You Have 3 Years to Get Retirement Right — Or Regret It скачать в хорошем качестве

You Have 3 Years to Get Retirement Right — Or Regret It

🚨$250k+ household income and $500k+ assets...? You're ready for a personalized plan! Book your FREE retirement readiness call 👉 https://www.concurrentfp.com/ Want confidence that your retirement plan ACTUALLY works. Get it inside my Financial Harmony™ membership! (Just $115/month) 👉 https://www.concurrentfp.com/financia... Take the Gen X Retirement Readiness Quiz...📊 https://concurrentfp.typeform.com/gen... - You Have 3 Years to Get Retirement Right — Or Regret It Most people prep their money for retirement - but not their life. In this episode, Dr. Preston Cherry (Financial Planning Ph.D., CFP®, Top 10 Investopedia Advisor, Founder of Concurrent Wealth Management) shares what no one tells you until it’s too late: the emotional side of retirement. You’ll learn how to avoid the post-retirement “freefall” and design purpose, people, and a daily rhythm you actually love—before you clock out for good. This isn’t about a perfect number. It’s about aligning your life and your money - so you live your wealth, your way. - What You’ll Learn in This Video ✅ Why confidence drops even for well-prepared Gen Xers ✅ The Life Readiness Framework: Identity, Relationships, Time Design ✅ How to retire to something (not just from something) ✅ The first-year “vacation phase” trap - and what your Mondays look like after ✅ Simple conversations and experiments to build purpose now ✅ How to avoid isolation and decision fatigue with a life calendar and cadence - Who Is This Video For? 📌 Gen X (45 - 60) planning retirement within 5 - 10 years 📌 Couples navigating different retirement timelines 📌 High achievers worried about purpose, not just portfolio size 📌 DIY planners who want a clear, values-first life plan - 🚨 Gen X, older millennials & pre/early retirees, with $250k+ household income and $500k+ assets... Are you ready for a personalized plan? Book your FREE retirement readiness call 👉 https://www.concurrentfp.com/ Want confidence that your retirement plan ACTUALLY works - without paying $6K+ a year? Get it inside my Financial Harmony™ membership for just $115/month 👉 https://www.concurrentfp.com/financia... Take the Gen X Retirement Readiness Quiz...📊 https://concurrentfp.typeform.com/gen... Subscribe for weekly, data-driven money strategies 👇 YouTube: @DrPrestonCherry Keywords linking to this topic: retirement emotional readiness, retirement identity shift, life after work, retirement lifestyle design, Gen X retirement planning, retire with purpose, retirement relationships, time design in retirement, purpose in retirement, financial psychology, retirement routine, avoiding retirement regret, life calendar, retirement transition, values-based planning #RetirementPlanning #GenX #RetirementLifestyle #LifeAfterWork #RetireWithPurpose #FinancialPsychology #LifeMoneyBalance #PurposeAndPaycheck #RetirementRoutine #DesignYourLife