5 Ways Wishful Thinking Can Damage Your Retirement
Автор: Utah Retirement by Elevated Retirement Group
Загружено: 2025-05-22
Просмотров: 4565
A little hope is good for the soul, but when it comes to retirement planning, wishful thinking can lead to serious financial mistakes. Today, Sean’s walking through five common examples of wishful thinking that can quietly damage your retirement and how you can build a plan that protects your future instead of relying on luck.
Here’s what we discuss in this episode:
💸 Why relying only on investment interest could cut your income short
🧾 The truth about taxes in retirement
🚗 Why “every day is Saturday” might wreck your spending plan
📉 How past investment success can create a false sense of security
👪 The emotional and financial risks of assuming kids will “help out”
0:00 – Intro
2:08 – Myth #1: “I’ll Just Live Off the Interest”
3:31 – Myth #2: “I’ll Be in a Lower Tax Bracket”
5:49 – Myth #3: “I’ll Spend Less Money”
7:47 – Myth #4: “High Returns Will Continue”
9:28 – Myth #5: “My Kids Will Help Me”
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Instagram: instagram.com/elevatedretirementgrouput
#Retirement Planning #FinancialAdvisor #Fiduciary
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This video has been prepared for educational and marketing purposes only. The information in this video is general in nature, does not constitute personalized investment advice, and does not provide a complete analysis of the subjects discussed.
All investments involve risk, and different types of investments involve varying degrees of risk. There can be no assurance that any specific investment strategy will be profitable or suitable to you. Additionally, although information presented in this video is believed to be factual and up-to-date, we do not guarantee its accuracy.
You should consult an attorney or tax professional regarding your specific legal or tax situation and should consult a professional adviser before implementing any of the strategies mentioned in this video.
Investment Advisory Services are offered through Elevated Capital Advisors, LLC, an SEC Registered Investment Adviser affiliated with Elevated Retirement Group, LLC. Registration as an investment adviser does not constitute an endorsement of Elevated Capital Advisors, LLC by securities regulators, nor does it indicate that the firm has attained a particular level of skill or ability.
Insurance advice and products may be offered by a third-party insurance producer, which may be affiliated with Elevated Retirement Group, LLC and Elevated Capital Advisors, LLC.
The host and Third Wheel Media, LLC receive compensation for their assistance in preparing and hosting this video.
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