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Have you ever met someone who’s truly thriving in retirement—not just financially, but in how they’re living life? In this video, I’m sharing how to move beyond the numbers and start building a retirement that actually reflects the dreams and adventures you’ve always wanted. Too often, we separate our finances from our vision for life. But your 401(k), your savings, your resources—they should all serve a bigger purpose. I’ll walk you through a real example of how we helped a couple, Brad and Vicki, connect their financial plan to the things that mattered most to them: travel, family, giving back, and more. If you’re a professional nearing retirement and want more than just a spreadsheet of numbers—if you want a retirement that feels full—you’re in the right place. Let’s turn your financial plan into a vision board in action. ======================= 🔗 Connect with us → https://learn.rootfinancialpartners.c... and on Root Financial's Youtube Channel → / @root_financial Get access to the retirement software I use and more → https://retirement-planning-academy.m... Join our NEW community for FREE →https://ari-taublieb.mykajabi.com/the... _ _ ⏱Timestamps:⏱ 0:00 - The inspiration behind this video 3:01 - Brad and Vicki's vision board in action 6:27 - Putting numbers to their plan 8:48 - Connecting the dots 10:55 - Another book excerpt 10:05 - Start with "dreams that roar"