You’ve Saved $2M+ for Retirement— But Could One Bad Year Ruin It?

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I'm a Retirement Advisor. Here Are 3 Regrets That Haunt Early Retirees -    • I'm a Retirement Advisor. Here Are 3 Regre...  

⚠️ "DISCLAIMER:⚠️

All content is not to be received as financial advice and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc. before making any financial decisions.

Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not be relied upon for personal decision making. Each plan is developed using specific client conversations, assumptions, and planning inputs that are not fully detailed in these videos. Please consult your own financial, tax, and legal advisors before making any financial decisions.

All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only.

This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you.
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The comments on this video are the personal opinions of those who share them and don’t necessarily reflect the views of One Degree Advisors. They shouldn’t be taken as endorsements or testimonials. We don’t verify the accuracy of comments and aren’t responsible for their content.

My firm: https://onedegreeadvisors.com/

00:00 - A common retirement concern
00:30 - Meet a couple planning their next step
01:10 - A risk many retirees overlook
02:00 - Lessons from past retirements
03:06 - Hidden dangers in investment choices
03:42 - The value of diversification
04:22 - Why people hesitate to make changes
05:00 - Strategies to strengthen your plan
06:00 - Key principles for portfolio design
07:47 - Preparing for uncertain markets
08:00 - Smarter ways to take withdrawals
09:27 - How small decisions make a big impact
09:40 - A move that might backfire if mistimed