Answer These 3 Questions Before You Retire

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Most retirement plans are built around numbers — returns, withdrawal rates, asset allocations.

But research shows that retirement quality of life is predicted by something far simpler.

In this video, I break down three critical retirement questions that research shows can reliably predict how satisfied, confident, and fulfilled someone feels later in life regardless of portfolio size.

These aren’t math questions.
They’re not about beating the market.
And they’re rarely asked by advisors.

Yet they expose the biggest hidden risks in most retirement plans:
• Anxiety that doesn’t show up in projections
• Spending fear even with “enough” money
• Regret from retiring on paper but not in real life

If you’re approaching retirement, or already retired, this conversation may change how you evaluate your plan entirely.

This video is especially relevant if:
• You’re within 5–10 years of retirement
• You’ve saved well but still feel uncertain
• Your plan looks good… but doesn’t feel good
• You want clarity, not complexity

👉 If you want a retirement plan built around real life, not just math, subscribe for weekly insights designed to help you retire with confidence.