Brandon Clark, CFP® CPWA®
26K subscribers
Hi! 👋 I'm Brandon Clark, and my goal is to help YOU maximize your retirement. These videos are designed to provide you with clarity and confidence around complex retirement planning concepts. I'm a CERTIFIED FINANCIAL PLANNER™ and a Certified Private Wealth Advisor®. Every week, I post videos discussing tax planning, income strategies for retirement, estate topics, and investment management strategies. More importantly, my goal is to help clients retire comfortably and live with intention throughout retirement. _______ Brandon Clark, CFP®, CPWA®, is the Director of Financial Planning at The Clark Group Asset Management, a fee-only registered investment advisory firm in Southern California, but with clients all across the nation. The Clark Group Asset Management is a registered investment adviser. The information discussed in these videos should NOT be taken as tax, legal, or investment advice. Please consult the appropriate professionals for each topic.
The Truth About Retiring With $2M+ and a Full Pension
Brandon Clark, CFP® CPWA® · 74K views · 1 month ago
Your Last Year Before Retirement? Do These 4 Moves Quietly
Brandon Clark, CFP® CPWA® · 43K views · 8 days ago
Before You Retire, Make These 9 Moves and Tell No One
Brandon Clark, CFP® CPWA® · 194K views · 5 months ago
This Is What a $10M Retirement Actually Looks Like (Case Study)
Brandon Clark, CFP® CPWA® · 149K views · 4 months ago
I’m 55 With Over $5M Saved. Why Can’t I Retire? (Case Study)
Brandon Clark, CFP® CPWA® · 34K views · 7 months ago
In 8 Minutes I’ll Explain Why Everyone Is Claiming Social Security Early
Brandon Clark, CFP® CPWA® · 2.9K views · 9 months ago
Why Retirees With $1M Are Quietly Ending Up With $5M+
Brandon Clark, CFP® CPWA® · 31K views · 5 months ago
The Biggest Lie Retirees Still Believe (That Has Been Proven False)
Brandon Clark, CFP® CPWA® · 5.6K views · 3 months ago
Why EVERYTHING Changes for Retirees With $5 Million Saved
Brandon Clark, CFP® CPWA® · 36K views · 2 weeks ago
I'm A Retirement Advisor: Here's What I Tell Every $2M+ Client At 55
Brandon Clark, CFP® CPWA® · 64K views · 2 months ago
4% Rule is Dead: Here’s What Retirement Experts Use Instead
Brandon Clark, CFP® CPWA® · 1.5K views · 1 year ago
You'll Never Need More Than $5M To Retire — Here's Why
Brandon Clark, CFP® CPWA® · 51K views · 2 months ago
I'm 60 With $4M Pre-Tax (IRA/401K). How Do I Minimize Taxes?
Brandon Clark, CFP® CPWA® · 65K views · 5 months ago
The 5 Levels of Retirement Wealth — Where Are You?
Brandon Clark, CFP® CPWA® · 29K views · 6 months ago
If I Had $5M at 55, Here's EXACTLY How I'd Retire
Brandon Clark, CFP® CPWA® · 40K views · 3 months ago
I’m 62 With $3M. Here’s What I Can Actually Spend in Retirement
Brandon Clark, CFP® CPWA® · 8.9K views · 1 year ago
When is the Right Time to Retire?
Brandon Clark, CFP® CPWA® · 1.7K views · 1 year ago
I am 60 With $2.3M. Can I Retire Now AND Spend $14K a Month?
Brandon Clark, CFP® CPWA® · 8.2K views · 10 months ago
Retiring With a Pension? Here’s Why Everything Changes
Brandon Clark, CFP® CPWA® · 74K views · 1 year ago
Once Your Retirement Portfolio Hits This Number, Saving More Barely Matters
Brandon Clark, CFP® CPWA® · 22K views · 1 month ago