Video Length: 00:26:14
Here are some really interesting highlights from the video:
- Jane's income generated is up 14.0% in the Traditional IRA year-over-year and 9.1% in the Roth IRA even though no funds have been added to the account. This is an increase of approximately $297/month of additional income from doing nothing.
- Jane's portfolio generated $32,222.32 of cash flow that can be drawn as potential income in 2023. This means Jane could have withdrawn an average of $2,685.20/month without touching her principal balance.
I started making these videos because I am tired of all the content creators pushing ideas about investing that are too good to be true and charging for the privilege of that information. If you know anyone that is interested in investing, retired, or closing in on retirement you should encourage them to check these videos out because the more proactive you can be about your finances for retirement the better your quality of life can be!
What does your retirement portfolio look like? Are there any investments you hold in common with Jane or are there any holdings you have that you think Jane should consider in her portfolio? Leave your thoughts in the comments, I would love to start a conversation around this!
More By This Author:
Taxable Account Dividend Growth Portfolio Review - December 2023 & Full Year Review
The Retirees Dividend Portfolio - FY-2023 Combined Portfolio Review
The Retirees Dividend Portfolio - John's November 2023 Retirement Account Review
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