Ready For Retirement

Free retirement training for people within 10 years of retirement and $1M+ saved. Watch “The Sequoia System Training” here: https://learn.rootfinancial.com/ad021b

=======================
I've spent 15 years watching retirees blow up decades of saving with decisions that felt harmless in the moment. Not big mistakes. Small ones, repeated for years, that quietly...

Free retirement training for people within 10 years of retirement and $1M+ saved. Watch “The Sequoia System Training” here:  https://youtu.be/7lpp3XXiDyQ

=======================
You probably think the way you'll pull money out of retirement is a solid, sensible plan. There's a good chance you're wrong.

Most people default to one withdrawal strategy ...

Free retirement training for people within 10 years of retirement and $1M+ saved. Watch “The Sequoia System Training” here:  https://youtu.be/7lpp3XXiDyQ

=======================
Two people retire on the same day. Same savings, same investments, same effort over 30 years of working. A few years later, one of them has a lot more money than the other.

...

$1,440,000 sounds like the finish line. For a lot of people it's actually where a brand new problem starts, one nobody warns you about before you get there.
I've sat across the table from hundreds of people getting ready to retire, and the same mistake keeps showing up right after they hit their number. It has nothing to do with how much they saved.
This video is wh...

I've sat with 100 retirees, and the biggest regret almost never has anything to do with a bad investment.
 
It's something I call the momentum trap. At 62, every single signal tells you to keep going, and almost nobody sees it coming until it's too late to get those years back.
 
This video is what I tell every client who walks in at 62, the trap, the blin...