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…
Subscribe:.rss.atom.json.md.m3u.pls
Live Last read · last published · next check
Saves to your Listen queue, to pick up on another day or another device.
Free retirement training for people within 10 years of retirement and $1M+ saved. Watch “The Sequoia System Training” here: https://learn.rootfinancial.com/0ce92d ======================= This is the question I get more than any other after 15 years of doing this: how much can you actually spend in retirement without running out of money? John and Tina are 60, sitting on two and a half million…
Free retirement training for people within 10 years of retirement and $1M+ saved. Watch “The Sequoia System Training” here: https://learn.rootfinancial.com/ad021b ======================= I've spent 15 years watching retirees blow up decades of saving with decisions that felt harmless in the moment. Not big mistakes. Small ones, repeated for years, that quietly cost people hundreds of thousands of…
Free retirement training for people within 10 years of retirement and $1M+ saved. Watch “The Sequoia System Training” here: https://youtu.be/7lpp3XXiDyQ ======================= You probably think the way you'll pull money out of retirement is a solid, sensible plan. There's a good chance you're wrong. Most people default to one withdrawal strategy without ever comparing it to the others. But this…
Free retirement training for people within 10 years of retirement and $1M+ saved. Watch “The Sequoia System Training” here: https://youtu.be/7lpp3XXiDyQ ======================= Two people retire on the same day. Same savings, same investments, same effort over 30 years of working. A few years later, one of them has a lot more money than the other. It's not because of a better stock pick or a lucky…
$1,440,000 sounds like the finish line. For a lot of people it's actually where a brand new problem starts, one nobody warns you about before you get there. I've sat across the table from hundreds of people getting ready to retire, and the same mistake keeps showing up right after they hit their number. It has nothing to do with how much they saved. This video is where that number actually comes…
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…
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…
You'd assume retiring with $10 million is a hundred times better than retiring with $100,000. It isn't. And the reason is stranger than you'd think. Because the size of your portfolio barely tells you what your life actually looks like. What changes from one level to the next isn't your lifestyle. It's the entire problem you're left trying to solve. This video runs the real numbers on all three,…
There are 10 things sitting in your life right now that are quietly draining your retirement. Most people never notice them. This isn't the usual save more, buy more advice. After 15 years of helping people retire, the happiest ones I've seen didn't get there by adding. They got there by letting go of the right things at the right time. This video is all 10, ranked, with the biggest one saved for…
Most retirement advice isn't wrong. It's incomplete. And following incomplete advice for 30 years is how people end up financially ready for retirement but completely unprepared to live it. I've seen it hundreds of times. Someone hits their number and feels nothing. So they keep working, keep deferring, keep waiting. By the time they stop, the years they actually wanted are already gone. This is…