19 Unsexy Habits That Lead to a Great 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 cost people hundreds of thousands of dollars.The retirees who actually get it right aren't the smartest investors or the biggest savers. They just do the same boring things, over and over, starting years before anyone tells them to.This video is 19 of those habits, in the order that actually matters.We're going to cover:- the "tax torpedo" that turns a 12% withdrawal into a 22% one, and why almost nobody checks for it before pulling from their IRA- why I tell clients to start living on their retirement number a full year before they retire, and what usually happens when they try- the marathon analogy that explains why the biggest Roth conversion mistake isn't doing one, it's doing it all at once- the letter I tell every client to write for their spouse, and why not writing it is one of the cruelest things you can leave behind- the trip booking trick that costs you nothing and forces your family to actually follow through- the conversation with your adult children, or your parents, that most people avoid until it's too late--Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation.The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsementsParticipation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.Create Your Custom Strategy ⬇️Get Started Here.Join the new Root Collective HERE!