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Comments (14)

  • @carefundingray 2026-01-02

    The dream! 🌴 I’m currently obsessed with 'mini-retirements' along the way so I don't have to wait until 65 to have fun. Great reminder to keep stacking those assets! #CareFundingRay

  • @atlas_secures 2025-12-09

    Love that first step, it's smart and locks in a comfortable foundation.

  • @marigatorossian 2025-07-26

    lol, good luck finding that annuity

  • @iammotoman1968 2025-07-26

    No. Absolutely not. Math ain't mathing.

  • @suave_emilyy 2026-05-01

    So how do you have fun❓❔

  • @thagorfive 2025-10-02

    I cannot fins an annuity to give me $122k payout for forty years on just $1 million

  • @drbelinf 2025-08-02

    If you move the 2M into a Roth IRA your gonna pay a minimum of 20% taxes depleting your retirement fund by $400k. Also if fund an annuity you won’t get those kind of returns and still be able to use 3% of 2M. Confusing math!

  • @ab_comfortablynumb 2025-07-25

    Come on !! Seriously. I have one of the best wealth mangers in the country, Moss Adam’s, and I’m lucky if I see 5% on a safe 90/10 investment portfolio. How are all these people on social media claiming gains like this on retirement money no one can afford to lose.

  • @dianabmat 2025-07-25

    Yeah. You lost me at annuity.

  • @rasaanmoshesh 2025-07-25

    I think the video cut off what you’d do for housing

  • @highrustler1964 2025-07-25

    If it was all in Roth, social security wouldn’t be taxed at all. Annuity for a 65 year old would pay about half the amount he claims. Also, no need for indexed annuity if you are taking income right away. Straight up income annuity would pay more.

  • @computersavvyco 2025-07-23

    How you getting 122k from a FIA? 12.2%!?! Plus the fees , etc. love to see the details on that one

  • @kwpedersen 2025-07-22

    How about how to live off 1
    Million

  • @old_man_brian 2025-07-22

    Not easy to get everything into a Roth if you are high income. Even if you can, the income taxes on the conversion are going to kill you.

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