Roth, not-Roth, bonds, Social Security timing... Financial advisors talking 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.

Full video available on our YouTube Channel: https://youtu.be/JGcRKFBzpbg

Learn more about Sonoma Wealth here: https://sonomawealthadvisors.com/

Book your Wealth Analysis right here: https://sonomawealthadvisors.com/book-your-wealth-analysis

CHAPTERS
0:00 Cold Open: A Post-It Note Retirement Plan
0:42 Welcome To It's All Money: Meet Daren Blonski, CFP®
2:17 Lesson One: Don't Retire Away, Retire To Something
6:19 Lesson Two: The Go-Go, Slow-Go, And No-Go Years
11:40 Lesson Three: People Are Living Longer
18:26 Lesson Four: Social Security Isn't Designed For Retirement
22:09 Lesson Five: Everyone Gets Along Until You Die
24:46 Lesson Six: Buy Memories, Not Things
27:31 Lesson Seven: Checks And Balances
30:37 Lesson Eight: Something Physical
35:06 Closing Thanks
35:41 Outro

References:
https://www.statista.com/statistics/1040079/life-expectancy-united-states-all-time/ https://ourworldindata.org/life-expectancy-globally