Dan is the founder of Bridgeriver Advisors. As a Best-Selling Author® and Tedx speaker, Dan is able to speak nationwide with his no nonsense brand of financial management. And as a pure fiduciary, he puts his clients’ interests first, helping them reach the retirement of their dreams.
He simplifies the financial landscape so clients understand exactly where their money is and how it’s effectively working for them with the lowest fees possible. It’s not what you make – it’s what you keep!
In the latest installment of Rate my Retirement, Dan Casey is joined by a retired veteran of the United States Air Force, Michael Dejarnette, who has a wide-variety of variables to consider within his retirement portfolio.
In addition to his military experience, Michael brings a sufficient understanding of financial planning and asset allocation. Listen as Dan and Michael review his retirement portfolio and dive deep into the best strategies to maximize the portfolio’s value as a whole.
So sit back, relax, and enjoy another provoking conversation, surrounding a uniquely developed retirement portfolio, that is bound to leave you considering your own retirement strategy!
0:05 – Welcome to the show and an overview on Michael Dejarnette
2:30 – Highlighting Michael’s income
3:11 – Overview on the various assets Michael has at his disposal
7:10 – Michael’s required Rate of Return
9:29 – If Michael were to pass away at 70 years old, this is what his Rate of Return would need to be
11:00 – The projected Required Minimum Distribution on Michael’s portfolio
20:00 – What Michael’s Social Security taxation looks like before and after his Required Minimum Distribution
22:00 – Dan’s issues/concerns with Michael’s portfolio as it stands
33:00 – Actions Dan recommends to maximize Michael’s retirement strategy
37:15 – Closing remarks and how to get in touch with Dan at Bridgeriver Advisors, LLC
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