5 Assets Rich Retirees NEVER Buy – Here’s What They Buy Instead

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In this video, learn why focusing solely on accumulating wealth for retirement might be misguided. Discover the key assets that wealthy retirees sell immediately to maximize their financial health, including high-fee financial products, variable annuities with surrender charges, underperforming rental properties, oversized residences, and outdated life insurance policies. Understand the core investments they opt for instead, such as low-cost index funds and ETFs, high-quality shorter-duration bonds, simple fixed annuities, and well-managed real estate investments. Also, gain insight into a decision-making framework used by successful retirees to ensure simplicity, cost-effectiveness, and liquidity in their investments. Equip yourself with the knowledge to thrive in retirement and explore tailored advice by checking the provided link.

00:00 Introduction: Rethinking Retirement Wealth
00:39 Assets Wealthy Sell
05:38 Core Investments Wealthy Retirees Buy
08:03 Decision Framework for Investments
09:08 Conclusion: Thriving in Retirement

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