In this Q3 2023 webinar, Castlepoint Partner & Advisor Jake Weatherford, CFP®, and Partner & CIO Adam Lee, CFA®, discuss how much money is needed for retirement and provide two fictional scenarios to help illustrate their thoughts on goal-setting, allocation, investment amounts, and much more!

IMPORTANT: 

Sources at the bottom of some slides were not able to be shown as described in the “sources” portion of the video. 

Please see that information here: 

https://docs.google.com/presentation/d/e/2PACX-1vRnURcPzjwgKhWRIf7Yuic7YQZ2u1NGoLzVL-w93LxHL5m4rTYkwChKsF4R_a4S2A/pub?start=false&loop=true&delayms=3000&slide=id.p1

The content of this video is developed from sources believed to provide accurate information. The information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. All expressions of opinion are subject to change. This content is distributed for informational purposes only, and is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular security, products or services. Past performance is not a guarantee of future results. Index performance does not reflect the expenses associated with the management of an actual portfolio.