• How Much Money do You Need to Retire? Financial Planning with Jeb Jarrell

  • 2024/08/18
  • 再生時間: 55 分
  • ポッドキャスト

How Much Money do You Need to Retire? Financial Planning with Jeb Jarrell

  • サマリー

  • My guest today is Jeb Jarrell. Jeb has a masters degree in Financial Planning, is a Certified Financial Planner, and is the founder of Plentiful Wealth, a financial advisory firm with a focus on retirement planning.

    Over the last decade, Jeb has had the privilege of working with diverse clientele, ranging from college students to ultra-high-net-worth individuals.

    His mission is to de-mystify the world of finance, by breaking down jargon-filled, complicated topics into easily understandable concepts, concepts he says you need to be able to understand.

    In this conversation we talk about:

    • How MUCH money you need to retire.
    • How much money you need to “bridge the gap” and retire early.
    • WHEN you retire - how much money you will need to live comfortably.
    • The biggest issues holding folks back from retiring.
    • Deciding when to claim Social Security and how much money you should expect to receive .
    • The best options for healthcare before 65 and before qualifying for medicare
    • Tips and strategies for young people wanting to save and invest money.
    • How to avoid paying too much in taxes and penalties.
    • Strategies and tips for self-employed and small business owners
    • How to handle credit card and auto loan debt.

    Contact Jeb Jarrell:

    Website: www.plentifulwealth.com

    Email: jeb@plentifulwealth.com

    Phone: (606) 775-0246

    SHOW NOTES:

    Download Jeb’s free guide: Writing the Next Chapter: Planning for Life After Retirement

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あらすじ・解説

My guest today is Jeb Jarrell. Jeb has a masters degree in Financial Planning, is a Certified Financial Planner, and is the founder of Plentiful Wealth, a financial advisory firm with a focus on retirement planning.

Over the last decade, Jeb has had the privilege of working with diverse clientele, ranging from college students to ultra-high-net-worth individuals.

His mission is to de-mystify the world of finance, by breaking down jargon-filled, complicated topics into easily understandable concepts, concepts he says you need to be able to understand.

In this conversation we talk about:

  • How MUCH money you need to retire.
  • How much money you need to “bridge the gap” and retire early.
  • WHEN you retire - how much money you will need to live comfortably.
  • The biggest issues holding folks back from retiring.
  • Deciding when to claim Social Security and how much money you should expect to receive .
  • The best options for healthcare before 65 and before qualifying for medicare
  • Tips and strategies for young people wanting to save and invest money.
  • How to avoid paying too much in taxes and penalties.
  • Strategies and tips for self-employed and small business owners
  • How to handle credit card and auto loan debt.

Contact Jeb Jarrell:

Website: www.plentifulwealth.com

Email: jeb@plentifulwealth.com

Phone: (606) 775-0246

SHOW NOTES:

Download Jeb’s free guide: Writing the Next Chapter: Planning for Life After Retirement

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