From Wish List to Real Life: Beyond the Numbers - Digging In скачать в хорошем качестве

From Wish List to Real Life: Beyond the Numbers - Digging In

In this follow-up episode of Digging In, host John Savarino welcomes back Jason Thiele, Lead Planning Specialist at Rooted Wealth Advisors, to dive deeper into the conversation we started in “From Wish List to Real Life: Retirement Edition." This time, Jason digs deeper into how money is more than numbers on a page—it’s about the meaning it carries throughout different stages of life. Together, they talk about how the role of money shifts as we age, why true financial success means feeling safe and secure, and how clarity transforms a wish list into real life. Jason also shares examples of how money can give people the freedom to say yes to opportunities, pursue passions, and live with purpose. Because retirement isn’t just about reaching a number—it’s about creating a life that actually feels like freedom. 📞 Want to see the strength of a full planning team behind your retirement? Call (866) 766-8332 for a complimentary consultation. ------ Visit our website: https://www.rootedretirement.com Follow us on social media: Instagram -   / rooted_retirement   Facebook -   / rootedwealthadvisors   LinkedIN -   / rootedwealthadvisors   ------ Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.