5 • 706 Ratings
🗓️ 24 June 2025
⏱️ 13 minutes
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0:00.0 | I've had the privilege of working with hundreds of people as they've prepared for and entered |
0:04.0 | their retirement years over the past dozen plus years or so. I've seen the good that comes |
0:08.2 | with this, and I've seen the regrets that people have when they don't do things right or |
0:12.2 | when they don't prioritize the right things ahead of time. And what's most interesting to me |
0:15.7 | is these regrets typically aren't financial related. They have everything to do with time, |
0:20.8 | relationship, relationship, |
0:21.3 | purpose, and those are the things I want to talk about today. There are five of these |
0:25.0 | regrets I see most commonly and it's these I want to share with you today because |
0:28.5 | if you are watching, it means there's still time. There's still time to understand what |
0:32.7 | these regrets are so that you can take steps to avoid them as you plan for your future. |
0:37.1 | The first regret that I see is people plan for their retirement, but they don't actually plan for life after work. |
0:43.3 | In other words, they knew when to retire, but they did not know what to retire too. |
0:47.3 | The reason this is so common is we have this misconception that retirement is all about getting the numbers right. |
0:52.3 | It's a math problem to be solved. |
0:55.3 | Do I have enough? |
0:56.7 | How do I allocate my portfolio? |
0:58.4 | How much can I take out each month? |
0:59.8 | And yes, those are very important. |
1:01.7 | But that's only half the equation. |
1:04.9 | The other half of the equation is what are these numbers actually doing for you? |
1:06.9 | What are the withdrawals doing for you? |
1:09.3 | What does the life well lived look like for you? |
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