Why Most Retirees Secretly Struggle

Why Most Retirees Secretly Struggle. After 15 years of helping people retire, we've seen the highs and lows of retirement. Unfortunately, the bad parts are often avoidable, yet many people keep falling into the same traps and routines, making the same mistakes.
In this video, I’m sharing the four most common pitfalls of retirement. Learn from those who have gone before you so that you can avoid making the same mistakes.
Dave Zoller, CFP®

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00:00 The Good and Bad of Retirement
01:07 The First Thing
01:27 Who Retirees Spend Time With
02:45 "Shocking" Study
04:00 Avoid These
05:38 The Second Thing- 3 Triangles
07:42 Here's the Great News
08:30 The Third Thing
09:13 The Odds of Running Out Are Lower
10:47 The Fourth Thing
12:04 Three C's
13:20 Important Questions to Answer


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Streamline Your Retirement by getting these 3 key parts right!
1) Tax-efficient Withdrawal Planning
2) Investment Planning
3) Tax Reduction Planning

My name is Dave Zoller and I own Streamline Financial along with our team of retirement planning specialists.

Streamline has been helping people retire for over 25 years and I've personally been working with clients for the last decade and a half.

We can only work with a select number of clients so we created this channel to share what's working well for the families we help.
We both know that RETIREMENT IS MORE THAN MONEY so you'll see the financial strategies along with the non-financial strategies to make sure this next stage is YOUR BEST YET!

MUSIC:
Stary Sky- Simon Grob


Disclaimer: Since we don’t know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Streamline Financial Services, LLC or its members cannot be held liable for any use or misuse of this content.
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Disclosures: Securities offered through LaSalle St. Securities LLC (LSS), member FINRA/SIPC. Advisory services offered through LaSalle St. Investment Advisors LLC (LSIA), a Registered Investment Advisor. Streamline Financial Services is not affiliated with LSS or LSIA. LSS is affiliated with LSIA.