(00:00:00) 8 Secrets Learned Retiring Thousands
(00:02:16) Don’t retire away, retire to something
(00:06:19) The go-go years, the slo-Go years, and the no-go years
(00:11:40) People are living longer
(00:18:26) Social Security isn’t designed for retirement
(00:22:09) Everyone gets along until you die
(00:24:46) Buy memories, not things
(00:27:31) Checks and balances
(00:30:37) SOMEthing physical

Roth! Not Roth! Bonds! Social Security timing!
Financial advisors yapping about retirement all seem to hit the same 4 topics, don’t they? What about the rest of the story?
For advisors with eyes, there are details and secrets that fall between the cracks, that can have a huge impact on how you experience your retirement, outside of your portfolio. On this episode of It’s All Money, CFP® and Sonoma Wealth CEO Daren Blonski shares 8 secrets he’s learned retiring thousands of people in Northern California:

2:17 Don’t retire away, retire to something
6:19 The go-go years, the slo-Go years, and the no-go years
11:40 People are living longer
18:26 Social Security isn’t designed for retirement
22:09 Everyone gets along until you die
24:46 Buy memories, not things
27:31 Checks and balances
30:37 SOMEthing physical

We hope you enjoy these insights from our experience. If you’d like to learn how we help thousands of people retire and stay retired, take our Free Wealth Analysis right here: https://sonomawealthadvisors.com/

Video also available on our YouTube Channel: https://youtu.be/JGcRKFBzpbg

Sources:
https://www.statista.com/statistics/1040079/life-expectancy-united-states-all-time/
https://ourworldindata.org/life-expectancy-globally
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Disclosure: Fermata Advisors LLC is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. This content was produced by Fermata Advisors, LLC, d/b/a Sonoma Wealth Advisors, d/b/a Fermata 401k, d/b/a Fermata Tax, d/b/a Fermata Insurance.
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