CLIENT CASE STUDY #78
"How Robert Secured His $375k In His 401(k) From Losing Money To Now Guaranteed 5.25% Annually
Backstory
Robert had just retired from his electrical engineering career in 2020 when the pandemic hit. He thought he had saved enough in his 401(k) to live a fairly comfortable retirement since he had paid off his mortgage a few years prior. That was until the market took a major dip and he lost almost 18% of his nest egg like that....
Biggest Challenge...
Robert had just retired from his electrical engineering career in 2020 when the pandemic hit. He thought he had saved enough in his 401(k) to live a fairly comfortable retirement since he had paid off his mortgage a few years prior. That was until the market took a major dip and he lost almost 18% of his nest egg like that....
Robert Got 15% BONUS Interest + 5.25% Earned Interest Annually
Robert had just retired from his electrical engineering career in 2020 when the pandemic hit. He thought he had saved enough in his 401(k) to live a fairly comfortable retirement since he had paid off his mortgage a few years prior. That was until the market took a major dip and he lost almost 18% of his nest egg like that....
"Should I be concerned?"
It really depends... is the most factual answer, without knowing anything about your current situation, your goals, challenges and finances. Many people unfortunately have more discipline in maintaining their teeth hygiene than their financial livelihood. Often times, many will completely abandon the thought of having a specialist really help them see if they're currently on the right path to their financial goals, or completely off path and need to do something before it's too late to act. If you're not absolutely certain your finances are safe from market loss and/or unsure if your current investments are accumulating enough to cover all the expenses and future taxes when you decide to retire, then please reach out to me in one of two ways below: