Know Your Number: The Key to a Confident Retirement
In this webinar, John McNertney, CFP®, and Mark Moberg, CFP® with Green Ocean Global Advisors, LLC will review how understanding your personal “retirement number” – the amount of money you need to retire with confidence – can simplify your planning and empower better decision-making throughout your financial journey.
John brings over 16 years of financial planning experience from his tenure at Merrill Lynch, TD Ameritrade, and independent planning firms in the Bay Area. He holds both CFP and GFP designations, and earned his BS in Psychology from the University of Iowa, with minors in Philosophy and French.
John is an intensely creative professional who is energetic in the application of modern financial planning principles in the service of his clientele. Currently, John is co-located in Lisbon, Portugal, and San Francisco, California. His family lives in Lisbon, and they enjoy exploring continental Europe, meeting new friends, and learning new languages.
Ryan brings over a decade of industry experience with both the big Wall Street firms, as well as hedge funds and private equity where he played a leading role. He studied Economics at San Francisco State University and the University of Washington. He holds designations from the American College of Financial Services, as well as the Digital Asset Council of Financial Professionals.
Ryan's guiding principle is Clients First: He is passionate about serving as financial advocate for his clients in both in the creation and protection of wealth. He currently resides in the North Bay with his partner, Nicole. When he is not working with clients, he enjoys bicycling and rock climbing, amateur carpentry & farming, and serving as a youth mentor within local organizations.
Mark Moberg, CFP® is a seasoned financial advisor with a career spanning over 25 years. Currently based in the vibrant city of Lisbon, Portugal, Mark has woven the rich tapestry of his personal and professional life together with his beloved wife and child, who stand as his greatest inspirations. A passionate photographer, Mark finds beauty in the details, a skill that translates seamlessly into his meticulous approach to financial planning.
Mark's philosophy centers on building long-term relationships with his clients, grounded in trust, integrity, and a deep understanding of their unique financial landscapes. Throughout his extensive career, he has dedicated himself to serving a diverse clientele, including individuals and businesses. His expertise covers a broad spectrum of financial services, from retirement investments and estate planning to corporate retirement plans and navigating the complexities of transitional planning following the loss of a spouse.
Some of the relevant issues that will be addressed include:
- Understanding your “Retirement Number” – A look at how calculating your number provides clarity, direction, and peace of mind as you plan for the future.
- The importance of a “Retirement Number” – Knowing your number gives context to your savings goals, investment strategy, and lifestyle expectations, helping align your finances with your retirement vision.
- Real client insights – In the past year, many clients have approached us unsure if they’re “on track.” In one recent case, a couple was shocked to learn they were closer to their number than expected – this led to a major mindset shift and renewed confidence in their plan.
- What’s included in my number? – This common question will be answered with a breakdown of costs, income sources, and key assumptions to consider when running your numbers.
- Planning across life stages – Whether you’re ten years out or two years away from retirement, understanding your number can guide smart, timely financial decisions.
We hope you can join us!
Absolutely! These sessions are for you. Bring your questions and participate during the Q&A.
Not at all. These webinars are designed for all planning to move to Portugal, not just clients of Green Ocean Global.
It’s all good. We will record the webinar and send the recording link.
Certainly. Just give them this website address and ask them to register.