purposebuiltwealth More about me: https://mattcalcagno.com/about Follow me on Twitter: https://twitter.com/mattycalc My firm: https://onedegreeadvisors.com/ ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not constitute an investment recommendation. Investing involves risk." [YouTube Link](https://youtube.com/watch?v=BNwb-5wxDD4) 2023-09-09T17:00Z [----] followers, [---] engagements "If I Wanted To Retire Early In [----] Here is what Id do WORK WITH ME👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt In this video we go through some of the things you can do to prepare for a retirement in [----]. ⚠ "DISCLAIMER:⚠ This example shows the probability of success of a financial plan using Regime Based Monte Carlo simulations. Past rates of return among the assumption used in the simulation. Past performance does not guarantee future performance. Future returns may be lower higher. Investment values will fluctuate and" [YouTube Link](https://youtube.com/watch?v=CRLk8yi6iEE) 2025-01-03T22:45Z [----] followers, 23.5K engagements "What Happens to Social Security When You Retire at [--] SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt This Video Should Be Required Viewing to Retire Before [--] - https://youtu.be/UYULXYE8MSM ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not" [YouTube Link](https://youtube.com/watch?v=KLdpn3IVzxw) 2025-06-27T21:11Z [----] followers, [----] engagements "The Age That Changes Everything for Early Retirement SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes - https://onedegreeadvisors.com/2025/01/the-age-that-changes-everything-for-early-retirement Brutally Honest Advice If You Want to Retire Before [--] - https://youtu.be/0D91y-te17M ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents" [YouTube Link](https://youtube.com/watch?v=Nis4HqObKTw) 2025-01-17T23:25Z [----] followers, [----] engagements "Signs You Should Retire EARLIER Than You Think SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of" [YouTube Link](https://youtube.com/watch?v=RT1ag6EE2TQ) 2025-04-01T15:24Z [----] followers, [----] engagements "The Only Withdrawal Strategy That Applies To Early Retirement WORK WITH ME👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/SmyNH2Ao In this video I go through some of the most important factors that apply to an early retirement. ⚠ "DISCLAIMER:⚠ Resources: - Guyton: https://www.financialplanningassociation.org/sites/default/files/2021-10/MAR06%20JFP%20Guyton%20PDF.pdf - Vanguard: https://advisors.vanguard.com/content/dam/fas/pdfs/FAIARCAI.pdf All content is not to be received as financial advice and each individual should consult with their" [YouTube Link](https://youtube.com/watch?v=S0WpH1BWkSE) 2024-12-13T21:14Z [----] followers, [----] engagements "This Video Should Be Required Viewing to Retire Before [--] SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Resources The [--] Levels Of Wealth In Early Retirement - How Do You Compare - https://youtu.be/uVZtXU_VPn4 ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only." [YouTube Link](https://youtube.com/watch?v=UYULXYE8MSM) 2025-02-01T15:00Z [----] followers, [----] engagements "Signs You have Enough To Retire Early (Even if it doesnt feel like it) WORK WITH ME👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/SmyNH2Ao In this video I go through some green flags that tell me as a financial advisor you have enough to retire early. ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND" [YouTube Link](https://youtube.com/watch?v=VLirDkzV3sc) 2024-09-21T14:30Z [----] followers, 57.4K engagements "60 with $1M+ in 401(k)'s Here's A Real Retirement Spending Plan WORK WITH ME👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/SmyNH2Ao In this video I go through a retirement spending plan with a couple that has $1 million dollars and wants to retire early. ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND" [YouTube Link](https://youtube.com/watch?v=YcZAbdMINUc) 2024-10-19T15:00Z [----] followers, [----] engagements "(F.I.R.E) The Power of One More Year of Work The power of one additional year of work when it comes to an early retirement. SUBSCRIBE: / @purposebuiltwealth ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future" [YouTube Link](https://youtube.com/watch?v=_6IBgNixZis) 2023-08-16T20:33Z [----] followers, [---] engagements "Totally Outdated Retirement Facts Everyone Still Believes SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not constitute an investment recommendation. Investing involves risk. Past performance is no" [YouTube Link](https://youtube.com/watch?v=aHRnj9WewBo) 2025-05-16T21:25Z [----] followers, [----] engagements "4% Spending #retirement #investing SUBSCRIBE / https://www.youtube.com/channel/UCVUfyLHoGUtaBoseDKFfEAg ❓HOW MUCH DO I NEED TO RETIRE EARLY ❓ Get your free EARLY RETIREMENT READINESS REPORT to find out https://app.precisefp.com/w/a0ccre Personal early retirement assessment: https://onedegreeadvisors.com/getstarted/ More about me: https://mattcalcagno.com/about Follow me on Twitter: https://twitter.com/mattycalc My firm: https://onedegreeadvisors.com/ ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner" [YouTube Link](https://youtube.com/watch?v=aoCD7d68fu8) 2024-03-09T16:00Z [----] followers, [---] engagements "We Have $3 Million How Much Can We Spend If We Retire Before [--] WORK WITH ME👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/SmyNH2Ao In this video I walk through a case study of how much a couple can spend if they retire before [--]. And I cover the [--] fundamental factors that go into an early retirement plan. SUBSCRIBE / https://www.youtube.com/channel/UCVUfyLHoGUtaBoseDKFfEAg My firm: https://onedegreeadvisors.com/ ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated" [YouTube Link](https://youtube.com/watch?v=brxuWC9yUkI) 2024-05-17T23:08Z [----] followers, 12.8K engagements "$3 Million Saved for Early Retirement SUBSCRIBE: / @purposebuiltwealth More about me: https://mattcalcagno.com/about Follow me on Twitter: https://twitter.com/mattycalc My firm: https://onedegreeadvisors.com/ ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not constitute an investment recommendation. Investing involves" [YouTube Link](https://youtube.com/watch?v=dwabH3EKKnU) 2023-09-16T16:02Z [---] followers, [--] engagements "Reasons NOT To Convert to Roth (2025) SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Converting $2 Million to Roth IRA in [--] Year Mistake or Genius - https://youtu.be/vldlhIAEaxc ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not constitute an" [YouTube Link](https://youtube.com/watch?v=e6RfRrDJX3Y) 2025-08-01T20:11Z [----] followers, 12K engagements "Brutally Honest Advice Retire before [--] SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Resources Questions: https://docs.google.com/document/d/1GOxmkrTgqYBeb0RZSaM-33G8KL1B8FTx0sfgqxwvrFA/copy They Spend $12K/mo Heres What Their Early Retirement Plan Looks Like - https://youtu.be/9Fpspc4K77w ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case" [YouTube Link](https://youtube.com/watch?v=eLj-9vActrI) 2025-09-12T22:05Z [----] followers, 13.7K engagements "The New Way To Retire in Your 50s (3 Proven Methods) WORK WITH ME👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/SmyNH2Ao In this video I go through the [--] types of retirements I am seeing when it comes to modern planning. ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not" [YouTube Link](https://youtube.com/watch?v=gDd-Z6ezuuk) 2024-11-08T23:05Z [----] followers, [----] engagements "A Complete Guide to Investing Your Portfolio for Early Retirement Success Want a custom strategy to retire early ➡ https://py01htti90f.typeform.com/to/SmyNH2Ao In this video I go through a case study to give you a complete picture for how to invest for early retirement success. SUBSCRIBE / https://www.youtube.com/channel/UCVUfyLHoGUtaBoseDKFfEAg My firm: https://onedegreeadvisors.com/ ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial" [YouTube Link](https://youtube.com/watch?v=lXBnXN2UisY) 2024-06-21T22:58Z [----] followers, [----] engagements "This Magic Number Predicts 95% Accuracy For Retirement Success SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Resources: Kitces Research - https://www.kitces.com/blog/retirement-income-risk-monte-carlo-probability-sucess-over-under-spend/ $5M Early Retirement Portfolio (Full Breakdown) - https://www.youtube.com/watchv=WYLhfe6OToo ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before" [YouTube Link](https://youtube.com/watch?v=qyBf42Su-II) 2025-05-30T19:18Z [----] followers, 164.6K engagements "New Research Shows When You Can Spend MORE in Retirement WORK WITH ME👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/SmyNH2Ao In this video I go through modern retirement research on when you can spend more Resources: https://www.kitces.com/blog/url-upside-potential-sequence-of-return-risk-in-retirement-median-final-wealth/ ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All" [YouTube Link](https://youtube.com/watch?v=s8yDGxZSrsY) 2024-11-02T00:47Z [----] followers, [----] engagements "Why the [--] years before an early retirement are so critical SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not constitute an investment recommendation. Investing involves risk. Past performance is no" [YouTube Link](https://youtube.com/watch?v=sygnpSo5GdM) 2025-05-02T19:14Z [----] followers, 24.3K engagements "The [--] Levels Of Wealth In Early Retirement - How Do You Compare SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes - https://onedegreeadvisors.com/2025/01/the-5-levels-of-wealth-in-early-retirement-how-do-you-compare/ Signs You have Enough To Retire Early (Even if it doesnt feel like it) - https://youtu.be/VLirDkzV3sc ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any" [YouTube Link](https://youtube.com/watch?v=uVZtXU_VPn4) 2025-01-10T19:11Z [----] followers, 69.9K engagements "5 Retirement Moves to Make NOW Before Its Too Late (June 2025) SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Resources Why the [--] years before an early retirement are so critical - https://youtu.be/sygnpSo5GdM ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only." [YouTube Link](https://youtube.com/watch?v=wncpD_4eHSE) 2025-06-06T21:57Z [----] followers, [---] engagements "Do you have enough to retire now Signs youre ready even if you dont feel rich SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt I'm a Retirement Advisor. Here Are [--] Regrets That Haunt Early Retirees - https://youtu.be/2MM-3_nN4b0 ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios" [YouTube Link](https://youtube.com/watch?v=02u_xYTAmXY) 2025-08-29T20:00Z [----] followers, 19K engagements "Retire early with $5M vs $1M vs $500k. Hows life different SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes - https://onedegreeadvisors.com/2025/01/retire-early-with-5m-vs-1m-vs-500k/ The Age That Changes Everything for Early Retirement - https://youtu.be/Nis4HqObKTw ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by" [YouTube Link](https://youtube.com/watch?v=0vhO1eJnU_w) 2025-01-24T23:38Z [----] followers, [----] engagements "I'm a Retirement Advisor. Here Are [--] Regrets That Haunt Early Retirees SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Resources The [--] Levels Of Wealth In Early Retirement - How Do You Compare - https://youtu.be/uVZtXU_VPn4 ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT" [YouTube Link](https://youtube.com/watch?v=2MM-3_nN4b0) 2025-03-04T23:47Z [----] followers, [----] engagements "How Much Does It Take to Retire EARLY on a $12k/mo Budget WORK WITH ME👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/SmyNH2Ao My firm: https://onedegreeadvisors.com/ How Much Do You Need To Retire Early (Quiz) https://py01htti90f.typeform.com/to/xajBRCHc ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND" [YouTube Link](https://youtube.com/watch?v=BVq4XIljRpI) 2024-09-14T15:00Z [----] followers, 23K engagements "This is What A $3 Million Early Retirement Withdrawal Strategy Looks Like (Real Life Example) WORK WITH ME👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/SmyNH2Ao In this video I go through a $3 million early retire withdrawal strategy. Risk Based Guardrails: https://youtu.be/syzZqrmrsy4si=l4zODSaKwZcNgTQ7 Sources: https://www.financialplanningassociation.org/sites/default/files/2020-05/6%20Decision%20Rules%20and%20Portfolio%20management%20for%20Retirees%20Is%20Safe%20Initial%20Withdrawal%20Rate%20Too%20Safe.pdf SUBSCRIBE /" [YouTube Link](https://youtube.com/watch?v=FCfrIhr-Xac) 2024-08-30T19:00Z [----] followers, 28.2K engagements "RSU Taxes Explained + [--] Strategies for [----] WORK WITH ME👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/SmyNH2Ao In this video I walk through how RSUs are taxed so you won't get blind sided when your RSUs vest. Detailed Article: https://onedegreeadvisors.com/2022/05/rsu-taxation-how-to-reduce-your-rsu-tax-bill-2022/ SUBSCRIBE / https://www.youtube.com/channel/UCVUfyLHoGUtaBoseDKFfEAg My firm: https://onedegreeadvisors.com/ ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their" [YouTube Link](https://youtube.com/watch?v=LTtdxyGrK-Q) 2023-08-31T16:56Z [----] followers, [----] engagements "DO THIS To Stop A Market Drop Ruining Your Retirement SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes" [YouTube Link](https://youtube.com/watch?v=LofEjub3vDg) 2025-12-13T00:06Z [----] followers, [----] engagements "This [--] Simple Change Got Them to Retirement [--] Years Earlier SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Resources Exploring the Retirement Consumption Puzzle (Figure 5) - https://onedegreeadvisors.com/wp-content/uploads/2025/10/MAY14-JFP-Blanchett_0.pdf The PERFECT Age to Retire (Backed by Data) - https://youtu.be/Pxk7Jxx1wek ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making" [YouTube Link](https://youtube.com/watch?v=StgZbc_Xetc) 2025-10-25T00:02Z [----] followers, [----] engagements "New Healthcare Rules Could Raise Early Retiree Health Costs by $20K+ SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and" [YouTube Link](https://youtube.com/watch?v=XDs79_aNBIs) 2025-11-07T19:53Z [----] followers, [---] engagements "This $3 Test Predicts 95% Accuracy For Retirement Success SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Resources The Rubber Duck Rule of Retirement Tax Planning - https://www.kiplinger.com/taxes/rubber-duck-rule-of-retirement-tax-planning ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans" [YouTube Link](https://youtube.com/watch?v=YkDlJ5TrNM8) 2025-11-14T21:58Z [----] followers, [----] engagements "The Social Security Math Nobody Shows Retirees SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt What Happens to Social Security When You Retire at [--] - https://youtu.be/KLdpn3IVzxw ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and" [YouTube Link](https://youtube.com/watch?v=ZEm8uCyRKg4) 2025-10-10T21:29Z [----] followers, [----] engagements "Dividend Investing Mistakes Dividends are misunderstood They can be powerful but can also create a false sense of security Look at SDIV which has a yield of around 11% Over the past [--] yrs owning [---] of the highest dividend paying equities around the world would have actually worked against you SUBSCRIBE: / @purposebuiltwealth ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for" [YouTube Link](https://youtube.com/watch?v=gaqoy3Ofr6k) 2023-08-02T19:13Z [----] followers, [--] engagements "62 with $1.5 million IRA. Can I Retire Want a custom strategy to retire early ➡ https://py01htti90f.typeform.com/to/SmyNH2Ao In this video I go through a reddit post to test if retiring at [--] with $1.5M and spending $13500/mo is doable with some other considerations like downsizing and an inheritance. SUBSCRIBE / https://www.youtube.com/channel/UCVUfyLHoGUtaBoseDKFfEAg My firm: https://onedegreeadvisors.com/ ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before" [YouTube Link](https://youtube.com/watch?v=hLPpE1VjoSQ) 2024-06-29T15:45Z [----] followers, [----] engagements "How Much Do I Need To Spend $10k/month in Retirement WORK WITH ME👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/SmyNH2Ao In this video I reveal a strategy we use for clients to help them understand how they can sustainably afford a $10000 per month retirement by using a more accurate picture than a static withdrawal rate like the 4% rule. ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial" [YouTube Link](https://youtube.com/watch?v=lIpoF-LEUTQ) 2024-04-12T19:27Z [----] followers, 21.9K engagements "Retire Early with $100k+ Income and Pay $0 in Taxes (Without cheating) Want a custom strategy to retire early ➡ https://py01htti90f.typeform.com/to/SmyNH2Ao In this video I walk through how to pay zero dollars in Federal taxes when you retire early. And I talk about why although that sounds great there are things you need to watch out for if you retire early. SUBSCRIBE / https://www.youtube.com/channel/UCVUfyLHoGUtaBoseDKFfEAg My firm: https://onedegreeadvisors.com/ ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated" [YouTube Link](https://youtube.com/watch?v=q339pyBjlfw) 2024-06-24T22:08Z [----] followers, [---] engagements "Once You Understand This New Research You'll Stop Working Past [--] SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and" [YouTube Link](https://youtube.com/watch?v=rTyCWPoC-VA) 2025-10-31T23:12Z [----] followers, 15.8K engagements "The [--] Levels Of Wealth In Early Retirement - Which Level Are You SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and" [YouTube Link](https://youtube.com/watch?v=rzdyXOChark) 2025-11-21T22:18Z [----] followers, 15.8K engagements "How a $2M Portfolio Can Last 40+ Years in Retirement (Spend More Too) SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ Show notes and Resources Show Notes - https://onedegreeadvisors.com/2025/02/how-a-2m-portfolio-can-last-40-years-in-retirement-spend-more-too/ How Long Until Your Roth Conversion Actually Pays Off in Retirement - https://youtu.be/5bNLsGaFF_4 All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate" [YouTube Link](https://youtube.com/watch?v=yx8XV-g8V1E) 2025-02-14T23:39Z [----] followers, 11.2K engagements "Im [--] with $4 Million. Can I Retire Early in an EXPENSIVE City WORK WITH ME👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/SmyNH2Ao In this video I go through a case study of how early retirement spending might look like in an expensive city. SUBSCRIBE / https://www.youtube.com/channel/UCVUfyLHoGUtaBoseDKFfEAg My firm: https://onedegreeadvisors.com/ ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any" [YouTube Link](https://youtube.com/watch?v=4zs1OWY1D6k) 2024-07-20T14:45Z [----] followers, 60K engagements "Diversification = Survival - Here's Why SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and" [YouTube Link](https://youtube.com/watch?v=9Ch0w1jNWw0) 2026-02-14T15:45Z [----] followers, [---] engagements "$3 Million Early Retirement Case Study WORK WITH ME👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/SmyNH2Ao SUBSCRIBE / https://www.youtube.com/channel/UCVUfyLHoGUtaBoseDKFfEAg ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not constitute an investment recommendation." [YouTube Link](https://youtube.com/watch?v=HdRLBEncOSQ) 2023-09-16T16:00Z [----] followers, 84.6K engagements "The PERFECT Age to Retire (Backed by Data) SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Google Doc questions: https://docs.google.com/document/d/1s5IVpanZ9i6ppU6DiAKltwDK7GmDYN_j0V8rjsnO8h0/copy ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not" [YouTube Link](https://youtube.com/watch?v=Pxk7Jxx1wek) 2025-06-13T20:00Z [----] followers, 222.8K engagements "Once I Show Retirees This Tax Plan. They Stop Worrying SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes" [YouTube Link](https://youtube.com/watch?v=QA13LHePrms) 2025-12-05T18:31Z [----] followers, [----] engagements "I'm [--] with $2 Million Can I Retire Early WORK WITH ME👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/SmyNH2Ao Today I walk through a couples financial plan to see if they can comfortably retire at age [--] with $2 million in savings. SUBSCRIBE / https://www.youtube.com/channel/UCVUfyLHoGUtaBoseDKFfEAg My firm: https://onedegreeadvisors.com/ ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial" [YouTube Link](https://youtube.com/watch?v=Rihhp5tsWdc) 2023-08-16T20:33Z [----] followers, 16.6K engagements "How families with $10M+ Avoid Taxes SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should" [YouTube Link](https://youtube.com/watch?v=UHmSUZPeN5I) 2026-02-13T19:15Z [----] followers, [---] engagements "How The 1% Avoid Taxes In Retirement SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should" [YouTube Link](https://youtube.com/watch?v=aSB82luG0xY) 2026-02-12T20:11Z [----] followers, [----] engagements "I'm [--] With $5M Retire From Tech or Keep Working WORK WITH ME👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/SmyNH2Ao In this video I go through a case study of what spending looks like if you retire early. ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not constitute an" [YouTube Link](https://youtube.com/watch?v=eUMEFlcd72Q) 2024-12-05T00:37Z [----] followers, 44K engagements "The secret ways the top 1% of retirees defer taxes SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes" [YouTube Link](https://youtube.com/watch?v=jW0w_g5vpL8) 2026-02-12T20:12Z [----] followers, [---] engagements "Why Everything Changes for Retirees With $10 Million Saved SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment" [YouTube Link](https://youtube.com/watch?v=jn1YFnEFK0c) 2025-12-19T20:47Z [----] followers, [----] engagements "How wealthy retirees avoid taxes on a large asset sale SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes" [YouTube Link](https://youtube.com/watch?v=p3fmuQ74ILc) 2026-02-12T20:11Z [----] followers, [----] engagements "I'm [--] with $4M. How Much Can I Spend In Retirement SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes" [YouTube Link](https://youtube.com/watch?v=s45JmU_KzI0) 2025-10-04T00:17Z [----] followers, 34K engagements "Why Diversify Even Profitable Companies Go Bankrupt #investing #financialconsultant #stocks SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for" [YouTube Link](https://youtube.com/watch?v=txF73LYd5fQ) 2026-02-14T18:45Z [----] followers, [---] engagements "Converting $2 Million to Roth IRA in [--] Year Mistake or Genius SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not constitute an investment recommendation. Investing involves risk. Past performance is" [YouTube Link](https://youtube.com/watch?v=vldlhIAEaxc) 2025-05-09T23:23Z [----] followers, 16K engagements "Advanced investment strategy to avoid taxes SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and" [YouTube Link](https://youtube.com/watch?v=zyAFDk1cRlE) 2026-02-14T16:01Z [----] followers, [---] engagements "Why Diversify Even Profitable Companies Go Bankrupt #investing #financialconsultant #stocks SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for" [YouTube Link](https://youtube.com/watch?v=txF73LYd5fQ) 2026-02-14T18:45Z [----] followers, [---] engagements "Advanced investment strategy to avoid taxes SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and" [YouTube Link](https://youtube.com/watch?v=zyAFDk1cRlE) 2026-02-14T16:01Z [----] followers, [---] engagements "Diversification = Survival - Here's Why SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and" [YouTube Link](https://youtube.com/watch?v=9Ch0w1jNWw0) 2026-02-14T15:45Z [----] followers, [---] engagements "How families with $10M+ Avoid Taxes SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should" [YouTube Link](https://youtube.com/watch?v=UHmSUZPeN5I) 2026-02-13T19:15Z [----] followers, [---] engagements "How to sell your company stock without getting killed in taxes SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment" [YouTube Link](https://youtube.com/watch?v=z47rIkpGAsg) 2026-02-13T17:30Z [----] followers, [---] engagements "The secret ways the top 1% of retirees defer taxes SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes" [YouTube Link](https://youtube.com/watch?v=jW0w_g5vpL8) 2026-02-12T20:12Z [----] followers, [---] engagements "How wealthy retirees avoid taxes on a large asset sale SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes" [YouTube Link](https://youtube.com/watch?v=p3fmuQ74ILc) 2026-02-12T20:11Z [----] followers, [----] engagements "How The 1% Avoid Taxes In Retirement SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should" [YouTube Link](https://youtube.com/watch?v=aSB82luG0xY) 2026-02-12T20:11Z [----] followers, [----] engagements "Money Doesn't Change Your Plan Does SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should" [YouTube Link](https://youtube.com/watch?v=Oe45ObNti0g) 2026-02-09T20:00Z [----] followers, [----] engagements "Do This With Your Retirement Fears SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not" [YouTube Link](https://youtube.com/watch?v=UjJUjK_zRfI) 2026-02-08T20:00Z [----] followers, [---] engagements "$3M Saved & Still Afraid SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not be relied" [YouTube Link](https://youtube.com/watch?v=f4o4kzzYYXQ) 2026-02-07T20:00Z [----] followers, [----] engagements "The One Trick Millionaire Retirees Use to Pay Themselves Forever SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and" [YouTube Link](https://youtube.com/watch?v=QEqcp2FACCA) 2026-02-07T01:22Z [----] followers, [----] engagements "Don't Let Your Retirement End Up In The Gutter SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only" [YouTube Link](https://youtube.com/watch?v=6cO1RWH8cVc) 2026-02-06T20:00Z [----] followers, [----] engagements "Master Retirement in [--] Tiers SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not be" [YouTube Link](https://youtube.com/watch?v=X6vi35DEhNM) 2026-02-05T20:00Z [----] followers, [----] engagements "Don't Leave Money on the Table SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not be" [YouTube Link](https://youtube.com/watch?v=ZyDmP-j26rg) 2026-02-05T20:00Z [----] followers, [----] engagements "A Plan Trumps Your Dollar Amount SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not" [YouTube Link](https://youtube.com/watch?v=4ZaGx5nCbR8) 2026-02-04T22:48Z [----] followers, [----] engagements "If I Wanted To Retire Early In [----] Here is what Id do SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt US Stocks Ride Rocky Road to a Third Straight Year of Gains - https://my.dimensional.com/market-review-2025-us-stocks-ride-rocky-road-to-a-third-straight-year-of-gains(https://my.dimensional.com/market-review-2025-us-stocks-ride-rocky-road-to-a-third-straight-year-of-gains) ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner" [YouTube Link](https://youtube.com/watch?v=FAKpVu1rgg0) 2026-02-04T22:36Z [----] followers, 11.2K engagements "Chasing 100% = Missing Out on Life SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not" [YouTube Link](https://youtube.com/watch?v=J714ocstthE) 2026-02-04T20:00Z [----] followers, [----] engagements "Your Plan Adapts to You Not the Market SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should" [YouTube Link](https://youtube.com/watch?v=1xhylzhj1nk) 2026-02-03T20:00Z [----] followers, [---] engagements "Fix Your Withdrawal Rate SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not be relied" [YouTube Link](https://youtube.com/watch?v=qJRYptqnjP8) 2026-02-02T20:00Z [----] followers, [----] engagements "Spending Smarter Not Harder SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not be" [YouTube Link](https://youtube.com/watch?v=MB3W_PPCJag) 2026-02-01T20:00Z [----] followers, [----] engagements "Ditch the 4% Rule Do This Instead SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not" [YouTube Link](https://youtube.com/watch?v=OKTwPyGOf10) 2026-01-31T20:00Z [----] followers, [---] engagements "The Truth About Stock Allocation SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not" [YouTube Link](https://youtube.com/watch?v=6h0_Aj9jTxo) 2026-01-30T20:09Z [----] followers, [----] engagements "Whats a Safe Retirement Withdrawal Rate for [----] (New Research) SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Resources Whats a Safe Retirement Withdrawal Rate for [----] - https://www.morningstar.com/retirement/whats-safe-retirement-withdrawal-rate-2026 The Portfolio Size Effect And Using A Bond Tent To Navigate The Retirement Danger Zone - https://www.kitces.com/blog/managing-portfolio-size-effect-with-bond-tent-in-retirement-red-zone/ ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each" [YouTube Link](https://youtube.com/watch?v=w5gVco26hP0) 2026-01-30T19:52Z [----] followers, [----] engagements "The $1M Retirement vs. $10M Retirement (Full Comparison) SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment" [YouTube Link](https://youtube.com/watch?v=mBR-snYlCnE) 2026-01-20T23:51Z [----] followers, [----] engagements "This Is When You FINALLY Can Stop Saving For Retirement (Seriously) SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and" [YouTube Link](https://youtube.com/watch?v=JA4HMvP3pPY) 2026-01-13T20:12Z [----] followers, 114.8K engagements "Why Everything Changes for Retirees With $10 Million Saved SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment" [YouTube Link](https://youtube.com/watch?v=jn1YFnEFK0c) 2025-12-19T20:47Z [----] followers, [----] engagements "DO THIS To Stop A Market Drop Ruining Your Retirement SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes" [YouTube Link](https://youtube.com/watch?v=LofEjub3vDg) 2025-12-13T00:06Z [----] followers, [----] engagements "Once I Show Retirees This Tax Plan. They Stop Worrying SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes" [YouTube Link](https://youtube.com/watch?v=QA13LHePrms) 2025-12-05T18:31Z [----] followers, [----] engagements "The [--] Levels Of Wealth In Early Retirement - Which Level Are You SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and" [YouTube Link](https://youtube.com/watch?v=rzdyXOChark) 2025-11-21T22:18Z [----] followers, 15.8K engagements "This $3 Test Predicts 95% Accuracy For Retirement Success SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Resources The Rubber Duck Rule of Retirement Tax Planning - https://www.kiplinger.com/taxes/rubber-duck-rule-of-retirement-tax-planning ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans" [YouTube Link](https://youtube.com/watch?v=YkDlJ5TrNM8) 2025-11-14T21:58Z [----] followers, [----] engagements "New Healthcare Rules Could Raise Early Retiree Health Costs by $20K+ SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and" [YouTube Link](https://youtube.com/watch?v=XDs79_aNBIs) 2025-11-07T19:53Z [----] followers, [---] engagements "Once You Understand This New Research You'll Stop Working Past [--] SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and" [YouTube Link](https://youtube.com/watch?v=rTyCWPoC-VA) 2025-10-31T23:12Z [----] followers, 15.8K engagements "This [--] Simple Change Got Them to Retirement [--] Years Earlier SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Resources Exploring the Retirement Consumption Puzzle (Figure 5) - https://onedegreeadvisors.com/wp-content/uploads/2025/10/MAY14-JFP-Blanchett_0.pdf The PERFECT Age to Retire (Backed by Data) - https://youtu.be/Pxk7Jxx1wek ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making" [YouTube Link](https://youtube.com/watch?v=StgZbc_Xetc) 2025-10-25T00:02Z [----] followers, [----] engagements "The Social Security Math Nobody Shows Retirees SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt What Happens to Social Security When You Retire at [--] - https://youtu.be/KLdpn3IVzxw ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and" [YouTube Link](https://youtube.com/watch?v=ZEm8uCyRKg4) 2025-10-10T21:29Z [----] followers, [----] engagements "I'm [--] with $4M. How Much Can I Spend In Retirement SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes" [YouTube Link](https://youtube.com/watch?v=s45JmU_KzI0) 2025-10-04T00:17Z [----] followers, 34K engagements "Brutally Honest Advice Retire before [--] SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Resources Questions: https://docs.google.com/document/d/1GOxmkrTgqYBeb0RZSaM-33G8KL1B8FTx0sfgqxwvrFA/copy They Spend $12K/mo Heres What Their Early Retirement Plan Looks Like - https://youtu.be/9Fpspc4K77w ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case" [YouTube Link](https://youtube.com/watch?v=eLj-9vActrI) 2025-09-12T22:05Z [----] followers, 13.7K engagements "Will My $3M IRA Last If I Retire at [----] SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Reasons NOT To Convert to Roth (2025) - https://youtu.be/e6RfRrDJX3Y ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations" [YouTube Link](https://youtube.com/watch?v=TKqJv5DKyYQ) 2025-09-05T20:29Z [----] followers, [----] engagements "Do you have enough to retire now Signs youre ready even if you dont feel rich SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt I'm a Retirement Advisor. Here Are [--] Regrets That Haunt Early Retirees - https://youtu.be/2MM-3_nN4b0 ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios" [YouTube Link](https://youtube.com/watch?v=02u_xYTAmXY) 2025-08-29T20:00Z [----] followers, 19K engagements "Should You Work One More Year Or Just Retire Early SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt New Retirement Withdrawal Strategy - https://youtu.be/xI0hFIiu4t0 ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These" [YouTube Link](https://youtube.com/watch?v=-ZqLFIWEnhk) 2025-08-22T18:01Z [----] followers, [----] engagements "Youve Saved $2M+ for Retirement But Could One Bad Year Ruin It SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt I'm a Retirement Advisor. Here Are [--] Regrets That Haunt Early Retirees - https://youtu.be/2MM-3_nN4b0 ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been" [YouTube Link](https://youtube.com/watch?v=4N8SlmiZ1YA) 2025-08-15T23:20Z [----] followers, [----] engagements "Reasons NOT To Convert to Roth (2025) SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Converting $2 Million to Roth IRA in [--] Year Mistake or Genius - https://youtu.be/vldlhIAEaxc ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not constitute an" [YouTube Link](https://youtube.com/watch?v=e6RfRrDJX3Y) 2025-08-01T20:11Z [----] followers, 12K engagements "They Spend $12K/mo Heres What Their Early Retirement Plan Looks Like SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Resources The Agony & The Ecstasy - https://privatebank.jpmorgan.com/nam/en/insights/markets-and-investing/ideas-and-insights/the-agony-the-ecstasy Signs You Should Retire EARLIER Than You Think - https://youtu.be/RT1ag6EE2TQ ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc." [YouTube Link](https://youtube.com/watch?v=9Fpspc4K77w) 2025-07-25T19:58Z [----] followers, 23.5K engagements "Im [--] With $4MCan I Retire Early In LA/SF/etc SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of" [YouTube Link](https://youtube.com/watch?v=dN7a_Us-ozA) 2025-07-18T21:57Z [----] followers, 11.7K engagements "New Retirement Withdrawal Strategy SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt This is What A $3 Million Early Retirement Withdrawal Strategy Looks Like (Real Life Example) - https://youtu.be/FCfrIhr-Xac ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only." [YouTube Link](https://youtube.com/watch?v=xI0hFIiu4t0) 2025-07-11T23:16Z [----] followers, 62K engagements "What Happens to Social Security When You Retire at [--] SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt This Video Should Be Required Viewing to Retire Before [--] - https://youtu.be/UYULXYE8MSM ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not" [YouTube Link](https://youtube.com/watch?v=KLdpn3IVzxw) 2025-06-27T21:11Z [----] followers, [----] engagements "Retiring with $5M It Still Wont Fix This SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Why the [--] years before an early retirement are so critical - https://youtu.be/sygnpSo5GdM ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not constitute an" [YouTube Link](https://youtube.com/watch?v=c-ZyfJu3XOw) 2025-06-20T20:32Z [----] followers, 33.7K engagements "The PERFECT Age to Retire (Backed by Data) SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Google Doc questions: https://docs.google.com/document/d/1s5IVpanZ9i6ppU6DiAKltwDK7GmDYN_j0V8rjsnO8h0/copy ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not" [YouTube Link](https://youtube.com/watch?v=Pxk7Jxx1wek) 2025-06-13T20:00Z [----] followers, 222.8K engagements "5 Retirement Moves to Make NOW Before Its Too Late (June 2025) SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Resources Why the [--] years before an early retirement are so critical - https://youtu.be/sygnpSo5GdM ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only." [YouTube Link](https://youtube.com/watch?v=wncpD_4eHSE) 2025-06-06T21:57Z [----] followers, [---] engagements "This Magic Number Predicts 95% Accuracy For Retirement Success SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Resources: Kitces Research - https://www.kitces.com/blog/retirement-income-risk-monte-carlo-probability-sucess-over-under-spend/ $5M Early Retirement Portfolio (Full Breakdown) - https://www.youtube.com/watchv=WYLhfe6OToo ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before" [YouTube Link](https://youtube.com/watch?v=qyBf42Su-II) 2025-05-30T19:18Z [----] followers, 164.6K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@mcalcagno Matt Calcagno, CFP®, CKA®
Matt Calcagno, CFP®, CKA® posts on YouTube about retirement, investment, dividend, financial planner the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
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- [--] Week [------] -10%
- [--] Month [-------] +90%
- [--] Months [-------] -9.20%
- [--] Year [---------] +218%
Mentions: [--] #
- [--] Week [--] +25%
- [--] Month [--] +96%
- [--] Months [--] +70%
- [--] Year [--] +166%
Followers: [-----] #
- [--] Week [-----] +0.74%
- [--] Month [-----] +12%
- [--] Months [-----] +33%
- [--] Year [-----] +131%
CreatorRank: [-------] #
Social Influence
Social category influence finance
Social topic influence retirement #439, investment #2088, dividend #101, financial planner #63, how to, social security #72, retire #134, withdrawal #55, social #2877, movement #606
Top accounts mentioned or mentioned by @purposebuiltwealth
Top Social Posts
Top posts by engagements in the last [--] hours
"Retiring with $5M It Still Wont Fix This SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Why the [--] years before an early retirement are so critical - https://youtu.be/sygnpSo5GdM ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not constitute an"
YouTube Link 2025-06-20T20:32Z [----] followers, 33.7K engagements
"Optimizing Asset Allocation for Early Retirement #retirement #investing SUBSCRIBE / https://www.youtube.com/channel/UCVUfyLHoGUtaBoseDKFfEAg ❓HOW MUCH DO I NEED TO RETIRE EARLY ❓ Get your free EARLY RETIREMENT READINESS REPORT to find out https://app.precisefp.com/w/a0ccre Personal early retirement assessment: https://onedegreeadvisors.com/getstarted/ More about me: https://mattcalcagno.com/about Follow me on Twitter: https://twitter.com/mattycalc My firm: https://onedegreeadvisors.com/ ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult"
YouTube Link 2024-04-04T23:27Z [----] followers, [---] engagements
"They Spend $12K/mo Heres What Their Early Retirement Plan Looks Like SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Resources The Agony & The Ecstasy - https://privatebank.jpmorgan.com/nam/en/insights/markets-and-investing/ideas-and-insights/the-agony-the-ecstasy Signs You Should Retire EARLIER Than You Think - https://youtu.be/RT1ag6EE2TQ ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc."
YouTube Link 2025-07-25T19:58Z [----] followers, 23.5K engagements
"Money Doesn't Change Your Plan Does SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should"
YouTube Link 2026-02-09T20:00Z [----] followers, [----] engagements
"The One Trick Millionaire Retirees Use to Pay Themselves Forever SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and"
YouTube Link 2026-02-07T01:22Z [----] followers, [----] engagements
"How to Save $690K In Taxes In Retirement Want a custom strategy to retire early ➡ https://py01htti90f.typeform.com/to/SmyNH2Ao In this video I go through a roth conversion case study for a [--] year old couple with two million saved. SUBSCRIBE / https://www.youtube.com/channel/UCVUfyLHoGUtaBoseDKFfEAg Personal early retirement assessment: https://onedegreeadvisors.com/getstarted/ More about me: https://mattcalcagno.com/about Follow me on Twitter: https://twitter.com/mattycalc My firm: https://onedegreeadvisors.com/ ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each"
YouTube Link 2024-02-17T15:30Z [----] followers, [---] engagements
"Do This With Your Retirement Fears SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not"
YouTube Link 2026-02-08T20:00Z [----] followers, [---] engagements
"$5M Early Retirement Portfolio (Full Breakdown) SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of"
YouTube Link 2025-03-15T00:52Z [----] followers, [----] engagements
"Im [--] With $4MCan I Retire Early In LA/SF/etc SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of"
YouTube Link 2025-07-18T21:57Z [----] followers, 11.7K engagements
"Im [--] with $2.7 Million. How Much Can I Expect to Spend If I Retire Early WORK WITH ME👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/SmyNH2Ao In this video I walk through a Case Study of a couple's financial plan and withdrawal strategy. SUBSCRIBE / https://www.youtube.com/channel/UCVUfyLHoGUtaBoseDKFfEAg My firm: https://onedegreeadvisors.com/ ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any"
YouTube Link 2024-02-10T15:30Z [----] followers, 77.8K engagements
"Fix Your Withdrawal Rate SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not be relied"
YouTube Link 2026-02-02T20:00Z [----] followers, [----] engagements
"New Retirement Withdrawal Strategy SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt This is What A $3 Million Early Retirement Withdrawal Strategy Looks Like (Real Life Example) - https://youtu.be/FCfrIhr-Xac ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only."
YouTube Link 2025-07-11T23:16Z [----] followers, 62K engagements
"Brutally Honest Advice If You Want to Retire Before [--] WORK WITH ME👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/SmyNH2Ao This is brutally honest advice for those that want to retire before [--]. Questions: https://docs.google.com/document/d/1GOxmkrTgqYBeb0RZSaM-33G8KL1B8FTx0sfgqxwvrFA/copy ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel"
YouTube Link 2024-08-24T15:30Z [----] followers, 19.7K engagements
"Your Plan Adapts to You Not the Market SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should"
YouTube Link 2026-02-03T20:00Z [----] followers, [---] engagements
"A Plan Trumps Your Dollar Amount SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not"
YouTube Link 2026-02-04T22:48Z [----] followers, [----] engagements
"Don't Let Your Retirement End Up In The Gutter SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only"
YouTube Link 2026-02-06T20:00Z [----] followers, [----] engagements
"The Truth About Stock Allocation SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not"
YouTube Link 2026-01-30T20:09Z [----] followers, [----] engagements
"Best Questions to Ask A Financial Advisor in [----] Want a custom strategy to retire early ➡ https://py01htti90f.typeform.com/to/SmyNH2Ao SUBSCRIBE / https://www.youtube.com/channel/UCVUfyLHoGUtaBoseDKFfEAg My firm: https://onedegreeadvisors.com/ ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not constitute an investment"
YouTube Link 2024-04-19T23:22Z [----] followers, [----] engagements
"If I Wanted To Retire Early In [----] Here is what Id do SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt US Stocks Ride Rocky Road to a Third Straight Year of Gains - https://my.dimensional.com/market-review-2025-us-stocks-ride-rocky-road-to-a-third-straight-year-of-gains(https://my.dimensional.com/market-review-2025-us-stocks-ride-rocky-road-to-a-third-straight-year-of-gains) ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner"
YouTube Link 2026-02-04T22:36Z [----] followers, 11.2K engagements
"Chasing 100% = Missing Out on Life SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not"
YouTube Link 2026-02-04T20:00Z [----] followers, [----] engagements
"This Is When You FINALLY Can Stop Saving For Retirement (Seriously) SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and"
YouTube Link 2026-01-13T20:12Z [----] followers, 114.8K engagements
"Spending Smarter Not Harder SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not be"
YouTube Link 2026-02-01T20:00Z [----] followers, [----] engagements
"Ditch the 4% Rule Do This Instead SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not"
YouTube Link 2026-01-31T20:00Z [----] followers, [---] engagements
"Will My $3M IRA Last If I Retire at [----] SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Reasons NOT To Convert to Roth (2025) - https://youtu.be/e6RfRrDJX3Y ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations"
YouTube Link 2025-09-05T20:29Z [----] followers, [----] engagements
"Master Retirement in [--] Tiers SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not be"
YouTube Link 2026-02-05T20:00Z [----] followers, [----] engagements
"Don't Leave Money on the Table SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not be"
YouTube Link 2026-02-05T20:00Z [----] followers, [----] engagements
"$3M Saved & Still Afraid SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not be relied"
YouTube Link 2026-02-07T20:00Z [----] followers, [----] engagements
"The $1M Retirement vs. $10M Retirement (Full Comparison) SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment"
YouTube Link 2026-01-20T23:51Z [----] followers, [----] engagements
"I'm [--] with $1 Million In My 401(k). Can I Retire (ALL PRE_TAX) Free early retirement assessment 👇🏼 https://py01htti90f.typeform.com/to/SmyNH2Ao Living expense worksheet: https://docs.google.com/spreadsheets/d/14xjwdY3ekd5iEITM-8hAUsn9D3Z37Xk_z3tw7-qKoPM/copy In this video I go through the a case study to show you what's possible when it comes to an early retirement with your 401(k)s being your main source of income. SUBSCRIBE / https://www.youtube.com/channel/UCVUfyLHoGUtaBoseDKFfEAg My firm: https://onedegreeadvisors.com/ ⚠ "DISCLAIMER:⚠ All content is not to be received as financial"
YouTube Link 2024-05-10T23:13Z [----] followers, [----] engagements
"Retire EARLY on a $5k $10k or $15k/mo Budget WORK WITH ME👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/SmyNH2Ao In this video I go through a different method for creating income that goes beyond the traditional methods. SUBSCRIBE / https://www.youtube.com/channel/UCVUfyLHoGUtaBoseDKFfEAg My firm: https://onedegreeadvisors.com/ ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions."
YouTube Link 2024-04-26T23:32Z [----] followers, 23.2K engagements
"Here Is What A $3M Early Retirement Portfolio Looks Like WORK WITH ME👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/SmyNH2Ao In this video I walk through a case study on how you might want to think about asset allocation when designing an early retirement portfolio. SUBSCRIBE / https://www.youtube.com/channel/UCVUfyLHoGUtaBoseDKFfEAg My firm: https://onedegreeadvisors.com/ ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate"
YouTube Link 2024-03-30T14:30Z [----] followers, 36.9K engagements
"I have $1.6M. Can I Retire at [--] Want a custom strategy to retire early ➡ https://py01htti90f.typeform.com/to/SmyNH2Ao Today I am going to go through a case study to show you what your options are if youre [--] years old a single household and have about $1.6 million saved for retirement. SUBSCRIBE / https://www.youtube.com/channel/UCVUfyLHoGUtaBoseDKFfEAg ❓HOW MUCH DO I NEED TO RETIRE EARLY ❓ Get your free EARLY RETIREMENT READINESS REPORT to find out https://app.precisefp.com/w/a0ccre Personal early retirement assessment: https://onedegreeadvisors.com/getstarted/ More about me:"
YouTube Link 2024-03-09T15:00Z [----] followers, [---] engagements
"Whats a Safe Retirement Withdrawal Rate for [----] (New Research) SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Resources Whats a Safe Retirement Withdrawal Rate for [----] - https://www.morningstar.com/retirement/whats-safe-retirement-withdrawal-rate-2026 The Portfolio Size Effect And Using A Bond Tent To Navigate The Retirement Danger Zone - https://www.kitces.com/blog/managing-portfolio-size-effect-with-bond-tent-in-retirement-red-zone/ ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each"
YouTube Link 2026-01-30T19:52Z [----] followers, [----] engagements
"Im in My 30s Making $400k+ How Can I Retire Early (Real Life Example) Want a custom strategy to retire early ➡ https://py01htti90f.typeform.com/to/SmyNH2Ao If you are like many of the people I work with you dont necessarily want to wait until you are [--] to retire. In this video I walk through a real life case study of a couple in their 30's who make over $400k Im going to share with you the options and levers that we pulled for their financial plan to help them save for and buy a home reduce their current and future tax liability and set up a plan for them to retire early. SUBSCRIBE: /"
YouTube Link 2023-09-23T17:00Z [----] followers, [---] engagements
"Should You Work One More Year Or Just Retire Early SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt New Retirement Withdrawal Strategy - https://youtu.be/xI0hFIiu4t0 ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These"
YouTube Link 2025-08-22T18:01Z [----] followers, [----] engagements
"Youve Saved $2M+ for Retirement But Could One Bad Year Ruin It SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt I'm a Retirement Advisor. Here Are [--] Regrets That Haunt Early Retirees - https://youtu.be/2MM-3_nN4b0 ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been"
YouTube Link 2025-08-15T23:20Z [----] followers, [----] engagements
"How Long Until Your Roth Conversion Actually Pays Off in Retirement WORK WITH ME👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/SmyNH2Ao In the video I explain when the best time to take a Roth conversion and other factors to look for before you decide how much to convert. ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for"
YouTube Link 2024-12-20T15:53Z [----] followers, [----] engagements
"The power of a high savings rate SUBSCRIBE: / @purposebuiltwealth More about me: https://mattcalcagno.com/about Follow me on Twitter: https://twitter.com/mattycalc My firm: https://onedegreeadvisors.com/ ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not constitute an investment recommendation. Investing involves risk."
YouTube Link 2023-09-09T17:00Z [----] followers, [---] engagements
"If I Wanted To Retire Early In [----] Here is what Id do WORK WITH ME👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt In this video we go through some of the things you can do to prepare for a retirement in [----]. ⚠ "DISCLAIMER:⚠ This example shows the probability of success of a financial plan using Regime Based Monte Carlo simulations. Past rates of return among the assumption used in the simulation. Past performance does not guarantee future performance. Future returns may be lower higher. Investment values will fluctuate and"
YouTube Link 2025-01-03T22:45Z [----] followers, 23.5K engagements
"What Happens to Social Security When You Retire at [--] SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt This Video Should Be Required Viewing to Retire Before [--] - https://youtu.be/UYULXYE8MSM ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not"
YouTube Link 2025-06-27T21:11Z [----] followers, [----] engagements
"The Age That Changes Everything for Early Retirement SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes - https://onedegreeadvisors.com/2025/01/the-age-that-changes-everything-for-early-retirement Brutally Honest Advice If You Want to Retire Before [--] - https://youtu.be/0D91y-te17M ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents"
YouTube Link 2025-01-17T23:25Z [----] followers, [----] engagements
"Signs You Should Retire EARLIER Than You Think SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of"
YouTube Link 2025-04-01T15:24Z [----] followers, [----] engagements
"The Only Withdrawal Strategy That Applies To Early Retirement WORK WITH ME👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/SmyNH2Ao In this video I go through some of the most important factors that apply to an early retirement. ⚠ "DISCLAIMER:⚠ Resources: - Guyton: https://www.financialplanningassociation.org/sites/default/files/2021-10/MAR06%20JFP%20Guyton%20PDF.pdf - Vanguard: https://advisors.vanguard.com/content/dam/fas/pdfs/FAIARCAI.pdf All content is not to be received as financial advice and each individual should consult with their"
YouTube Link 2024-12-13T21:14Z [----] followers, [----] engagements
"This Video Should Be Required Viewing to Retire Before [--] SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Resources The [--] Levels Of Wealth In Early Retirement - How Do You Compare - https://youtu.be/uVZtXU_VPn4 ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only."
YouTube Link 2025-02-01T15:00Z [----] followers, [----] engagements
"Signs You have Enough To Retire Early (Even if it doesnt feel like it) WORK WITH ME👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/SmyNH2Ao In this video I go through some green flags that tell me as a financial advisor you have enough to retire early. ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND"
YouTube Link 2024-09-21T14:30Z [----] followers, 57.4K engagements
"60 with $1M+ in 401(k)'s Here's A Real Retirement Spending Plan WORK WITH ME👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/SmyNH2Ao In this video I go through a retirement spending plan with a couple that has $1 million dollars and wants to retire early. ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND"
YouTube Link 2024-10-19T15:00Z [----] followers, [----] engagements
"(F.I.R.E) The Power of One More Year of Work The power of one additional year of work when it comes to an early retirement. SUBSCRIBE: / @purposebuiltwealth ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future"
YouTube Link 2023-08-16T20:33Z [----] followers, [---] engagements
"Totally Outdated Retirement Facts Everyone Still Believes SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not constitute an investment recommendation. Investing involves risk. Past performance is no"
YouTube Link 2025-05-16T21:25Z [----] followers, [----] engagements
"4% Spending #retirement #investing SUBSCRIBE / https://www.youtube.com/channel/UCVUfyLHoGUtaBoseDKFfEAg ❓HOW MUCH DO I NEED TO RETIRE EARLY ❓ Get your free EARLY RETIREMENT READINESS REPORT to find out https://app.precisefp.com/w/a0ccre Personal early retirement assessment: https://onedegreeadvisors.com/getstarted/ More about me: https://mattcalcagno.com/about Follow me on Twitter: https://twitter.com/mattycalc My firm: https://onedegreeadvisors.com/ ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner"
YouTube Link 2024-03-09T16:00Z [----] followers, [---] engagements
"We Have $3 Million How Much Can We Spend If We Retire Before [--] WORK WITH ME👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/SmyNH2Ao In this video I walk through a case study of how much a couple can spend if they retire before [--]. And I cover the [--] fundamental factors that go into an early retirement plan. SUBSCRIBE / https://www.youtube.com/channel/UCVUfyLHoGUtaBoseDKFfEAg My firm: https://onedegreeadvisors.com/ ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated"
YouTube Link 2024-05-17T23:08Z [----] followers, 12.8K engagements
"$3 Million Saved for Early Retirement SUBSCRIBE: / @purposebuiltwealth More about me: https://mattcalcagno.com/about Follow me on Twitter: https://twitter.com/mattycalc My firm: https://onedegreeadvisors.com/ ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not constitute an investment recommendation. Investing involves"
YouTube Link 2023-09-16T16:02Z [---] followers, [--] engagements
"Reasons NOT To Convert to Roth (2025) SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Converting $2 Million to Roth IRA in [--] Year Mistake or Genius - https://youtu.be/vldlhIAEaxc ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not constitute an"
YouTube Link 2025-08-01T20:11Z [----] followers, 12K engagements
"Brutally Honest Advice Retire before [--] SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Resources Questions: https://docs.google.com/document/d/1GOxmkrTgqYBeb0RZSaM-33G8KL1B8FTx0sfgqxwvrFA/copy They Spend $12K/mo Heres What Their Early Retirement Plan Looks Like - https://youtu.be/9Fpspc4K77w ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case"
YouTube Link 2025-09-12T22:05Z [----] followers, 13.7K engagements
"The New Way To Retire in Your 50s (3 Proven Methods) WORK WITH ME👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/SmyNH2Ao In this video I go through the [--] types of retirements I am seeing when it comes to modern planning. ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not"
YouTube Link 2024-11-08T23:05Z [----] followers, [----] engagements
"A Complete Guide to Investing Your Portfolio for Early Retirement Success Want a custom strategy to retire early ➡ https://py01htti90f.typeform.com/to/SmyNH2Ao In this video I go through a case study to give you a complete picture for how to invest for early retirement success. SUBSCRIBE / https://www.youtube.com/channel/UCVUfyLHoGUtaBoseDKFfEAg My firm: https://onedegreeadvisors.com/ ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial"
YouTube Link 2024-06-21T22:58Z [----] followers, [----] engagements
"This Magic Number Predicts 95% Accuracy For Retirement Success SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Resources: Kitces Research - https://www.kitces.com/blog/retirement-income-risk-monte-carlo-probability-sucess-over-under-spend/ $5M Early Retirement Portfolio (Full Breakdown) - https://www.youtube.com/watchv=WYLhfe6OToo ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before"
YouTube Link 2025-05-30T19:18Z [----] followers, 164.6K engagements
"New Research Shows When You Can Spend MORE in Retirement WORK WITH ME👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/SmyNH2Ao In this video I go through modern retirement research on when you can spend more Resources: https://www.kitces.com/blog/url-upside-potential-sequence-of-return-risk-in-retirement-median-final-wealth/ ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All"
YouTube Link 2024-11-02T00:47Z [----] followers, [----] engagements
"Why the [--] years before an early retirement are so critical SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not constitute an investment recommendation. Investing involves risk. Past performance is no"
YouTube Link 2025-05-02T19:14Z [----] followers, 24.3K engagements
"The [--] Levels Of Wealth In Early Retirement - How Do You Compare SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes - https://onedegreeadvisors.com/2025/01/the-5-levels-of-wealth-in-early-retirement-how-do-you-compare/ Signs You have Enough To Retire Early (Even if it doesnt feel like it) - https://youtu.be/VLirDkzV3sc ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any"
YouTube Link 2025-01-10T19:11Z [----] followers, 69.9K engagements
"5 Retirement Moves to Make NOW Before Its Too Late (June 2025) SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Resources Why the [--] years before an early retirement are so critical - https://youtu.be/sygnpSo5GdM ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only."
YouTube Link 2025-06-06T21:57Z [----] followers, [---] engagements
"Do you have enough to retire now Signs youre ready even if you dont feel rich SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt I'm a Retirement Advisor. Here Are [--] Regrets That Haunt Early Retirees - https://youtu.be/2MM-3_nN4b0 ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios"
YouTube Link 2025-08-29T20:00Z [----] followers, 19K engagements
"Retire early with $5M vs $1M vs $500k. Hows life different SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Show Notes - https://onedegreeadvisors.com/2025/01/retire-early-with-5m-vs-1m-vs-500k/ The Age That Changes Everything for Early Retirement - https://youtu.be/Nis4HqObKTw ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by"
YouTube Link 2025-01-24T23:38Z [----] followers, [----] engagements
"I'm a Retirement Advisor. Here Are [--] Regrets That Haunt Early Retirees SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Resources The [--] Levels Of Wealth In Early Retirement - How Do You Compare - https://youtu.be/uVZtXU_VPn4 ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT"
YouTube Link 2025-03-04T23:47Z [----] followers, [----] engagements
"How Much Does It Take to Retire EARLY on a $12k/mo Budget WORK WITH ME👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/SmyNH2Ao My firm: https://onedegreeadvisors.com/ How Much Do You Need To Retire Early (Quiz) https://py01htti90f.typeform.com/to/xajBRCHc ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND"
YouTube Link 2024-09-14T15:00Z [----] followers, 23K engagements
"This is What A $3 Million Early Retirement Withdrawal Strategy Looks Like (Real Life Example) WORK WITH ME👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/SmyNH2Ao In this video I go through a $3 million early retire withdrawal strategy. Risk Based Guardrails: https://youtu.be/syzZqrmrsy4si=l4zODSaKwZcNgTQ7 Sources: https://www.financialplanningassociation.org/sites/default/files/2020-05/6%20Decision%20Rules%20and%20Portfolio%20management%20for%20Retirees%20Is%20Safe%20Initial%20Withdrawal%20Rate%20Too%20Safe.pdf SUBSCRIBE /"
YouTube Link 2024-08-30T19:00Z [----] followers, 28.2K engagements
"RSU Taxes Explained + [--] Strategies for [----] WORK WITH ME👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/SmyNH2Ao In this video I walk through how RSUs are taxed so you won't get blind sided when your RSUs vest. Detailed Article: https://onedegreeadvisors.com/2022/05/rsu-taxation-how-to-reduce-your-rsu-tax-bill-2022/ SUBSCRIBE / https://www.youtube.com/channel/UCVUfyLHoGUtaBoseDKFfEAg My firm: https://onedegreeadvisors.com/ ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their"
YouTube Link 2023-08-31T16:56Z [----] followers, [----] engagements
"DO THIS To Stop A Market Drop Ruining Your Retirement SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes"
YouTube Link 2025-12-13T00:06Z [----] followers, [----] engagements
"This [--] Simple Change Got Them to Retirement [--] Years Earlier SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Resources Exploring the Retirement Consumption Puzzle (Figure 5) - https://onedegreeadvisors.com/wp-content/uploads/2025/10/MAY14-JFP-Blanchett_0.pdf The PERFECT Age to Retire (Backed by Data) - https://youtu.be/Pxk7Jxx1wek ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making"
YouTube Link 2025-10-25T00:02Z [----] followers, [----] engagements
"New Healthcare Rules Could Raise Early Retiree Health Costs by $20K+ SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and"
YouTube Link 2025-11-07T19:53Z [----] followers, [---] engagements
"This $3 Test Predicts 95% Accuracy For Retirement Success SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Resources The Rubber Duck Rule of Retirement Tax Planning - https://www.kiplinger.com/taxes/rubber-duck-rule-of-retirement-tax-planning ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans"
YouTube Link 2025-11-14T21:58Z [----] followers, [----] engagements
"The Social Security Math Nobody Shows Retirees SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt What Happens to Social Security When You Retire at [--] - https://youtu.be/KLdpn3IVzxw ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and"
YouTube Link 2025-10-10T21:29Z [----] followers, [----] engagements
"Dividend Investing Mistakes Dividends are misunderstood They can be powerful but can also create a false sense of security Look at SDIV which has a yield of around 11% Over the past [--] yrs owning [---] of the highest dividend paying equities around the world would have actually worked against you SUBSCRIBE: / @purposebuiltwealth ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for"
YouTube Link 2023-08-02T19:13Z [----] followers, [--] engagements
"62 with $1.5 million IRA. Can I Retire Want a custom strategy to retire early ➡ https://py01htti90f.typeform.com/to/SmyNH2Ao In this video I go through a reddit post to test if retiring at [--] with $1.5M and spending $13500/mo is doable with some other considerations like downsizing and an inheritance. SUBSCRIBE / https://www.youtube.com/channel/UCVUfyLHoGUtaBoseDKFfEAg My firm: https://onedegreeadvisors.com/ ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before"
YouTube Link 2024-06-29T15:45Z [----] followers, [----] engagements
"How Much Do I Need To Spend $10k/month in Retirement WORK WITH ME👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/SmyNH2Ao In this video I reveal a strategy we use for clients to help them understand how they can sustainably afford a $10000 per month retirement by using a more accurate picture than a static withdrawal rate like the 4% rule. ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial"
YouTube Link 2024-04-12T19:27Z [----] followers, 21.9K engagements
"Retire Early with $100k+ Income and Pay $0 in Taxes (Without cheating) Want a custom strategy to retire early ➡ https://py01htti90f.typeform.com/to/SmyNH2Ao In this video I walk through how to pay zero dollars in Federal taxes when you retire early. And I talk about why although that sounds great there are things you need to watch out for if you retire early. SUBSCRIBE / https://www.youtube.com/channel/UCVUfyLHoGUtaBoseDKFfEAg My firm: https://onedegreeadvisors.com/ ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated"
YouTube Link 2024-06-24T22:08Z [----] followers, [---] engagements
"Once You Understand This New Research You'll Stop Working Past [--] SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and"
YouTube Link 2025-10-31T23:12Z [----] followers, 15.8K engagements
"The [--] Levels Of Wealth In Early Retirement - Which Level Are You SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and"
YouTube Link 2025-11-21T22:18Z [----] followers, 15.8K engagements
"How a $2M Portfolio Can Last 40+ Years in Retirement (Spend More Too) SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ Show notes and Resources Show Notes - https://onedegreeadvisors.com/2025/02/how-a-2m-portfolio-can-last-40-years-in-retirement-spend-more-too/ How Long Until Your Roth Conversion Actually Pays Off in Retirement - https://youtu.be/5bNLsGaFF_4 All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate"
YouTube Link 2025-02-14T23:39Z [----] followers, 11.2K engagements
"Im [--] with $4 Million. Can I Retire Early in an EXPENSIVE City WORK WITH ME👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/SmyNH2Ao In this video I go through a case study of how early retirement spending might look like in an expensive city. SUBSCRIBE / https://www.youtube.com/channel/UCVUfyLHoGUtaBoseDKFfEAg My firm: https://onedegreeadvisors.com/ ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any"
YouTube Link 2024-07-20T14:45Z [----] followers, 60K engagements
"Diversification = Survival - Here's Why SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and"
YouTube Link 2026-02-14T15:45Z [----] followers, [---] engagements
"$3 Million Early Retirement Case Study WORK WITH ME👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/SmyNH2Ao SUBSCRIBE / https://www.youtube.com/channel/UCVUfyLHoGUtaBoseDKFfEAg ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not constitute an investment recommendation."
YouTube Link 2023-09-16T16:00Z [----] followers, 84.6K engagements
"The PERFECT Age to Retire (Backed by Data) SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Google Doc questions: https://docs.google.com/document/d/1s5IVpanZ9i6ppU6DiAKltwDK7GmDYN_j0V8rjsnO8h0/copy ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not"
YouTube Link 2025-06-13T20:00Z [----] followers, 222.8K engagements
"Once I Show Retirees This Tax Plan. They Stop Worrying SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes"
YouTube Link 2025-12-05T18:31Z [----] followers, [----] engagements
"I'm [--] with $2 Million Can I Retire Early WORK WITH ME👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/SmyNH2Ao Today I walk through a couples financial plan to see if they can comfortably retire at age [--] with $2 million in savings. SUBSCRIBE / https://www.youtube.com/channel/UCVUfyLHoGUtaBoseDKFfEAg My firm: https://onedegreeadvisors.com/ ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial"
YouTube Link 2023-08-16T20:33Z [----] followers, 16.6K engagements
"How families with $10M+ Avoid Taxes SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should"
YouTube Link 2026-02-13T19:15Z [----] followers, [---] engagements
"How The 1% Avoid Taxes In Retirement SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should"
YouTube Link 2026-02-12T20:11Z [----] followers, [----] engagements
"I'm [--] With $5M Retire From Tech or Keep Working WORK WITH ME👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/SmyNH2Ao In this video I go through a case study of what spending looks like if you retire early. ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not constitute an"
YouTube Link 2024-12-05T00:37Z [----] followers, 44K engagements
"The secret ways the top 1% of retirees defer taxes SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes"
YouTube Link 2026-02-12T20:12Z [----] followers, [---] engagements
"Why Everything Changes for Retirees With $10 Million Saved SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment"
YouTube Link 2025-12-19T20:47Z [----] followers, [----] engagements
"How wealthy retirees avoid taxes on a large asset sale SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes"
YouTube Link 2026-02-12T20:11Z [----] followers, [----] engagements
"I'm [--] with $4M. How Much Can I Spend In Retirement SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes"
YouTube Link 2025-10-04T00:17Z [----] followers, 34K engagements
"Why Diversify Even Profitable Companies Go Bankrupt #investing #financialconsultant #stocks SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for"
YouTube Link 2026-02-14T18:45Z [----] followers, [---] engagements
"Converting $2 Million to Roth IRA in [--] Year Mistake or Genius SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not constitute an investment recommendation. Investing involves risk. Past performance is"
YouTube Link 2025-05-09T23:23Z [----] followers, 16K engagements
"Advanced investment strategy to avoid taxes SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and"
YouTube Link 2026-02-14T16:01Z [----] followers, [---] engagements
"Why Diversify Even Profitable Companies Go Bankrupt #investing #financialconsultant #stocks SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for"
YouTube Link 2026-02-14T18:45Z [----] followers, [---] engagements
"Advanced investment strategy to avoid taxes SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and"
YouTube Link 2026-02-14T16:01Z [----] followers, [---] engagements
"Diversification = Survival - Here's Why SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and"
YouTube Link 2026-02-14T15:45Z [----] followers, [---] engagements
"How families with $10M+ Avoid Taxes SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should"
YouTube Link 2026-02-13T19:15Z [----] followers, [---] engagements
"How to sell your company stock without getting killed in taxes SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment"
YouTube Link 2026-02-13T17:30Z [----] followers, [---] engagements
"The secret ways the top 1% of retirees defer taxes SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes"
YouTube Link 2026-02-12T20:12Z [----] followers, [---] engagements
"How wealthy retirees avoid taxes on a large asset sale SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes"
YouTube Link 2026-02-12T20:11Z [----] followers, [----] engagements
"How The 1% Avoid Taxes In Retirement SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should"
YouTube Link 2026-02-12T20:11Z [----] followers, [----] engagements
"Money Doesn't Change Your Plan Does SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should"
YouTube Link 2026-02-09T20:00Z [----] followers, [----] engagements
"Do This With Your Retirement Fears SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not"
YouTube Link 2026-02-08T20:00Z [----] followers, [---] engagements
"$3M Saved & Still Afraid SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not be relied"
YouTube Link 2026-02-07T20:00Z [----] followers, [----] engagements
"The One Trick Millionaire Retirees Use to Pay Themselves Forever SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and"
YouTube Link 2026-02-07T01:22Z [----] followers, [----] engagements
"Don't Let Your Retirement End Up In The Gutter SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only"
YouTube Link 2026-02-06T20:00Z [----] followers, [----] engagements
"Master Retirement in [--] Tiers SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not be"
YouTube Link 2026-02-05T20:00Z [----] followers, [----] engagements
"Don't Leave Money on the Table SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not be"
YouTube Link 2026-02-05T20:00Z [----] followers, [----] engagements
"A Plan Trumps Your Dollar Amount SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not"
YouTube Link 2026-02-04T22:48Z [----] followers, [----] engagements
"If I Wanted To Retire Early In [----] Here is what Id do SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt US Stocks Ride Rocky Road to a Third Straight Year of Gains - https://my.dimensional.com/market-review-2025-us-stocks-ride-rocky-road-to-a-third-straight-year-of-gains(https://my.dimensional.com/market-review-2025-us-stocks-ride-rocky-road-to-a-third-straight-year-of-gains) ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner"
YouTube Link 2026-02-04T22:36Z [----] followers, 11.2K engagements
"Chasing 100% = Missing Out on Life SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not"
YouTube Link 2026-02-04T20:00Z [----] followers, [----] engagements
"Your Plan Adapts to You Not the Market SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should"
YouTube Link 2026-02-03T20:00Z [----] followers, [---] engagements
"Fix Your Withdrawal Rate SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not be relied"
YouTube Link 2026-02-02T20:00Z [----] followers, [----] engagements
"Spending Smarter Not Harder SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not be"
YouTube Link 2026-02-01T20:00Z [----] followers, [----] engagements
"Ditch the 4% Rule Do This Instead SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not"
YouTube Link 2026-01-31T20:00Z [----] followers, [---] engagements
"The Truth About Stock Allocation SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not"
YouTube Link 2026-01-30T20:09Z [----] followers, [----] engagements
"Whats a Safe Retirement Withdrawal Rate for [----] (New Research) SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Resources Whats a Safe Retirement Withdrawal Rate for [----] - https://www.morningstar.com/retirement/whats-safe-retirement-withdrawal-rate-2026 The Portfolio Size Effect And Using A Bond Tent To Navigate The Retirement Danger Zone - https://www.kitces.com/blog/managing-portfolio-size-effect-with-bond-tent-in-retirement-red-zone/ ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each"
YouTube Link 2026-01-30T19:52Z [----] followers, [----] engagements
"The $1M Retirement vs. $10M Retirement (Full Comparison) SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment"
YouTube Link 2026-01-20T23:51Z [----] followers, [----] engagements
"This Is When You FINALLY Can Stop Saving For Retirement (Seriously) SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and"
YouTube Link 2026-01-13T20:12Z [----] followers, 114.8K engagements
"Why Everything Changes for Retirees With $10 Million Saved SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment"
YouTube Link 2025-12-19T20:47Z [----] followers, [----] engagements
"DO THIS To Stop A Market Drop Ruining Your Retirement SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes"
YouTube Link 2025-12-13T00:06Z [----] followers, [----] engagements
"Once I Show Retirees This Tax Plan. They Stop Worrying SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes"
YouTube Link 2025-12-05T18:31Z [----] followers, [----] engagements
"The [--] Levels Of Wealth In Early Retirement - Which Level Are You SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and"
YouTube Link 2025-11-21T22:18Z [----] followers, 15.8K engagements
"This $3 Test Predicts 95% Accuracy For Retirement Success SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Resources The Rubber Duck Rule of Retirement Tax Planning - https://www.kiplinger.com/taxes/rubber-duck-rule-of-retirement-tax-planning ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans"
YouTube Link 2025-11-14T21:58Z [----] followers, [----] engagements
"New Healthcare Rules Could Raise Early Retiree Health Costs by $20K+ SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and"
YouTube Link 2025-11-07T19:53Z [----] followers, [---] engagements
"Once You Understand This New Research You'll Stop Working Past [--] SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and"
YouTube Link 2025-10-31T23:12Z [----] followers, 15.8K engagements
"This [--] Simple Change Got Them to Retirement [--] Years Earlier SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Resources Exploring the Retirement Consumption Puzzle (Figure 5) - https://onedegreeadvisors.com/wp-content/uploads/2025/10/MAY14-JFP-Blanchett_0.pdf The PERFECT Age to Retire (Backed by Data) - https://youtu.be/Pxk7Jxx1wek ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making"
YouTube Link 2025-10-25T00:02Z [----] followers, [----] engagements
"The Social Security Math Nobody Shows Retirees SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt What Happens to Social Security When You Retire at [--] - https://youtu.be/KLdpn3IVzxw ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and"
YouTube Link 2025-10-10T21:29Z [----] followers, [----] engagements
"I'm [--] with $4M. How Much Can I Spend In Retirement SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes"
YouTube Link 2025-10-04T00:17Z [----] followers, 34K engagements
"Brutally Honest Advice Retire before [--] SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Resources Questions: https://docs.google.com/document/d/1GOxmkrTgqYBeb0RZSaM-33G8KL1B8FTx0sfgqxwvrFA/copy They Spend $12K/mo Heres What Their Early Retirement Plan Looks Like - https://youtu.be/9Fpspc4K77w ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case"
YouTube Link 2025-09-12T22:05Z [----] followers, 13.7K engagements
"Will My $3M IRA Last If I Retire at [----] SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Reasons NOT To Convert to Roth (2025) - https://youtu.be/e6RfRrDJX3Y ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations"
YouTube Link 2025-09-05T20:29Z [----] followers, [----] engagements
"Do you have enough to retire now Signs youre ready even if you dont feel rich SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt I'm a Retirement Advisor. Here Are [--] Regrets That Haunt Early Retirees - https://youtu.be/2MM-3_nN4b0 ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios"
YouTube Link 2025-08-29T20:00Z [----] followers, 19K engagements
"Should You Work One More Year Or Just Retire Early SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt New Retirement Withdrawal Strategy - https://youtu.be/xI0hFIiu4t0 ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These"
YouTube Link 2025-08-22T18:01Z [----] followers, [----] engagements
"Youve Saved $2M+ for Retirement But Could One Bad Year Ruin It SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt I'm a Retirement Advisor. Here Are [--] Regrets That Haunt Early Retirees - https://youtu.be/2MM-3_nN4b0 ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. Client case studies are adapted from actual financial plans and/or scenarios but have been"
YouTube Link 2025-08-15T23:20Z [----] followers, [----] engagements
"Reasons NOT To Convert to Roth (2025) SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Converting $2 Million to Roth IRA in [--] Year Mistake or Genius - https://youtu.be/vldlhIAEaxc ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not constitute an"
YouTube Link 2025-08-01T20:11Z [----] followers, 12K engagements
"They Spend $12K/mo Heres What Their Early Retirement Plan Looks Like SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Resources The Agony & The Ecstasy - https://privatebank.jpmorgan.com/nam/en/insights/markets-and-investing/ideas-and-insights/the-agony-the-ecstasy Signs You Should Retire EARLIER Than You Think - https://youtu.be/RT1ag6EE2TQ ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc."
YouTube Link 2025-07-25T19:58Z [----] followers, 23.5K engagements
"Im [--] With $4MCan I Retire Early In LA/SF/etc SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of"
YouTube Link 2025-07-18T21:57Z [----] followers, 11.7K engagements
"New Retirement Withdrawal Strategy SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt This is What A $3 Million Early Retirement Withdrawal Strategy Looks Like (Real Life Example) - https://youtu.be/FCfrIhr-Xac ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only."
YouTube Link 2025-07-11T23:16Z [----] followers, 62K engagements
"What Happens to Social Security When You Retire at [--] SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt This Video Should Be Required Viewing to Retire Before [--] - https://youtu.be/UYULXYE8MSM ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not"
YouTube Link 2025-06-27T21:11Z [----] followers, [----] engagements
"Retiring with $5M It Still Wont Fix This SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Why the [--] years before an early retirement are so critical - https://youtu.be/sygnpSo5GdM ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not constitute an"
YouTube Link 2025-06-20T20:32Z [----] followers, 33.7K engagements
"The PERFECT Age to Retire (Backed by Data) SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Google Doc questions: https://docs.google.com/document/d/1s5IVpanZ9i6ppU6DiAKltwDK7GmDYN_j0V8rjsnO8h0/copy ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only. This does not"
YouTube Link 2025-06-13T20:00Z [----] followers, 222.8K engagements
"5 Retirement Moves to Make NOW Before Its Too Late (June 2025) SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Resources Why the [--] years before an early retirement are so critical - https://youtu.be/sygnpSo5GdM ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before making any financial decisions. All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only."
YouTube Link 2025-06-06T21:57Z [----] followers, [---] engagements
"This Magic Number Predicts 95% Accuracy For Retirement Success SCHEDULE A CALL👇🏼 ✅ See how we can help you get more out of early retirement https://py01htti90f.typeform.com/to/MKeP6ISt Resources: Kitces Research - https://www.kitces.com/blog/retirement-income-risk-monte-carlo-probability-sucess-over-under-spend/ $5M Early Retirement Portfolio (Full Breakdown) - https://www.youtube.com/watchv=WYLhfe6OToo ⚠ "DISCLAIMER:⚠ All content is not to be received as financial advice and each individual should consult with their dedicated financial planner tax preparer estate attorney etc. before"
YouTube Link 2025-05-30T19:18Z [----] followers, 164.6K engagements
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