A random, retired YouTuber did a simple video exploring the top 5 regrets from other retirees he interviewed (all in their 70s). It blew up to almost half a million views (and counting). Let’s see what regrets made the list and, more importantly, explore what proactive steps you can take to avoid having the same regrets when you retire.

Planning and working with an advisor can make all the difference in addressing these regrets. A financial advisor can help you create a personalized retirement plan that balances your financial goals with your desire for a fulfilling lifestyle. Tune in for some valuable insights to ensure your retirement is everything you hope for!

Here are the regrets we discuss in today’s show:

• They wish they had retired earlier
• They wish they had spent more when they first retired
• They wish they took better care of their health
• They wish they had taken up a hobby
• They wish they had traveled more

Retiree regrets video

https://www.youtube.com/watch?v=mNUSJ3juAbA

Want to set up a meeting with us? Visit us here: http://talkwithjp.com

Get more financial education at http://myretirementclarity.com

Remember when you were a kid, always asking 'How do you know?' about everything, like why the sky is blue or where the sun goes at night? That curiosity doesn't go away as we get older; it just turns into different questions, like the ones we face when planning for retirement.

Today, we’re digging into the 'How Do You Knows' of retirement planning. How do you know how much income you’re going to need when you retire? How do you know if your retirement plan is tax-efficient? Stay tuned as Lee sheds light on these questions and more!

Here’s some of the how-do-you-knows we discuss in today’s show:

• How do you know how much income you’re going to need when you retire?
• How do you know how much money you should have in your savings account?
• How do you know when you're financially ready to retire?
• How do you know if an advisor is a good fit for you or not?
• How do you know if your retirement plan is tax-efficient?

Want to set up a meeting with us? Visit us here: http://talkwithjp.com

Get more financial education at http://myretirementclarity.com

We get a lot of questions about 401(k)s because they can be tricky to navigate. So, in today’s episode, we’re tackling some of the most frequently asked questions about 401(k)s. Tune in for a comprehensive breakdown of what they are, how they work, and how you can make the most of them!

We’ll cover everything from understanding company matches and target date funds to the pros and cons of 401(k) loans and rollovers into IRAs. This is a super informative conversation that you don’t want to miss!

Here’s what we discuss in today’s show:

• Should I use company-provided 401(k) guidance?
• Should I use target date funds?
• When should I take money out of my 401(k) and roll it over into an IRA?
• How should I adjust my 401(k) investments as I get closer to retirement?
• Can I make catch-up contributions to the 401(k)? If so, when?

Want to set up a meeting with us? Visit us here: http://talkwithjp.com

Get more financial education at http://myretirementclarity.com