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Every time you add one more year to your retirement projection, the numbers get better. The math is right. But it only measures one part of your wealth.
Your health, your time and your relationships don't show up anywhere on that screen. So most people keep chasing the one number that does, and they miss the point where the ideal time to retire already came and went.
This video is how to find that point for you, and the shift you need to make once you've reached it.
We're going to cover:
- the scorecard that's quietly keeping you at work - why your next dollar is worth less than you think, and it has nothing to do with inflation - the question I'd ask Warren Buffett about his $100 billion - why the people most ready to retire are often the ones who never do - a client who always had a very responsible reason to work "one more year" - the 401(k) rule at 55 that most people have never heard of
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Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.
The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.
Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsements
Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.
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James Conole, CFP®. Innehållet i podden är skapat av James Conole, CFP® och inte av,
eller tillsammans med, Poddtoppen.