How To Invest Once You Retire

Free retirement training for people within 10 years of retirement and $1M+ saved. Watch “The Sequoia System Training” here: https://learn.rootfinancial.com/9fc86c=======================Your portfolio only had one job while you were working. The day you retire, it gets a second one, and almost nobody splits the money the right way between the two.I watched a client with three million dollars, all sitting in three stocks, get forced back to work after 2022. Those stocks have since fully recovered. It didn't matter.This is the exact framework I give every client before they retire, and the real math behind why "the market averages 12% a year" can still wreck a retirement.We're going to cover:the S&P 500's actual worst 12 month stretch over the last 50 years, and why that number should worry you more than the 12.1% averagehow a 7% withdrawal quietly turns into a 14% withdrawal without you changing a single thingwhy I told a client about to retire with three million dollars in three stocks to sell his winners, and why he couldn't bring himself to do itthe way to slice your "safe money" into year one, year two, and year three buckets so each one is protected differentlyhow to decide which part of your portfolio to actually spend from in a year like 2026, when tech is up 14% and small value stocks are up 22%--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!