3 Regrets From My Clients Who Retired Early!
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- เผยแพร่เมื่อ 6 มิ.ย. 2024
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I asked my clients to share their regrets about retiring early, and in this episode, I will discuss some of their common regrets.
I will share some of their stories and advice, aiming to help you retire early with confidence. It offers perspectives that you may not have yet.
Retiring early is a great goal, but I don't want anyone to retire too early!
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Timestamps
00:00 Intro
01:01 Review Of The Week
02:05 Regret #1
04:20 What Are You Optimizing For?
06:20 Regret #2
08:23 Regret #3
13:20 Conclusion
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Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast.
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⚠️ "DISCLAIMER:⚠️
All content is not to be received as financial advice, and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc., before making any financial decisions.
This video contains content I created and got permission from its creators to use. This Channel DOES NOT Promote or encourage Any illegal activities; all contents provided by This Channel are meant for EDUCATIONAL AND ENTERTAINMENT purposes only.
My husband has two more days in the office. He is retiring early honestly because after my mother passed in November, I asked him to retire so he could spend more time being with me and doing all the things he enjoys which he's not had time for in the past few years. We are blessed that he has a pension, his employer provides health insurance for retirees and spouses, and we have been wise with our own investments in addition to what my mother left us (though she made it more difficult than necessary because she didn't seem to understand what her attorney wrote for her). Plan for the future, but also live in the present. You can't get time back, no matter how you spend it. Thanks for all you do.
as much as I enjoy the compny of some of my coworkers, they aren't a part of my life outside of work. I'll miss the casual relationships but they aren't my true friends. I also have a handful of coworkers that make my life a living hell and if I never see them again, it will be too soon. I'd rather join a bridge league and add some new friends than try to stay engaged with the coworkers I like.
Well articulated.
Totally agree with you, why people confuse colleagues with friends always puzzles me. I did has ex colleagues who are my friends, but majority of them are not.
I think the whole friends at work thing is a prior generation thing. I'm 40ish. My coworkers only want to talk to me if I can do something for them. I do not expect them to reach out to me once I retire...and I'll gladly return the favor.
Financial independence provides options. I can't wait until we hit dates and numbers to be able to explore those options.
I think it depends. I'm a millennial and I've seen a lot of young people in their 20s (including me) who become friends and even hung out outside of work. However, I would advise people not to give up possible career advancements (better job/pay somewhere else) just because of the friends they have at their current job. I left my prior job for a better opportunity and I still hang out with some old co-workers from the job I left.
@@liam1902 I can see that. I chose to change career path in my late 20s around the 2009 recession because of work "friends." I will advise the youth nowadays to be careful.
Example - My Director that joined the company in 2008 convinced me I should be his friend outside work. I even helped with his move a few weeks after he started. He then went on to terminate existing PTO request/approval and reject every subsequent request for our wedding and week-long honeymoon. It was never the "right time" for me to be able to take off work for a week to get married. I was reported up the chain...but hey, as he put it "I'm on your side buddy."
I’m 60-retirement-ish, coworkers were generally awful, demanding and manipulative. It was more a question of surviving them. I changed jobs for better opportunities-and better coworkers. I have one co-worker who became a true friend. On several interviews I didn’t take the job because I was lucky enough to meet the entire team and knew to keep hunting.
Appreciate your videos. I have recently sold my lifetime residence and moved to where I will retire where I am renting and contemplating buying. Can you make a video about how to know when to rent and when to buy when you move for retirement? Specifically the impact on portfolios short and long-term, the risks and benefits of each, and how you may advise a client in this position.
Ari, I enjoy your videos. Your message reminds me of a song from the 80's by Cinderella: Don’t Know What You Got (Till It’s Gone). I am at the stage in my career where I could retire, but I then ask myself what will I do now? There is a freeing aspect to knowing I no longer "NEED" the job.
Thank you. Glad it resonated!
Do you have videos on 457b? I work for a university hospital as a software engineer. I have a healthy 401a, roth 403b, roth ira and a brokerage account but am wondering if i should start focusing on the roth 457b (I am 45)
I would never feel bad/sorry once I feel comfortable to retire. I channeled myself so I can hopefully feel comfortable for my future self one day. Once I achieve, I’m out. Company laying people off? Business call they say. I’ll call my own time. Boss/Colleagues are not friends. They have to be there to get paid like I need to pay bill every month. I have no royalty to company even though I worked for them for 20 plus years continuing because they can just lay me off with no notice.
I will say the friend thing skews female: baby showers, lunches, doing something outside office hours. Other than happy hour guys did not develop friendships.
Ari, love your content and every new one gets onto my To Watch list as I near my 50s and aim to finish strong and live well while I'm still in the race. Great addition to the Root team. Just a quick note, your section titles have 'regert' instead of 'regret' on this one.
Can you speak in a reply on who Sin Myers is, or who she is?
Here she is: th-cam.com/video/n1uTHMTqEvc/w-d-xo.htmlsi=6R0Fq4p1OXIiBPTv
I wish that you also discuss your clients that are happy instead of focusing on those who has a lot of complaints. Geez 🙄
Here you go! th-cam.com/video/MZaTOHF1YUA/w-d-xo.htmlsi=Oh8pICufFEeUQjga
😂
Hmm. I wish I wouldn't have work so hard?. Well, You wouldnt be in the spot you're at asking that question if you didnt.. You probably be thinking different and asking a different question. There's a thought About regrets..
Some constructive criticism. This is the first video of yours that I clicked. I've watched the first 2 minutes and you aren't even to the first item. Please get to the point!
😅
Money
You only get one chance on this rock. You may love your job but is it what you would do if you could do anything? I have a great job and work with great people, but the second I am able, I am GONE! I am 49 now and I think I may be close in the next couple years. Probably need to hire Ari to tell me for sure. Haha.
HA! you're close :)
Friends at work are more like situational ships because you are in the same situation as they are, but they rarely go into your personal lies