When Money Isn’t Enough: The 5 Types of Wealth You Need Before Retiring

Ready For Retirement

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11d ago 21:24

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When the numbers say you can retire, but you can’t step away.

Many people with the financial means to retire keep working, telling themselves one more year will make the plan even stronger. But at what cost to your time, health, and relationships?

This episode explores “the good pickle,” where chasing more financial security comes at the expense of other forms of wealth like time freedom, social connection, and well-being. You will learn why money gets prioritized, how to rebalance, and simple ways to protect all areas of life so your plan supports more than just the numbers.

Because the true measure of success is not just a perfect projection, it is a life well lived.

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.

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Chapters

1. Beyond Financial Security in Retirement (00:00:00)

2. The Financial Scorecard Trap (00:02:00)

3. Five Types of Wealth Explained (00:04:49)

4. Creating Balance Through Boundaries (00:07:00)

5. Struggling To Retire (00:09:58)

6. What Do You Truly Want? (00:12:08)

7. Investing in Relationships and Health (00:13:50)

8. Finding Your Personal "Enough" (00:15:51)

9. Narrow Your Focus (00:18:43)

309 episodes

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