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Ready For Retirement is the podcast dedicated to helping you learn the tips and strategies that will help you achieve your retirement goals. When it comes to retirement planning, it can quickly become overwhelming and easy to not take action. I designed this podcast because I want you to have the knowledge and confidence to create your secure retirement. My ultimate goal for all of my clients (and listeners) is to create peace of mind and that starts with having a strategy. I want you to spend more time thinking about what matters most to you in retirement. I post weekly episodes to keep you up-to-date on all the best tips and strategies to create a retirement that excites you. Everything from investing tips, tax planning, withdrawal strategies, insurance planning, Social Security, and that's just the start! Let's help you maximize your return on life. We use your money and the strategies I share in this podcast to do just that!
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Free retirement training for people within 10 years of retirement and $1M+ saved. Watch “The Sequoia System Training” here: https://learn.rootfinancial.com/4f7f57 ======================= A couple came to me. Both 60. $2.5 million saved. Everything on paper said they were ready to stop working. They kept going anyway. One of them was doing it out of guilt. The other was doing it for a health insurance card. Neither reason had anything to do with the actual math, and once we ran it, the answ...
Free retirement training for people within 10 years of retirement and $1M+ saved. Watch “The Sequoia System Training” here: https://learn.rootfinancial.com/a8aca2 ======================= The problem is, most retirement advice out there isn't built for people retiring early. Most people don't even realize how different it is. These are the 9 things you need to know before you retire early, broken into what's different, what gets riskier, and what actually works in your favor. W...
1If you've got $2 million or more saved, you probably think you already know how retirement goes. No more stress, finally enjoying life, doing whatever you want. That's not how it goes. Not because of the money. Because of what happens to your judgment, your spending, and your mental health once the paycheck actually stops, and almost nobody warns you about it in time. This is everything I tell my clients before they retire, including the story of a widow that still sits with me years later....
Free retirement training for people within 10 years of retirement and $1M+ saved. Watch “The Sequoia System Training” here: https://learn.rootfinancial.com/c8e6cf ======================= If you have a million dollars saved and five years until retirement, this is the last stretch where you can actually change how it turns out. I've sat across from people in your exact position who assumed they were set, then had to cut back once they actually retired. This is the exact process I'd run if t...
Two people, same age, same savings, same expenses. One files for Social Security at 62. The other waits until 70. Everyone knows the one who waits gets a bigger check. Almost nobody looks at what's happening to the other person's money while they wait. Here are 10 reasons the person who files at 62 might actually come out ahead, plus one thing that makes this decision far less permanent than you've been told. We're going to cover: - why the break-even calculator everyone gets handed (the ...
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