It's Just Math


Financial Advisors, TV Personalities, Gurus, Friends, Family, and everyone else under the sun most likely has given you their opinion on what a good investment is for you, when you should take social security, and other financial advice. But the fact is, that is what they are, options. But its not an opinion of when you can retire or whether or not you have enough money to retire, these are facts driven by simple math equations. At the end of the day, its all about ALIE - Assets, Liabilities. Income and Expenses. These are the only 4 variables that will dictate how and when you can retire. 

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Investment assets are tangible or intangible items obtained for producing additional income or held for speculation in anticipation of a future increase in value. Examples of investment assets include mutual funds, stocks, bonds, real estate, and retirement savings accounts such as 401(k)s and IRAs.


A liability is an obligation between one party and another not yet completed or paid for. In the world of accounting, a financial liability is also an obligation but is more defined by previous business transactions, events, sales, exchange of assets or services, or anything that would provide economic benefit at a later date. 


Retirement income can include social security benefits as well as any benefits from annuities, retirement or profit sharing plans, insurance contracts, IRAs, etc. Retirement income may be fully or partially taxable.


According to the latest Bureau of Labor Statistics data, which is based on 2016 figures, “older households” — defined as those run by someone 65 and older — spend an average of $45,756 a year, or roughly $3,800 a month. That's about $1,000 less than the monthly average spent by all U.S. households combined.

Creating Your Financial Statements

Its not an opinion of how much money you can spend each month, its a fact. Its not an opinion of how much money you have saved in your banks and investments. Its a fact. As such, it's not an opinion of when you can retire or how much money you can spend each month in retirement, it's also a fact. It's all driven by your financial statements. In this class that is what we are going to teach you how do. 
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