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 Here are some really interesting highlights from the video:

  • Income generated is up 5.6% year-over-year even though no funds have been added to the account. This is an increase of approximately $100/month of additional income from doing nothing.
  • John and Jane withdrew $20,400 of income from their account ($1,700/month) but had a total of $22,716.10 of income generated for a monthly average of $1,893.01/month of money they could withdraw without touching their principal balance.
  • Even though John and Jane withdrew $20,400 from their Taxable Portfolio in 2023 they still ended the year with an account balance that is $27,000 higher than where it ended in December 2022.

    • I started making these videos because I am tired of all the content creators pushing ideas about investing that are too good to be true and charging for the privilege of that information. If you know anyone that is interested in investing, retired, or closing in on retirement you should encourage them to check these videos out because the more proactive you can be about your finances for retirement the better your quality of life can be!Video Length: 00:25:29More By This Author:The Retirees Dividend Portfolio – FY-2023 Combined Portfolio Review
    The Retirees Dividend Portfolio – John’s November 2023 Retirement Account Review
    Market Volatility: Reviewing Events That Are Driving Uncertainty

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