You can hit your number, be fully financially ready, hand in your notice, and still end up miserable. Or worse, running out of Money.
In 15 years as a Retirement advisor, I've watched it happen again and again, and it almost always comes down to one of five warning signs. Most of them have nothing to do with how much you've saved.
If even one of these is you, it's not a no. It's a not yet, and I'll show you exactly how to fix it.
We're going to cover:
– the story of a client we'll call Bob, who retired early to move across the country with his new wife, and kept calling us saying he needed more money
– why two people can retire on the same day with the same average return and end up with completely opposite outcomes
– the real reason Depression and Divorce rates are so high among retirees, and it's not about money at all
– the conversation most married couples never actually have before one of them retires
– what happens after the retirement honeymoon phase wears off, and why so many people feel lost when it does
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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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