Missing These 7 Numbers? Your Retirement Plan Has a Fatal Flaw

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Every month I spend about 10 minutes reviewing 7 simple numbers that tell me whether my retirement portfolio is getting stronger… or heading in the wrong direction.

Most investors focus on account balances and daily market swings. I focus on the numbers that actually matter for retirement income.

In this video I’ll show you the exact seven metrics I review every month, including:

• Annual Retirement Income
• Portfolio Yield
• Income Efficiency
• Income Concentration Risk
• Portfolio Health Score
• Largest Income Producer
• Income Growth

I’ll also give you a full walkthrough of the new Simply Money Portfolio Manager, the spreadsheet I built to automatically track dividends, DRIP, portfolio allocations, income growth, retirement paycheck percentages, and much more.

If your goal is building reliable retirement income instead of simply chasing portfolio value, these are the numbers you should be watching.

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00:00 The 7 Numbers I Review Every Month
00:37 Stop Watching Portfolio Value
01:36 Number 1: Annual Retirement Income
03:22 Number 2: Portfolio Yield
03:54 Number 3: Income Efficiency
05:04 Number 4: Income Concentration
05:56 Number 5: Portfolio Health Score
08:30 Number 6: Largest Income Producer
09:29 Portfolio Manager Walkthrough
13:35 Recording Dividend Transactions
15:51 Portfolio Dashboard Explained
18:01 Income Report Features
19:34 Automatic Monthly Tracking
21:02 Number 7: Income Growth
22:55 Final Thoughts
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Welcome to Simply Money — your source for ETF investing, dividend income, passive income, retirement planning, and financial freedom.

I break down real-world investing strategies using data, portfolio analysis, backtesting, and income projections to help you make smarter financial decisions.

On this channel you’ll learn:

• ETF Investing Strategies
• Dividend Income & Passive Income
• Covered Call ETFs & High-Yield Investing
• Monthly Income Portfolios
• Retirement Income Planning
• Growth vs Income Investing
• Dividend Growth & Yield on Cost
• Portfolio Analysis & ETF Comparisons
• DRIP Strategies & Income Reinvestment
• Financial Independence & Wealth Building

Featured investments include SCHD, SCHG, JEPI, JEPQ, SPYI, QQQI, CHPY, IWMI, GPIQ, GPIX, and other dividend and income-focused ETFs.

Simply Money Investing Tools

• Simply Money DRIP Score
• Simply Money Portfolio Planner
• Simply Money Retirement Stress Test
• Income Forecast & Income Tracker
• Dividend & Portfolio Analysis Tools

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from Simply Money https://www.youtube.com/watch?v=jZ9AUhOmCjc

from Simply Money https://ift.tt/6V59fBU