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8 Secrets Learned Retiring Thousands
Season 2 Episode 25
(00:00:00) 8 Secrets Learned Retiring Thousands
(00:02:16) Don’t retire away, retire to something
(00:06:19) The go-go years, the slo-Go years, and the no-go years
(00:11:40) People are living longer
(00:18:26) Social Security isn’t designed for retirement
(00:22:09) Everyone gets along until you die
(00:24:46) Buy memories, not things
(00:27:31) Checks and balances
(00:30:37) SOMEthing physical
Roth! Not Roth! Bonds! Social Security timing!
Financial advisors yapping about retirement all seem to hit the same 4 topics, don’t they? What about the rest of the story?
For advisors with eyes, there are details and secrets that fall between the cracks, that can have a huge impact on how you experience your retirement, outside of your portfolio. On this episode of It’s All Money, CFP® and Sonoma Wealth CEO Daren Blonski shares 8 secrets he’s learned retiring thousands of people in Northern California:
2:17 Don’t retire away, retire to something
6:19 The go-go years, the slo-Go years, and the no-go years
11:40 People are living longer
18:26 Social Security isn’t designed for retirement
22:09 Everyone gets along until you die
24:46 Buy memories, not things
27:31 Checks and balances
30:37 SOMEthing physical
We hope you enjoy these insights from our experience. If you’d like to learn how we help thousands of people retire and stay retired, take our Free Wealth Analysis right here: https://sonomawealthadvisors.com/
Video also available on our YouTube Channel: https://youtu.be/JGcRKFBzpbg
Sources:
https://www.statista.com/statistics/1040079/life-expectancy-united-states-all-time/
https://ourworldindata.org/life-expectancy-globally
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Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax, d/b/a Fermata Insurance.
The opinions expressed by Fermata Advisors, LLC on this show are their own. Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice but are limited to the dissemination of general information. A professional advisor should be consulted before implementing any of the options presented.
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Published on 1 month, 3 weeks ago