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What Financial Planners Won't Tell You! Don't Retire without Watching This. 

Retirement Transformed
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27 окт 2024

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Комментарии : 56   
@connied8507
@connied8507 Год назад
Loved this one. Building a network of friends was the hardest part. I retired to an area that was the base of operations to keep in touch with work friends but work involved plenty of travel. I now have a circle that involves common interests and took a few years to build. Definitely worth the effort 😉
@RetirementTransformed
@RetirementTransformed Год назад
We are so happy you focused on this and had such success. That’s inspiring to everyone on this channel. Thank you.
@CD-ql9hz
@CD-ql9hz Год назад
You make a great point about rebuilding your community. 75% or more of your pre-retirement business relationships will be gone within a year.
@RetirementTransformed
@RetirementTransformed Год назад
Thanks for the comment… we couldn’t agree more! It takes effort to rebuild your community but it’s important!!!
@martywilliard
@martywilliard Год назад
59 1/2. Working on my health metabolic #’s. Health is wealth. Savings can’t buy health. And yes! COMMUNITY and RELATIONSHIPS are huge !
@RetirementTransformed
@RetirementTransformed Год назад
You are spot on and glad you left this comment to reinforce the issue.
@skiplovestofish6992
@skiplovestofish6992 22 дня назад
Your videos have been very helpful. I live in Connecticut and am about to retire; however after watching your videos I’ve decided to go part time. I now work 8 hours a day 32 hours a week and will cut down to 4 hours a days 4 days a week instead of stopping cold turkey. Thanks for what you do!
@RetirementTransformed
@RetirementTransformed 21 день назад
That’s great. What do you do if you don’t mind me asking! And what will you do with your new found time once you cut back hours?
@skiplovestofish6992
@skiplovestofish6992 21 день назад
I was a painting contractor for 35 years and now work for Home Depot for 20 years. I’m currently in the paint department.
@joannerandolph5533
@joannerandolph5533 Год назад
Getting close to retirement age and researching everything!!! I’m happy I found your channel! Will be very helpful
@RetirementTransformed
@RetirementTransformed Год назад
Welcome aboard!
@tamyhalfhill3799
@tamyhalfhill3799 4 месяца назад
I'm going to a Pink concert too in August & going with my 33 yr. old daughter & 30 yr. old daughter-in-law. I'm 64 yrs. old & this is a first time for this "daughters" thing & I'm so excited about it. Love Pink too!
@RetirementTransformed
@RetirementTransformed 4 месяца назад
It’s an amazing show! I loved it! I’ve seen her twice and would see her over and over again! Enjoy!!!
@jeanettesuzannebrooks1963
@jeanettesuzannebrooks1963 Год назад
Yes. EVERY day is the best day of the rest of our lives. Make it a great day!
@RetirementTransformed
@RetirementTransformed Год назад
You have such a great attitude. Thank you for sharing.
@anthonybutler3157
@anthonybutler3157 Год назад
Great video. Retired 5 years ago at 57 and moved with my wife, dog, and cat to portugal. Found a new home. The transistion has been, scary, invigorating, challenging and well worth it. Your video well highlights the key stages of retirement
@RetirementTransformed
@RetirementTransformed Год назад
Many Americans choose to retire overseas in beautiful and less costly locations. You picked a beautiful place to live.
@CheckThisOut77
@CheckThisOut77 Год назад
Why Portugal?
@anthonybutler3157
@anthonybutler3157 Год назад
@@CheckThisOut77 weather, quality healthcare, affordable cost of living, welcoming people, food, being in europe, and at that time favorable tax incentive.
@jher-e6i
@jher-e6i 7 месяцев назад
Portugal is taxing foreign like there is no tomorrow. I know the culture, very unreliable government. Great food though.
@tammychick4341
@tammychick4341 Год назад
Great video! As a new retiree, this is all very important, and often not talked about. Thank you!
@RetirementTransformed
@RetirementTransformed Год назад
Glad it was helpful!
@ljkoh20052000able
@ljkoh20052000able 6 месяцев назад
Meditation is a tool from which we focus our minds to being mindful on something or someone. While Mindfulness is a state where one becomes aware on whatever he/she wants to.
@RetirementTransformed
@RetirementTransformed 6 месяцев назад
Thank you.
@nanad1408
@nanad1408 11 месяцев назад
You two are so articulate, helpful and informative. Jody you are stunning. The compliment comes from a woman in her early fifties and honestly you look amazing.
@RetirementTransformed
@RetirementTransformed 11 месяцев назад
Thank you so much 🤗
@cheryllee8717
@cheryllee8717 10 месяцев назад
I didn't realize you were in CT too. I am watching your videos to figure out my next step. So hard to figure out retirement plans.
@RetirementTransformed
@RetirementTransformed 10 месяцев назад
It is hard to figure parts of retirement out. We are clear on our wellness, our relationships, and more. And we keep evolving and trying new things. The most important thing for us is pushing each other to exercise and watch our nutrition. It’s hard at times but it pays off.
@DoubleTFishing
@DoubleTFishing Год назад
Great advise, thanks for sharing!!
@RetirementTransformed
@RetirementTransformed Год назад
Glad it was helpful!
@Kelly-yi3py
@Kelly-yi3py Год назад
I live in CT too! I’d love to get another home in FL but so expensive especially if I want to retire next year!
@RetirementTransformed
@RetirementTransformed Год назад
I see that the prices may be coming down a bit. Or at least leveling off.
@geraldineanngregory1371
@geraldineanngregory1371 11 месяцев назад
Thank you for sharing your knowledge.
@RetirementTransformed
@RetirementTransformed 11 месяцев назад
Glad it was helpful!
@julieortiz6783
@julieortiz6783 Год назад
Love these 2! Great info!
@RetirementTransformed
@RetirementTransformed Год назад
Awesome! Thank you! We appreciate that you are here with us.
@chinchorrero
@chinchorrero Год назад
Great video!
@RetirementTransformed
@RetirementTransformed Год назад
Thank you! Keep watching a lot more content coming!
@glendavis1266
@glendavis1266 Год назад
First off, cost of FP, including expense ratios of investments. Possibly more than you think.
@RetirementTransformed
@RetirementTransformed Год назад
Yes it can be an added cost, but we find comfort in the advice and perspective we get from our planner. He also helps our kids with questions they have as they need to make decisions on their savings such as 401ks at work, or buying a house or not. With interest rates as high as they are it can be confusing what to do.
@katherinerollins8903
@katherinerollins8903 Год назад
Try a grounding mat on your bed. That brought my sleep back.
@RetirementTransformed
@RetirementTransformed Год назад
That’s an interesting idea. We use a weighted blanket that helps a lot
@cherylpeterson1
@cherylpeterson1 Год назад
Share again when one of you is gone-it’s easy when you’re together!
@RetirementTransformed
@RetirementTransformed Год назад
I assume you may be a solo retiree. We have done some specific videos on that but I imagine it can be difficult at times.
@howardedward5339
@howardedward5339 Год назад
I was expecting you to tell us about the 1% to 2% that CFP steal from your portfolio, resulting in 100's of thousands of lost dollars! YOU SHOULD BE TELLING PEOPLE TO NEVER ACCEPT AN AUM FEE! Only pay a CFP by the hour!
@CD-ql9hz
@CD-ql9hz Год назад
I completely agree. I can’t understand why people pay such fees. I see my primary care physician twice a year for exam, tests etc. But I don’t pay him 1% to 2% of my net worth as a fee!
@RetirementTransformed
@RetirementTransformed Год назад
It is personal preference on best way to get financial advice. We totally understand your perspective and people should weigh their options.
@howardedward5339
@howardedward5339 Год назад
@@RetirementTransformed You are preying on the ignorance of people, and hurting the financial future of entire families.
@zacherymoore1123
@zacherymoore1123 Год назад
Very much not the case. Financial planner can easily add 1% in value on a year to year basis. The dollar amount may seem large but when you take into the consideration of estate planning, tax planing, etc value that can be added much surpasses 1%
@howardedward5339
@howardedward5339 Год назад
@@zacherymoore1123 Really? So they should be able to pick a benchmark and beat it consistently by 1% HAHAHAHAHA
@Intheworld-q3z
@Intheworld-q3z 11 месяцев назад
You should do some videos for people who are blue collar
@RetirementTransformed
@RetirementTransformed 10 месяцев назад
We hope that many of our videos are helpful to a broad range of people. If there is something specific you want us to do, let us know.
@CheckThisOut77
@CheckThisOut77 Год назад
“There’s four ways…”. This is a common grammatical error.
@RetirementTransformed
@RetirementTransformed Год назад
Thank you!
@joyfultrails
@joyfultrails Год назад
It’s fine to refer to a generic financial planner as ‘he’ because the vast majority are men. And it’s fine to say “Debbie downer” because everybody understands what you mean when you say that. This feminist tendency to recoil at every little perceived slight is irritating.
@RetirementTransformed
@RetirementTransformed Год назад
Thanks for the comment … not a feminist reaction but rather insight that in 2015 women made up only 15% of financial planners but in 2022 current statistics show they are now 30%…. So while still a minority percentage the growth in this area is great! Just recognizing that is a win. Have a great day!
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