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In this episode of Advisors on Call, Greg Ramirez tackles the idea of retiring at 40, a notion that's often touted on social media but may not be as feasible as it seems. He shares a real-life example of a client who's planning to retire at 50, highlighting the importance of income for life vehicles and the need to consider factors like healthcare costs and social security. Greg also discusses the risks of relying too heavily on a portfolio for income and the benefits of diversifying investments.

<p>In this episode of Advisors on Call, Greg Ramirez tackles the idea of retiring at 40, a notion that's often touted on social media but may not be as feasible as it seems. He shares a real-life example of a client who's planning to retire at 50, highlighting the importance of income for life vehicles and the need to consider factors like healthcare costs and social security. Greg also discusses the risks of relying too heavily on a portfolio for income and the benefits of diversifying investments.</p>

Greg Ramirez offers financial services specifically for the Self Employed, Business Owners, Doctors and High Net Worth Individuals with remedies for Tax Savings, Retirement Planning, Estate Planning, Generational Wealth Planning, Long Term Care and Life Insurance Planning.  

<p>Greg Ramirez offers financial services specifically for the Self Employed, Business Owners, Doctors and High Net Worth Individuals with remedies for Tax Savings, Retirement Planning, Estate Planning, Generational Wealth Planning, Long Term Care and Life Insurance Planning.  </p>

Advisors On Call

Perfroming Your Portfiolio X-Ray

https://api.omny.fm/orgs/a7b0bd27-d748-4fbe-ab3b-a6fa0049bcf6/clips/82e79ff2-bb7c-4acd-ac64-b4270133311a/transcript