Retirement Planning Lessons I Learned from a ‘Heart Attack' скачать в хорошем качестве

Retirement Planning Lessons I Learned from a ‘Heart Attack'

Have you ever received information that sounded alarming, only to realize later it was a false alarm? That happened to me when a doctor once told me, “Devon, you’ve had a heart attack”—even though I hadn’t. That moment shook me and taught me a lesson I apply every day in retirement planning. In this video, I share how my EKG scare revealed a critical truth: machines and software can only give data, not insight. Just like in medicine, relying on planning software alone without expertise can lead to costly mistakes in your retirement. I break down the key parallels between my health scare and retirement planning, including: • Why raw data (EKGs or financial software) can be misleading without interpretation. • How some financial advisors rely too heavily on software outputs, creating “planning light.” • The critical questions to ask your advisor to ensure they understand your full financial picture: o How does your plan drive my asset allocation? o Which accounts should I draw from first? o Why this Social Security filing strategy? o What assumptions drive the probability of success in my plan? o How should I approach Roth conversions and know when I’ve converted enough? If your retirement plan doesn’t answer these questions clearly, it may be time to dig deeper. Expertise matters—your retirement deserves it. 💡 Free Resources & Videos: I link to related videos that dive deeper into Roth conversions, Social Security strategies, and retirement planning assumptions. 👍 Like this video if it helps you see why understanding the “why” behind financial advice matters, and subscribe for more strategies to protect and grow your retirement confidently. ⭐⚠️⭐Please read this⭐⚠️⭐ ⚠️I am not an attorney, SSDI advocate, or affiliated with the Social Security Administration or any other entity of the US Federal Government. I am a practicing financial planner, but I’m not YOUR financial planner and since I don’t really know you, I can’t give you advice. So please don’t take this video as specific advice for your specific situation. Consult your own tax, legal and financial advisors. 🙇🙇🙇🙇🙇