I've sat with 100 retirees, and the biggest regret almost never has anything to do with a bad investment.
It's something I call the momentum trap. At 62, every single signal tells you to keep going, and almost nobody sees it coming until it's too late to get those years back.
This video is what I tell every client who walks in at 62, the trap, the blind spots, and how to actually manage what comes next.
We're going to cover:
– the momentum trap that convinces smart, disciplined people to keep working long after they don't need to
– why delaying Social Security to 70 could quietly force a 7.5 percent withdrawal rate the moment you retire
– the life insurance policy from your 30s you're probably still paying for and don't need anymore
– what a long term care event does to your spouse after you're gone, even with a healthy portfolio
– the tax planning window that opens the year you retire and closes faster than you think
– why the clients I think about most aren't the ones who ran out of Money
Learn the tips & strategies to get the most out of life with your money.
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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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