Go offline with the Player FM app!
The #1 Way to Ruin Your Retirement (Most People Do This)
Manage episode 497188010 series 3307298
Can a children’s poem change how you think about retirement? In this episode, we unpack the hidden wisdom in Shel Silverstein’s “Smart” and how it reflects a common retirement planning mistake: trading time and well-being for wealth you may no longer need.
We explore why it’s hard to step away from accumulation mode—even after reaching financial independence—and how this mindset can cost you more than it earns. The real risk isn’t running out of money. It’s not recognizing when you have enough.
Learn how a clear, personalized financial plan can help you shift focus from growing wealth to living well. Discover how to align your money with what matters most.
-
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 endorsements
Participation 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 ⬇️
Chapters
1. Shel Silverstein's Financial Wisdom (00:00:00)
2. Trading Value for "More" (00:01:31)
3. Creating a Meaningful Financial Plan (00:03:42)
4. Identifying What You Truly Value (00:05:03)
5. Living for Value, Not Just "More" (00:06:18)
318 episodes
Manage episode 497188010 series 3307298
Can a children’s poem change how you think about retirement? In this episode, we unpack the hidden wisdom in Shel Silverstein’s “Smart” and how it reflects a common retirement planning mistake: trading time and well-being for wealth you may no longer need.
We explore why it’s hard to step away from accumulation mode—even after reaching financial independence—and how this mindset can cost you more than it earns. The real risk isn’t running out of money. It’s not recognizing when you have enough.
Learn how a clear, personalized financial plan can help you shift focus from growing wealth to living well. Discover how to align your money with what matters most.
-
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 endorsements
Participation 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 ⬇️
Chapters
1. Shel Silverstein's Financial Wisdom (00:00:00)
2. Trading Value for "More" (00:01:31)
3. Creating a Meaningful Financial Plan (00:03:42)
4. Identifying What You Truly Value (00:05:03)
5. Living for Value, Not Just "More" (00:06:18)
318 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.