What Financial Planners Won't Tell You! Don't Retire without Watching This.

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Retirement is often thought of as the finish line, the end goal of all our years of hard work and financial planning. But it's really just the starting line for the rest of our lives. In today's video, we tell you what financial planners won't and share tips and strategies for creating a fulfilling and meaningful retirement lifestyle that goes beyond just financial security.
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CHAPTERS
00:00 Introduction
01:04 Transition in Retirement
01:35 Leaving Your Job/Career Behind
02:26 Creating a Clear Non-Financial Vision
03:02 Healthy and Fulfilling Habits
03:18 Reframing Retirement
03:40 Whole Bucket of Transition
03:49 Physical and Wellness
04:05 Outlive
04:40 Mindfulness
05:42 Rebuild Your Community
07:55 Nurturing Relationships
09:52 Wisdom Sharing
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ABOUT RETIREMENT TRANSFORMED
Husband and wife duo, Mark & Jody Rollins, inspire and serve as personal guides to meaningful, transformational journeys for individuals who are planning for, going through or are living in retirement. This is everything in retirement beyond your financial plan.
We are not financial advisors or medical experts. Any advice we give is our own and should not be taken as professional advice. This video is for informational and entertainment purposes only. Please seek professional assistance before making any financial decisions or changes that can affect your physical or mental health.
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[@jeanettesuzannebrooks1963]

Yes. EVERY day is the best day of the rest of our lives. Make it a great day!

[@RetirementTransformed]

You have such a great attitude. Thank you for sharing.

[@CD-ql9hz]

You make a great point about rebuilding your community. 75% or more of your pre-retirement business relationships will be gone within a year.

[@RetirementTransformed]

Thanks for the comment… we couldn’t agree more! It takes effort to rebuild your community but it’s important!!!

[@ljkoh20052000able]

Meditation is a tool from which we focus our minds to being mindful on something or someone. While Mindfulness is a state where one becomes aware on whatever he/she wants to.

[@RetirementTransformed]

Thank you.

[@connied8507]

Loved this one. Building a network of friends was the hardest part. I retired to an area that was the base of operations to keep in touch with work friends but work involved plenty of travel. I now have a circle that involves common interests and took a few years to build. Definitely worth the effort 😉

[@RetirementTransformed]

We are so happy you focused on this and had such success. That’s inspiring to everyone on this channel. Thank you.

[@martywilliard]

59 1/2. Working on my health metabolic #’s. Health is wealth. Savings can’t buy health. And yes! COMMUNITY and RELATIONSHIPS are huge !

[@RetirementTransformed]

You are spot on and glad you left this comment to reinforce the issue.

[@DoubleTFishing]

Great advise, thanks for sharing!!

[@RetirementTransformed]

Glad it was helpful!

[@tamyhalfhill3799]

I'm going to a Pink concert too in August & going with my 33 yr. old daughter & 30 yr. old daughter-in-law. I'm 64 yrs. old & this is a first time for this "daughters" thing & I'm so excited about it. Love Pink too!

[@RetirementTransformed]

It’s an amazing show! I loved it! I’ve seen her twice and would see her over and over again! Enjoy!!!

[@julieortiz6783]

Love these 2! Great info!

[@RetirementTransformed]

Awesome! Thank you! We appreciate that you are here with us.

[@joannerandolph5533]

Getting close to retirement age and researching everything!!! I’m happy I found your channel! Will be very helpful

[@RetirementTransformed]

Welcome aboard!

[@chinchorrero]

Great video!

[@RetirementTransformed]

Thank you! Keep watching a lot more content coming!

[@tammychick4341]

Great video! As a new retiree, this is all very important, and often not talked about. Thank you!

[@RetirementTransformed]

Glad it was helpful!

[@geraldineanngregory1371]

Thank you for sharing your knowledge.

[@RetirementTransformed]

Glad it was helpful!

[@anthonybutler3157]

Great video. Retired 5 years ago at 57 and moved with my wife, dog, and cat to portugal. Found a new home. The transistion has been, scary, invigorating, challenging and well worth it. Your video well highlights the key stages of retirement

[@RetirementTransformed]

Many Americans choose to retire overseas in beautiful and less costly locations. You picked a beautiful place to live.

[@CheckThisOut77]

Why Portugal?

[@anthonybutler3157]

@@CheckThisOut77 weather, quality healthcare, affordable cost of living, welcoming people, food, being in europe, and at that time favorable tax incentive.

[@user-hl4np8si6x]

Portugal is taxing foreign like there is no tomorrow. I know the culture, very unreliable government. Great food though.

[@cheryllee8717]

I didn't realize you were in CT too. I am watching your videos to figure out my next step. So hard to figure out retirement plans.

[@RetirementTransformed]

It is hard to figure parts of retirement out. We are clear on our wellness, our relationships, and more. And we keep evolving and trying new things. The most important thing for us is pushing each other to exercise and watch our nutrition. It’s hard at times but it pays off.

[@cherylpeterson1]

Share again when one of you is gone-it’s easy when you’re together!

[@RetirementTransformed]

I assume you may be a solo retiree. We have done some specific videos on that but I imagine it can be difficult at times.

[@Kelly-yi3py]

I live in CT too! I’d love to get another home in FL but so expensive especially if I want to retire next year!

[@RetirementTransformed]

I see that the prices may be coming down a bit. Or at least leveling off.

[@nanad1408]

You two are so articulate, helpful and informative. Jody you are stunning. The compliment comes from a woman in her early fifties and honestly you look amazing.

[@RetirementTransformed]

Thank you so much 🤗

[@katherinerollins8903]

Try a grounding mat on your bed. That brought my sleep back.

[@RetirementTransformed]

That’s an interesting idea. We use a weighted blanket that helps a lot

[@howardedward5339]

I was expecting you to tell us about the 1% to 2% that CFP steal from your portfolio, resulting in 100's of thousands of lost dollars! YOU SHOULD BE TELLING PEOPLE TO NEVER ACCEPT AN AUM FEE! Only pay a CFP by the hour!

[@CD-ql9hz]

I completely agree. I can’t understand why people pay such fees. I see my primary care physician twice a year for exam, tests etc. But I don’t pay him 1% to 2% of my net worth as a fee!

[@RetirementTransformed]

It is personal preference on best way to get financial advice. We totally understand your perspective and people should weigh their options.

[@howardedward5339]

@@RetirementTransformed You are preying on the ignorance of people, and hurting the financial future of entire families.

[@zacherymoore1123]

Very much not the case. Financial planner can easily add 1% in value on a year to year basis. The dollar amount may seem large but when you take into the consideration of estate planning, tax planing, etc value that can be added much surpasses 1%

[@howardedward5339]

@@zacherymoore1123 Really? So they should be able to pick a benchmark and beat it consistently by 1% HAHAHAHAHA

[@glendavis1266]

First off, cost of FP, including expense ratios of investments. Possibly more than you think.

[@RetirementTransformed]

Yes it can be an added cost, but we find comfort in the advice and perspective we get from our planner. He also helps our kids with questions they have as they need to make decisions on their savings such as 401ks at work, or buying a house or not. With interest rates as high as they are it can be confusing what to do.

[@ericksongeoff]

You should do some videos for people who are blue collar

[@RetirementTransformed]

We hope that many of our videos are helpful to a broad range of people. If there is something specific you want us to do, let us know.

[@CheckThisOut77]

“There’s four ways…”. This is a common grammatical error.

[@RetirementTransformed]

Thank you!

[@joyfultrails]

It’s fine to refer to a generic financial planner as ‘he’ because the vast majority are men. And it’s fine to say “Debbie downer” because everybody understands what you mean when you say that. This feminist tendency to recoil at every little perceived slight is irritating.

[@RetirementTransformed]

Thanks for the comment … not a feminist reaction but rather insight that in 2015 women made up only 15% of financial planners but in 2022 current statistics show they are now 30%…. So while still a minority percentage the growth in this area is great! Just recognizing that is a win. Have a great day!