Financial Planning in Your 50’s

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If you’re in your 50’s and haven’t saved any money for retirement, you’re not alone. Find out the key steps for 50-year olds to take in preparing for life’s big next step.

0:31 “50% of you are going to be forced into retirement early; even though you want to work as late as you can, now’s the time to start”

1:26 “If you’re 50 years old or you’re 55, here are the steps: you want to start right now (can I cut some spending?), then from there you can save more, manage the assets appropriately”

1:36 “If you do not have a 401(k) plan, try to save into an IRA, or a Roth IRA, after those look into non-qualified investments or stocks or bonds…save, save, save: that’s the key”

1:55 “There’re really four steps that you want to look at here”

Season 2 Episode 18

Aired 5/2/15

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IMPORTANT DISCLOSURES:
• Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor.
• Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with their tax advisor or attorney regarding specific situations.
• Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance.
• Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
• All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy.
• Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors.

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