We've Never Seen This Before In An Election Year

Streamline Financial January 5, 2024
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Streamline Your Retirement by getting these 3 key parts right! 1) Tax-efficient withdrawal planning 2) Investment Planning 3) Tax Reduction Planning My name is Dave Zoller and I own Streamline Financial along with our team of retirement specialists. Streamline has been helping people retire for over 25 years and I've personally been working with clients for the last decade and a half. We can only work with a select number of clients so we created this channel to share what's working well for the families we help. We both know that RETIREMENT IS MORE THAN MONEY so you'll see the financial strategies along with the non-financial strategies to make sure this next stage is YOUR BEST YET! Disclosure-Securities offered through LaSalle St. Securities LLC (LSS), member FINRA/SIPC. Advisory services offered through LaSalle St. Investment Advisors LLC (LSIA), a Registered Investment Advisor. Streamline Financial Services is not affiliated with LSS or LSIA. LSS is affiliated with LSIA.

Video Description

How election years impact the markets, investments, and your retirement. Dave Zoller, CFP® ✅ Get a Free Retirement Strategy Session ✅ https://streamline.typeform.com/getst... ⭐️ Get The 5-Minute Retirement For Free ⭐️ https://www.davezoller.com/retirement [MY FAVORITE RETIREMENT PLANNING SOFTWARE + VIDEO WALKTHROUGH] Achieve Your Successful & Secure Retirement WITHOUT A Financial Advisor https://www.davezoller.com/DIY-Retire... My Favorite Retirement Calculator w/ no video walk-through https://bit.ly/free-retirement-calcul... 00:00 3 Things To Focus on 00:48 What to Expect This Year 03:00 An Unfortunate Story 03:43 What To Do To Prepare 05:12 Look Closely at This Asset Class 06:55 The Downside 08:44 The Anti-Fragile Retirement Plan 10:11 How Markets Reacted Past Election Years ----------------------- POPULAR RETIREMENT VIDEOS 3 Reasons To Retire ASAP    • 3 Reasons To Retire As Soon As You Can - R...   7 Things Happy Retirees Do Well. Retirement Planning Tips From Recent Retirees    • 7 Things Happy Retirees Do Well. Retiremen...   High Net Worth Retirement is Different    • How Retirement Changes for High Net Worth ...   3 Lies That Could Delay Your Retirement    • These Lies Will Make You Delay Your Retire...   3 Must-Have Assets When Retirement Planning.    • 3 Must-Have Assets When Retirement Plannin...   ----------------------- #retirement #howmuchtoretire #retirementplanning MUSIC: Stary Sky- Simon Grob Disclaimer: Since we don’t know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Streamline Financial Services, LLC or its members cannot be held liable for any use or misuse of this content. Affiliate Disclaimer: This post may include affiliate links where we may earn a payment when you click on the links at no additional cost to you. Disclosures: Securities offered through LaSalle St. Securities LLC (LSS), member FINRA/SIPC. Advisory services offered through LaSalle St. Investment Advisors LLC (LSIA), a Registered Investment Advisor. Streamline Financial Services is not affiliated with LSS or LSIA. LSS is affiliated with LSIA.