Here's How to Avoid a Retirement Filled with Anxiety or Regret скачать в хорошем качестве

Here's How to Avoid a Retirement Filled with Anxiety or Regret

Retirement planning can be tricky, with the fear of running out of money and the regret of underspending often at odds. The key is finding balance—spending wisely while enjoying life. Tools like projections, guardrails, and trade-off scenarios help bring clarity. The “rule of 72” shows how compound interest can grow savings significantly over time, helping build lasting wealth. On the flip side, too much frugality can lead to regrets, like missing out on travel or neglecting health. Intentional spending, aligned with your values and goals, is crucial for a fulfilling retirement. Ultimately, great planning isn’t just about security—it’s about living the life you want. Strategies like Roth conversions or spending adjustments help address concerns while embracing the future. ======================= 🔗 Connect with us → https://learn.rootfinancialpartners.c... Join our free community → https://root-collective-58ba64.circle... Facebook:   / rootfinancialpartners   Instagram: https://www.instagram.com/rootfinanci... LinkedIn:   / root-financial-partners   ⏱Timestamps:⏱ 0:00 - Fear of outliving money 3:16 - Threat of frugality and regret 6:23 - Define what could go wrong 9:23 - What ifs and contingencies 11:45 - Only retire once 15:18 - Minimize regret 19:31 - Having tradeoffs is a luxury 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. We do not provide tax preparation or legal services. Always consult with your CPA or attorney regarding your specific situation. Viewing this video does not create an advisory relationship with Root Financial. We only provide advisory services to clients under a written agreement. Investment strategies discussed may not be suitable for everyone. All investments involve risk, and past performance is not indicative of future results. Any opinions expressed are as of the date of recording and are subject to change. Comments left on this video reflect the views and opinions of the individual commenters and do not necessarily represent the views of Root Financial Partners, LLC. Comments should not be considered a testimonial or endorsement of our services and have not been solicited or compensated. Root does not verify the accuracy of comments and is not responsible for their content.