Most people underestimate how big the decision to work just one more year can be—both financially and personally. In this video, we explore Kurt and Eva’s retirement dilemma: Should they retire now at 67 or work one additional year?
We’ll break down the financial impacts, including social security benefits, portfolio growth, and probability of success, while also diving into the overlooked personal costs like health, relationships, and missed opportunities.
Balancing financial security with living the life you’ve worked so hard for isn’t easy. Watch as we help Kurt and Eva craft a retirement plan that aligns with their goals—and discover insights to help you do the same.
=======================
🔗 Connect with us → https://learn.rootfinancialpartners.com/connect
and on Root Financial's Youtube Channel → https://www.youtube.com/channel/UCopKwWs9ea1dAOxqZOqBjpg
Get access to the retirement software I use and more → https://retirement-planning-academy.mykajabi.com/rpa
_ _
⏱Timestamps:⏱
0:00 - Meet Kurt and Eva
2:13 - Can they retire now?
5:07 - Probability of success
6:59 - Another perspective
8:45 - Increase probability of success
12:24 - Consider both sides of the spectrum