8 Secrets Learned Retiring Thousands

from It's All Money · host 707 Media

(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 talking 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. Full video available on our YouTube Channel: https://youtu.be/JGcRKFBzpbg Learn more about Sonoma Wealth here: https://sonomawealthadvisors.com/ Book your Wealth Analysis right here: https://sonomawealthadvisors.com/book-your-wealth-analysis CHAPTERS 0:00 Cold Open: A Post-It Note Retirement Plan 0:42 Welcome To It's All Money: Meet Daren Blonski, CFP® 2:17 Lesson One: Don't Retire Away, Retire To Something 6:19 Lesson Two: The Go-Go, Slow-Go, And No-Go Years 11:40 Lesson Three: People Are Living Longer 18:26 Lesson Four: Social Security Isn't Designed For Retirement 22:09 Lesson Five: Everyone Gets Along Until You Die 24:46 Lesson Six: Buy Memories, Not Things 27:31 Lesson Seven: Checks And Balances 30:37 Lesson Eight: Something Physical 35:06 Closing Thanks 35:41 Outro References: https://www.statista.com/statistics/1040079/life-expectancy-united-states-all-time/ https://ourworldindata.org/life-expectancy-globally

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8 Secrets Learned Retiring Thousands

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