Retire with Julia, CFP®
69K subscribers
We Build Retirement Plans For Hard-Working, Successful Families With over a decade of experience, we help our clients enjoy retirement without worrying about money. Our clients work with us because they want to know: 1) What age can they comfortably retire 2) Exactly how much they can spend each year without running out of money 3) Social Security/Pension timing 4) How to optimize their investment portfolio for the long-term 5) How to withdraw their income in the most tax-efficient manner Advisory services are offered through URS Advisory LLC dba URS Advisory, a Registered Investment Advisor in the State of Florida (CRD# 289892). Insurance products and services are offered through JEL Enterprises, Inc. dba URS Insurance, an affiliated company. URS Advisory LLC dba URS Advisory and JEL Enterprises, Inc. dba URS Insurance are not affiliated with or endorsed by the Social Security Administration or any government agency, and they do not render tax, legal, or accounting advice.
If You're 55, This Is the Exact Retirement Plan I'd Use to Retire by 60
Retire with Julia, CFP® · 77K views · 2 weeks ago
Still Working at 60 With Under $3M? No One Will Tell You This
Retire with Julia, CFP® · 24K views · 4 months ago
If You're 60 With $3M and Still Not Retired, Watch This Before It's Too Late
Retire with Julia, CFP® · 57K views · 3 weeks ago
Why Everything in Retirement Changes If You Have a Pension
Retire with Julia, CFP® · 694K views · 1 year ago
CFP® Explains: My FAVORITE Fixed Annuity
Retire with Julia, CFP® · 37K views · 2 years ago
3 Ridiculously Good Reasons To Retire As Soon As Possible
Retire with Julia, CFP® · 23K views · 2 years ago
I Spoke To 100s of Retirees: Here's What Most Advisors Get Wrong
Retire with Julia, CFP® · 120K views · 1 year ago
I Tried 100+ Retirement Income Strategies, These 4 Work Best
Retire with Julia, CFP® · 34K views · 3 months ago
How Does Retirement Change Once You Save $300k/$650k/$2M?
Retire with Julia, CFP® · 43K views · 2 years ago
What A $5M Retirement Portfolio Looks Like In 2026
Retire with Julia, CFP® · 47K views · 3 months ago
This ONE Trick Can Save Retirees Thousands in Taxes
Retire with Julia, CFP® · 196K views · 1 year ago
The Retirement Risk Zone: Why the 5 Years Before You Retire Matter More Than the 30 After
Retire with Julia, CFP® · 14K views · 5 months ago
Retired With $3M and Still Ran Out of Money. Here's Why
Retire with Julia, CFP® · 60K views · 13 days ago
What Life With A $3.5M Retirement Portfolio Looks Like
Retire with Julia, CFP® · 269K views · 1 year ago
How to Invest Once You Retire | Julia Lembcke, CFP® | URS Advisory
Retire with Julia, CFP® · 215K views · 2 years ago
CFP® Answers: Are Annuities Good or Bad? Learn the pros and cons...
Retire with Julia, CFP® · 44K views · 2 years ago
My Honest Advice To Anyone Working Past 60 (RETIRE NOW)
Retire with Julia, CFP® · 53K views · 2 months ago
5 Things That Disappear For Rich Retirees Once You Retire
Retire with Julia, CFP® · 16K views · 4 months ago
CFP® Defines: The Ideal Spending Plan
Retire with Julia, CFP® · 2.7K views · 2 years ago
The Most Accurate Pension Strategy You’ve Never Been Taught
Retire with Julia, CFP® · 80K views · 5 months ago