![Joe Kuhn](/img/default-banner.jpg)
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Joe Kuhn
United States
Registrace 16. 07. 2019
I've had a successful career as an operations manager and chose to retire at the age of 54 - 5 years ago. I've discovered I am a teacher and coach at heart. My hope is to help others succeed with my experience. Failure, pain and fear can be averted by learning from others -- this is why I make videos and my gift to you. My focus is on your transition to retirement. I’m confident I can help. I hope to earn your trust.
my website: joekuhn1964.wixsite.com/ldrjfk
my website: joekuhn1964.wixsite.com/ldrjfk
10 things I learned on YouTube about retirement that I put into action
10 things I learned on CZcams about retirement that I put into action. Can I retire now. Retirement planning.
Nutrition Channels: Dr Eric Westman, Dr Sten Ekberg, Dr. Peter Attia, Dr Shawn Baker, Dr Becky Gillaspy, Dr. Antony Chaffee, Dr Mark Hyman, Dr. Jason Fung, Lillie Kane
Retirement Channels: Taxes, Expenses, Asset Location; diversification, SS, LTC, case studies
…..James Canole, Devin Carrol, Dion Talks Money; Ben Felix (Canada), Graham Stephan, Money Guys, Retire Early 500K (Dewayne), Holy Schmidt. Heritage Wealth (Josh)
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_*PLEASE STOP USING Spreadsheets!_ It falls way short optimizing every retirement factor*
Retirement Tool Link I reference and use and recommend -- New Retirement. Free 2 week trial. $120/yr after. You will buy this after trying (I have purchased for 3 years).
www.newretirement.com/?nr_product=NRC&nr_a=35&nr_medium=affiliate&
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*Need a CFP to create your retirement plan for a one time fee?* My Recommendation: Neil Fortwendel (812) 471-2492. Neil created my plan. Plan updates as you wish for a smaller fee. Check Neil out on Facebook and LinkedIn.
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*DO NOT GO IT ALONE!!!!!!!*
*Money Pickle - FREE! use link to set up a FREE 45 minute dialog with a Financial Advisor*
No obligation. Get answers to your questions. Get an expert to look at your plan.
moneypickle.com/joekuhn
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*Plant Manager, Maintenance Manager and Career Consulting -- 1 hour virtual via Teams/Cell Phone*
sowl.co/s/bQifp
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Most Popular VIDEOS
*Health Insurance before Medicare* czcams.com/video/KPs4RXOOS64/video.html
*You Cannot retire with these 4* czcams.com/video/4qlCbfizoaI/video.html
*2 shocking surprises in retirement * czcams.com/video/pCDR29HztnQ/video.html
*15 things you must let go to retire * czcams.com/video/Hg0nvDeM1X4/video.html
*My retirement budget* czcams.com/video/A5PCt_43Ruo/video.html
* 5 early retirement regrets* czcams.com/video/9qCbvCF2Swk/video.html
*this convinced me to retire* czcams.com/video/cU6qG_xC5CU/video.html
*Timing of Social Security* czcams.com/video/UMH4UM3F3Ag/video.html
*How I fill my buckets* czcams.com/video/vKMGjb1Myv0/video.html
*How I document my retirement plan* czcams.com/video/aYmiXTmZAms/video.html
*What I have learned from 300 retirement coaching clients: * czcams.com/video/EqZutxRckUw/video.htmlsi=dqz8JoLrcpfgjj9t
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RECOMMENDED FINANCIAL ADVISOR - Assets under Management or one time plan creation
Neil Fortwendel with Northwestern Mutual ph: 812 471 2492
Video by Lean Driven Reliability LLC
This is not investment advice. For entertainment ONLY. Seek professional help to understand your unique situation.
#retirement #retirementplanning #retireearly #retireearlyandtravel #financialfreedom #financialindependence #retirementincome #retirementstrategy #findingpurpose #keto #ketodiet #ketovore #hiit #hiitworkout #healthylifestyle #howmuchcanIspend
Nutrition Channels: Dr Eric Westman, Dr Sten Ekberg, Dr. Peter Attia, Dr Shawn Baker, Dr Becky Gillaspy, Dr. Antony Chaffee, Dr Mark Hyman, Dr. Jason Fung, Lillie Kane
Retirement Channels: Taxes, Expenses, Asset Location; diversification, SS, LTC, case studies
…..James Canole, Devin Carrol, Dion Talks Money; Ben Felix (Canada), Graham Stephan, Money Guys, Retire Early 500K (Dewayne), Holy Schmidt. Heritage Wealth (Josh)
-------------------------------------------------------------
_*PLEASE STOP USING Spreadsheets!_ It falls way short optimizing every retirement factor*
Retirement Tool Link I reference and use and recommend -- New Retirement. Free 2 week trial. $120/yr after. You will buy this after trying (I have purchased for 3 years).
www.newretirement.com/?nr_product=NRC&nr_a=35&nr_medium=affiliate&
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*Need a CFP to create your retirement plan for a one time fee?* My Recommendation: Neil Fortwendel (812) 471-2492. Neil created my plan. Plan updates as you wish for a smaller fee. Check Neil out on Facebook and LinkedIn.
----------------------------------------------------------------------
*DO NOT GO IT ALONE!!!!!!!*
*Money Pickle - FREE! use link to set up a FREE 45 minute dialog with a Financial Advisor*
No obligation. Get answers to your questions. Get an expert to look at your plan.
moneypickle.com/joekuhn
---------------------------------------------------------------------
*Plant Manager, Maintenance Manager and Career Consulting -- 1 hour virtual via Teams/Cell Phone*
sowl.co/s/bQifp
-------------------------------------------------------------------------
Most Popular VIDEOS
*Health Insurance before Medicare* czcams.com/video/KPs4RXOOS64/video.html
*You Cannot retire with these 4* czcams.com/video/4qlCbfizoaI/video.html
*2 shocking surprises in retirement * czcams.com/video/pCDR29HztnQ/video.html
*15 things you must let go to retire * czcams.com/video/Hg0nvDeM1X4/video.html
*My retirement budget* czcams.com/video/A5PCt_43Ruo/video.html
* 5 early retirement regrets* czcams.com/video/9qCbvCF2Swk/video.html
*this convinced me to retire* czcams.com/video/cU6qG_xC5CU/video.html
*Timing of Social Security* czcams.com/video/UMH4UM3F3Ag/video.html
*How I fill my buckets* czcams.com/video/vKMGjb1Myv0/video.html
*How I document my retirement plan* czcams.com/video/aYmiXTmZAms/video.html
*What I have learned from 300 retirement coaching clients: * czcams.com/video/EqZutxRckUw/video.htmlsi=dqz8JoLrcpfgjj9t
---------------------------------------------------------------------------
RECOMMENDED FINANCIAL ADVISOR - Assets under Management or one time plan creation
Neil Fortwendel with Northwestern Mutual ph: 812 471 2492
Video by Lean Driven Reliability LLC
This is not investment advice. For entertainment ONLY. Seek professional help to understand your unique situation.
#retirement #retirementplanning #retireearly #retireearlyandtravel #financialfreedom #financialindependence #retirementincome #retirementstrategy #findingpurpose #keto #ketodiet #ketovore #hiit #hiitworkout #healthylifestyle #howmuchcanIspend
zhlédnutí: 8 684
Video
Anyone can create a retirement plan that solves; how does it respond to 7 unforeseen stresses?
zhlédnutí 3,5KPřed 12 hodinami
How do I stress test my retirement plan 7 actions I take to make my plan fail and then solve. It is easy to create a plan that looks good, but how does it respond to unforeseen challenges? Can I retire now? Retirement planning. _*PLEASE STOP USING Spreadsheets!_ It falls way short optimizing every retirement factor* Retirement Tool Link I reference and use and recommend New Retirement. Free 2 w...
What do I believe makes a good retirement plan? How do you feel during a recession?
zhlédnutí 6KPřed 19 hodinami
The stock market is taking a beating recently. Are we in a recession? What do I think makes a good retirement plan? Can I retire now. Retirement planning. _*PLEASE STOP USING Spreadsheets!_ It falls way short optimizing every retirement factor* Retirement Tool Link I reference and use and recommend New Retirement. Free 2 week trial. $120/yr after. You will buy this after trying (I have purchase...
National Debt at $35T -- 6 changes I'm making to my retirement plan. What should you do?
zhlédnutí 26KPřed dnem
Is the $35T national debt impacting how I plan my retirement? Yes. 6 actions I am taking because of the national debt crisis in the US. Can I retire now? Retirement planning. _*PLEASE STOP USING Spreadsheets!_ It falls way short optimizing every retirement factor* Retirement Tool Link I reference and use and recommend New Retirement. Free 2 week trial. $120/yr after. You will buy this after try...
6 Critical Lessons I learned after retiring - You may retire a year earlier!
zhlédnutí 9KPřed dnem
6 life lessons I learned after retiring I wish I knew earlier. Think money stress will be your top concern in retirement? For most retirees it is not; it's health. Health is wealth. Can I retire now. Retirement planning. _*PLEASE STOP USING Spreadsheets!_ It falls way short optimizing every retirement factor* Retirement Tool Link I reference and use and recommend New Retirement. Free 2 week tri...
How I moved from Saver to Spender in Retirement -- 4 easy steps.
zhlédnutí 7KPřed 14 dny
Moving from saver to spender is one of the toughest challenges of new retirees. How did I make this change? See my 4 step process. Can I retire now? Retirement planning. _*PLEASE STOP USING Spreadsheets!_ It falls way short optimizing every retirement factor* Retirement Tool Link I reference and use and recommend New Retirement. Free 2 week trial. $120/yr after. You will buy this after trying (...
Should you downsize, move by your grandkids and/or relocate to a warmer climate in retirement
zhlédnutí 12KPřed 14 dny
Feeling the pressure of downsizing and moving to a better climate in retirement? What am I doing? What are the pros and cons for me? Can I retire today? Retirement Planning. _*PLEASE STOP USING Spreadsheets!_ It falls way short optimizing every retirement factor* Retirement Tool Link I reference and use and recommend New Retirement. Free 2 week trial. $120/yr after. You will buy this after tryi...
You have got to be crazy to retire early and at the peak of your career. Yes, what is your point?
zhlédnutí 9KPřed 14 dny
You have got to be crazy to retire early and at the peak of your career. Yes, what is your point? 10 things I do that people laugh at. Can I retire now? Retirement Planning. MISTAKE: May 2012 Toyota has 200,000 miles on it not 100. _*PLEASE STOP USING Spreadsheets!_ It falls way short optimizing every retirement factor* Retirement Tool Link I reference and use and recommend New Retirement. Free...
Retirement Advice I ignore from YouTube -- Here are 9
zhlédnutí 45KPřed 14 dny
Bad advice for me on CZcams. What advice do I not follow on CZcams regarding my retirement You may be different. Can I retire now? Retirement Planning. _*PLEASE STOP USING Spreadsheets!_ It falls way short optimizing every retirement factor* Retirement Tool Link I reference and use and recommend New Retirement. Free 2 week trial. $120/yr after. You will buy this after trying (I have purchased f...
Will you miss work after retirement?
zhlédnutí 4,7KPřed 14 dny
Will you miss work after retiring? What was my experience? Can I retire now? Retirement planning. _*PLEASE STOP USING Spreadsheets!_ It falls way short optimizing every retirement factor* Retirement Tool Link I reference and use and recommend New Retirement. Free 2 week trial. $120/yr after. You will buy this after trying (I have purchased for 3 years). www.newretirement.com/?nr_product=NRC&nr_...
Running "The Beast", My exercise routine at 60 years old -- Part 2
zhlédnutí 2,1KPřed 21 dnem
My exercise routine at 60 years old Part 2. "The beast". HIIT. High Intensity Interval Training. Can I retire now. _*PLEASE STOP USING Spreadsheets!_ It falls way short optimizing every retirement factor* Retirement Tool Link I reference and use and recommend New Retirement. Free 2 week trial. $120/yr after. You will buy this after trying (I have purchased for 3 years). www.newretirement.com/?n...
My exercise routing at 60 years years old. HIIT Part 1
zhlédnutí 3KPřed 21 dnem
My exercise routine at 60 years old. I do high intensity interval training 3 days a week. Can I retire now? _*PLEASE STOP USING Spreadsheets!_ It falls way short optimizing every retirement factor* Retirement Tool Link I reference and use and recommend New Retirement. Free 2 week trial. $120/yr after. You will buy this after trying (I have purchased for 3 years). www.newretirement.com/?nr_produ...
What do I think of dividend investing? Is it part of my strategy? why or why not.
zhlédnutí 2,1KPřed 21 dnem
What do I think of dividend investing? Is it part of my strategy? why or why not. Link to Ben Felix video: czcams.com/video/4iNOtVtNKuU/video.html _*PLEASE STOP USING Spreadsheets!_ It falls way short optimizing every retirement factor* Retirement Tool Link I reference and use and recommend New Retirement. Free 2 week trial. $120/yr after. You will buy this after trying (I have purchased for 3 ...
The stock market is at irrational prices and highly concentrated -- is it a bubble? What am I doing?
zhlédnutí 9KPřed 21 dnem
Stock Valuations are near all time highs and the market is highly concentrated into 7 stocks. Are we in a bubble? What am I doing? Can I retire now? Retirement planning. article referenced on market concentration: www.morganstanley.com/im/publication/insights/articles/article_stockmarketconcentration.pdf?1721770368454 _*PLEASE STOP USING Spreadsheets!_ It falls way short optimizing every retire...
You have less than a 1% probability of having a retirement plan without errors based on my sampling.
zhlédnutí 4KPřed 21 dnem
You have less than a 1% probability of having a retirement plan without errors based on my sampling.
Are you prepared for these 6 Retirement Surprises?
zhlédnutí 5KPřed 21 dnem
Are you prepared for these 6 Retirement Surprises?
I was the provider. How did I overcome an identity crisis in retirement?
zhlédnutí 3,1KPřed 21 dnem
I was the provider. How did I overcome an identity crisis in retirement?
How do I know the right stock to bond ratio for retirement? What is too risky?
zhlédnutí 3KPřed 21 dnem
How do I know the right stock to bond ratio for retirement? What is too risky?
Where are my retirement assets located? What are the pros and cons of asset location in retirement?
zhlédnutí 6KPřed 21 dnem
Where are my retirement assets located? What are the pros and cons of asset location in retirement?
How often do I fill my buckets? How often do I rebalance? Retirement planning
zhlédnutí 3,8KPřed měsícem
How often do I fill my buckets? How often do I rebalance? Retirement planning
What was my best financial decision as I approached retirement? Game Changer!
zhlédnutí 10KPřed měsícem
What was my best financial decision as I approached retirement? Game Changer!
8 ways you will run out of money in retirement - Don't do these!!!
zhlédnutí 12KPřed měsícem
8 ways you will run out of money in retirement - Don't do these!!!
What is my budget review process in retirement? Do I track in Quicken?
zhlédnutí 3,6KPřed měsícem
What is my budget review process in retirement? Do I track in Quicken?
Frustrated with poor financial advisors that just invest your money for a 1% fee?
zhlédnutí 7KPřed měsícem
Frustrated with poor financial advisors that just invest your money for a 1% fee?
Your retirement spreadsheets may cause you to work longer. Why is this? What Can I do?
zhlédnutí 4,5KPřed měsícem
Your retirement spreadsheets may cause you to work longer. Why is this? What Can I do?
Retire now and get healthy like your life depends on it -- because it does.
zhlédnutí 6KPřed měsícem
Retire now and get healthy like your life depends on it because it does.
What did I give up to retire early -- Here are 13 things.
zhlédnutí 12KPřed měsícem
What did I give up to retire early Here are 13 things.
I lost a close friend yesterday; Life is short.
zhlédnutí 11KPřed měsícem
I lost a close friend yesterday; Life is short.
3 things you must know about taking Social Security Early -- Are you making a mistake?
zhlédnutí 5KPřed měsícem
3 things you must know about taking Social Security Early Are you making a mistake?
Ouch! Inflation hurts. My Retirement Financial Update for the 2nd Quarter of 2024
zhlédnutí 9KPřed měsícem
Ouch! Inflation hurts. My Retirement Financial Update for the 2nd Quarter of 2024
The Market have been suffering over the past month, with all the three indexes recording losses in recent weeks. My $400,000 portfolio is down by approximately 20%, any recommendations to scale up my returns before retirement will be highly appreciated.
Investing without proper guidance can lead to mistakes and losses. I've learned this from my own experience.If you're new to investing or don't have much time, it's best to get advice from an expert
A lot of folks downplay the role of advlsors until being burnt by their own emotions. I remember couple summers back, after my lengthy divorce, I needed a good boost to help my business stay afloat, hence I researched for licensed advisors and came across someone of utmost qualifications. She's helped grow my reserve notwithstanding inflation, from $275k to $850k.
How can i find a verifiable financial planner? I would not mind looking up the professional that helped you. I will be retiring in two years and I might need some management on my much larger portfolio. Don't want to take any chances.
Deborah Lynn Dilling is the licensed fiduciary I use. Just research the name. You’d find necessary details to work with a correspondence to set up an appointment..
Thank you for this tip. it was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her résumé.
The best financial CZcams channel for everyday people. Your advice has been a game changer for me and my family. Thank you!
I'm glad your advice has been helpful! For everyday financial advice on CZcams, channels like The Dave Ramsey Show,Graham Stephan,and The Financial Diet offer valuable insights for managing money wisely.
Investing in stocks with a reliable trading system can lead to great outcomes. It's fantastic that you've been working with a financial advisor for a year now. Starting with less than $200K and being just $19,000 away from making half a million in profit is impressive! Keep up the good work
I believe the retirement crisis will get even worse. Many struggle to save due to low wages, rising prices, and exorbitant rents. With homeownership becoming unattainable for middle-class Americans, they may not have a home to rely on for retirement either
How did you choose a reliable financial advisor? How do you assess their trustworthiness and competence?
@@ClayneBanks *Aaron Morgan Bell* provided me with personalized financial strategies that not only safeguarded my investments but also optimized them during economic turbulence. His insights were truly invaluable.
🌟 If you're planning for retirement, let me help you make the most of your investments! With my expert account management service, I can tailor strategies to grow your retirement funds efficiently and securely. 💼💡
Hi Joe. There’s a senator in the Philippines that said “I eat death threats for breakfast”. Well, fortunately for me, what I consume for breakfast are golden nuggets from content creators like you. I’m glad we both like some of the people you mentioned - Dr. Mark Hyman, Dr. Jason Fung, and James Conole.
I'm 60...Your 60...waiting for you to start getting into CZcams Channels (such as "BoomerBenefits") about MEDICARE (Part A)...and PART B...and PART C...and PART D...and MEDIGAP, etc. Also CZcams Channels on determining the best Medical Plans when I retire - COBRA, ACA (ObamaCare), etc. I plan on retiring in less than 3 years - when I'm 63. My wife (1 year younger than myself) is going to retire at 62 or 63.
❤❤❤
Great video, as always, Joe. There are many other cautions to go along with annuities. An annuity is a financial “product” the benefit of which is far more on the side of the salesperson than the buyer.
Hi Joe, CZcams Channels that I’ve taken actions on after listening and doing research are Edmund Yan on estate planning and Leyna Nguyen on for retirement planning and asset protection.
56..retiring soon. 27 year shift worker with a BS. Zero Identity crisis looming. Punch in punch out take zero work home with me. I do not move heaven and earth while at work and the place will keep rolling after I’m gone. Stats predict I have 20 years on the rock remaining, maybe, maybe not….ready to start the last quarter of the game! Great content!!!!
And if you were never able to buy and pay off a house in time, you're doomed. The real estate market is great - if you bought the house at age 35 or sooner! Along with "still have a mortgage" you can include the forever-renters in that red flag. This is a looming retirement crisis that threatens to be a financial doomsday weapon, given Gen-X and too many younger boomers who were priced out their whole lives.
Do you test for changes in tax law or tax rates?
It’s a simple selection in New Retirement. Super easy and software prompted. For federal
Instead if bonds I will have bitcoin. Small amount on a safe exchange and have access within 5 minutes. And after holding for 5 years any dips then will seem to a great return anyway. "Retire on a bitcoin standard"
PS Morgan Stanley financial advisors have started recommending BTC ETFs to wealthy clients. Tip. You don't need to be wealthy to buy bitcoin today.
Well said, Joe!!
Joe I'm going to call you Joe fluff.. good information but my god you are not watcher friendly.
Let's see how much fluff is in this video to make as revenue on a longer video.
By the way, this is how I talk. 0% of length is for CZcams watch time. Absolute zero.
You mentioned several of my favorite content creators surrounding the health and nutrition space. I've learned so much from CZcams . . . and lost over 100 pounds based on fasting and nutrition. Additionally, I have you to thank for my finding New Retirement software. Thank you Joe from a fellow Hoosier.
Wow. Congratulations
2001 lexus owner here with cassette tape . Runs great.
HIIT for the win!
Joe, how do you think the New Retirement tool compares to the tools Fidelity has? Have you heard any comparison?
It’s been a while but my look at Fidelity not even close to new retirement. Try for 2 weeks with my link. Read my video comments from other users. They are shocked with capabilities
@@joekuhnlovesretirement thank you. I will give it a try.
Would you consider doing a scenario with NewRetirement? I am interested, but want to see what I am getting into before committing the time.
I have a dozen such videos. Check out recent one on taxes.
Huge fan of James Conole, Rob Berger, Christine Benz and you Joe! Dumped my advisor and am DIYing it! Thank you!
I started making significant monthly contributions to my taxable brokerage account based on videos I watched on the "Erin Talks Money" CZcams channel. Two of the videos are "You (Probably) Won't Retire Early" and "The 5-Year Financial Guardrail To Protect Your Wealth." I realized I wasn't adequately prepared if I had to retire earlier than planned due to some circumstance outside my control. The simplest way to be prepared to retire earlier than planned was to build up my taxable brokerage account balance by increasing my monthly contributions and investing in index ETFs. I also increased savings in other areas such as I-Bonds for this same reason. By the way, a good bond-focused CZcams channel is "Diamond NestEgg." I've learned a lot from many other CZcams channels but this is a good example of a more recent change I have made based on watching CZcams videos.
Roth conversions are bad 90% of the time Financial Advisors are bad 80% of the time.
Watch a lot of the same channels, etc. I would rather get advice from someone who is or has actually done it with real world results. It has helped me to be able to retire after getting laid off. So psyched to start this new journey and to execute our plan.
Congratulations
Excellent job Joe
Can’t agree with advice #1. You lose income for the years you don’t collect. It doesn’t make sense.
I retired on May 31 at 56 years old. I was a transportation Engineer from Raleigh NC with 33 years experience. Your content was very helpful in me taking the next step and the new retirement software helped give me the confidence to retire. Thanks Joe.
That is awesome!
I like Josh S I like you. Both great and different. K Fisher is the bomb, calm grounded been there done that cat. Holy S is unlike anyone with his large net he cast.
I'm going to play this guessing game Option #1 i think you have $3.1 million If you have a budget of $72K/yr then times 10 years = $720K then multiply that to 23% that will be $3.1 million portfolio Option #2 i think you have $2.1 million I think at one point you did say you have 60/40 on B2 and 100% stocks on B3 so on $72K/yr budget bucket 1 is $360K (72 x 5yrs) let's say this is bonds/cash bucket 2 is $360K (60% stock is $216K + 40% bonds $144K) so if total bonds is $504K ($360K B1 + $144 B2) then multiple that to 23% that will be $2.1 million
Nope
Recently, I've been pondering retirement. I've also invested $800K on S&P 500 so i could secure my financial future. i need an approach to invest in Stocks like Nvidia stocks and ofcourse AI stocks that will align with my risk tolerance and financial goals but it seem to be bearish right now.
While the market is promising, expert guidance is essential for effective portfolio management.
Very true. Despite having no prior investing knowledge, I started investing before the pandemic and pulled in a profit of approximately 950k that same year. In reality, all I was doing was getting professional assistance.
how can I participate in this? I sincerely aspire to establish a secure financial future and I am eager to participate. who is the driving force behind your success?
I'd say a due diligence on "Dianne Sarah Olson" truly exceptional..
thanks for this, I just found your coach as I looked her up and she is very proficient for the job and I shot her an email
Joe, thx for the shout out! FYI, I made a similar video to this last week that I haven't published yet that you're mentioned in :)
You’re the man
In different video you said you were taking it at 69
Joe, can we get an update on the effectiveness of this change