7 Key Areas to Focus on for a Fulfilling Retirement

Описание: When you talk about retirement timing and how to remain retired, people often overlook at least one of seven key areas. The majority of them have nothing to do with money but they’re just as important as your savings account.

We sent out this article in a newsletter to clients recently and got a good response, so today we want to elaborate on these seven factors that will help you lead a fulfilling retirement.

Here’s what we cover in this episode:
0:00 – Intro
1:30 – The dollars and cents
3:12 – Staying active
5:30 – The psychological side
7:48 – Social networking
14:10 – Personal experience
17:06 – Family decisions

The Key to Tax-Aware Planning: https://www.truewealthdesign.com/the-...

Check out The Gap And The Gain: https://amzn.to/4eV7OgC

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This video has been prepared for educational and marketing purposes only. The information in this video is general in nature, does not constitute personalized investment advice, and does not provide a complete analysis of the subjects discussed.

All investments involve risk, and different types of investments involve varying degrees of risk. There can be no assurance that any specific investment strategy will be profitable or suitable to you. Additionally, although information presented in this video is believed to be factual and up-to-date, we do not guarantee its accuracy.

You should consult an attorney or tax professional regarding your specific legal or tax situation and should consult a professional adviser before implementing any of the strategies mentioned in this video.

Investment Advisory Services are offered through Elevated Capital Advisors, LLC, an SEC Registered Investment Adviser affiliated with Elevated Retirement Group, LLC. Registration as an investment adviser does not constitute an endorsement of Elevated Capital Advisors, LLC by securities regulators, nor does it indicate that the firm has attained a particular level of skill or ability.

Insurance advice and products may be offered by a third-party insurance producer, which may be affiliated with Elevated Retirement Group, LLC and Elevated Capital Advisors, LLC.

The host and Third Wheel Media, LLC receive compensation for their assistance in preparing and hosting this video.