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Retire Early? Use this Investment!  

Drew Blackston, CRC®
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Retire Early? Use this Investment! #retirement #retirementplanning #investment #financialfreedom
**Schedule your virtual consultation, click here: pearlwealthgroup.com/contact/ or use our calendar link: calendly.com/pearlwealthgroup... **
*Free Retirement Download: The Checklist to Retirement:* 📊
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Here at Pearl Wealth Group, we run a trademarked retirement investment and retirement income plan for individuals and families who are wanting to retire called "Your Financial EKG™." What we are trying to visualize is how long a persons retirement savings are going to last throughout retirement. If you are looking for early retirement planning tips or trying to saving for retirement in your 50's, You Financial EKG™ is a great tool to help you understand where you are in your retirement planning. Retirement planning and retirement income strategies shouldn't be complicated. They should just be done right.
**Connect with us on Facebook: / pearlwealthgroup ** 👍
**Follow me on LinkedIn: www.linkedin.com/comm/mynetwork/discovery-see-all?usecase=PEOPLE_FOLLOWS&followMember=drewblackston 🙌
❌ *Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please call Pearl Wealth Group at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.* ❌
Pearl Wealth Group
Drew Blackston, CRC® & RFC®
Office: 813-807-5060
Info@pearlwealthgroup.com
pearlwealthgroup.com/
Getting you to Retirement, through Retirement, & protecting YOUR ability to stay in Retirement!
#retirementplanning #retirement #financialfreedom

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17 июн 2024

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Комментарии : 2   
@jefflloyd394
@jefflloyd394 24 дня назад
Brokerage account is great due to lower capital gains taxes but take the free money first. Take the match as you said, but then max HSA, then max roth ira, then perhaps max 401k (maybe roth) . Then do the Brokerage. But is does depend on your tax bracket now vs retirement and your current savings amount, so is part of a forward tax plan. Always good Drew, and love my EKG
@yourfinancialekg
@yourfinancialekg 23 дня назад
Thanks Jeff!
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