11 Bad Money Habits I Had to Break in Retirement (and 6 More to Avoid)
After nearly 7 years in retirement, I’ve learned firsthand which money habits can quietly drain your future. In this video, I share 11 bad retirement money habits I had to break plus 6 more that trip up many retirees. Watch to see which of these fit you, and how you can avoid the costly mistakes that keep people from enjoying financial freedom.
------------------------------------------------------------
🔴 *STOP USING Spreadsheets! Plan with Confidence like I do with Boldin Software*
(old name: New Retirement). What is best time for you to take Social Security? Create a Tax Plan. What are your chances of success? AI suggested improvements. Free 2 week trial; then $144/yr You will buy this after trying (I have purchased for 5 years ).
USE THIS LINK Please ---- https://go.boldin.com/joekuhn
--------------------------------------------------------------------
🟢 *DO NOT GO IT ALONE - Retire with Confidence! Stress Less!*
*Money Pickle* - set up a FREE 45 minute dialog with a Financial Advisor
No obligation. Get answers to your specific questions. Example: When should I take SS? What rates of return and inflation numbers should I use? Did I make a mistake?
https://quiz.moneypickle.com/?utm_source=Joe%20Kuhn&utm_medium=YouTube&utm_campaign=Direct&utm_content=CTA
Promoter Disclosure: I may receive compensation if you use this link to connect with a third-party financial advisor through Money Pickle.
---------------------------------------------------------------------
🔵 *Certified Financial Planner Review of your plan -- $300*
Send your plan for a review and then spend 1 hour with a CFP professional to identify strengths and opportunities. *Donaldson Capital Management*
Sign up with this LINK: https://contact.dcmol.com/financial-plan-consultation
Comprehensive Financial Plans - $4500
Includes a tailored plan, 12 months of coaching and implementation support, and no management fee for the first $300,000 actively managed investments. *Free Call* to see how they can help you: (812) 421- 3211
Promoter Disclosure: https://leandrivenreliability9-my.sharepoint.com/:b:/g/personal/josephkuhn_leandrivenreliability9_onmicrosoft_com/EYaY6c8hzaZFqEEQeUeQA8sBp0Y5cA7OIZrBA9V4-6tYQw?e=P8ieDx
-------------------------------------------------------------------------
🪙 *Want your plan reviewed by a Certified Financial Planner®?*
Get 1:1 customized advice from the team at *Defining Wealth* to make sure your plan is on track. My viewers get a special price for the Financial Plan Review at $300! ***OFFER VALID FOR FIRST REVIEW ONLY***
Use this link to book your time: https://calendly.com/definingwealthpartners/financial-plan-review?month=2025-09
Need more? Get a clear, actionable Financial Plan to create clarity and confidence in your early retirement. One-time cost of $3,000 (no obligation beyond that).
Book an Explore Call more information → https://calendly.com/definingwealthpartners/intro-call?month=2025-08
Disclosure: https://docs.google.com/document/d/1TqyJIYtIn4qgwsGUdLKcqWThIdmYEl8jn8t3_IBhmQA/edit?usp=sharing
----------------------------------------------------------------------
📞 *NEIL FORTWENDEL CFP®* - My Personal Financial Planner for the past 7 years. Knowledgeable, Professional and challenges me to constantly optimize my Plan.
Multiple engagement paths to choose from--depending on your needs
Full Plan Creation- $4,000 range- based on complexity
Phone: 812-471-2207 Email: neil.fortwendel@nm.com Website: www.neilfortwendel.com
-----------------------------------------------------------------------
Most Popular VIDEOS
*Health Insurance before Medicare* https://youtu.be/KPs4RXOOS64
*Demo of Boldin (NewRetirement) Software* https://youtu.be/IO-D2TCYzSA?si=d5lt1JMCv9Izstt1
*2 shocking surprises in retirement* https://youtu.be/pCDR29HztnQ
*15 things you must let go to retire* https://youtu.be/Hg0nvDeM1X4
*Timing of Social Security* https://youtu.be/UMH4UM3F3Ag
*How I fill my buckets* https://youtu.be/vKMGjb1Myv0
*How I document my retirement plan* https://youtu.be/aYmiXTmZAms
*What I have learned from 300 retirement coaching clients* https://youtu.be/EqZutxRckUw?si=dqz8JoLrcpfgjj9t
---------------------------------------------------------------------------
Video by Lean Driven Reliability LLC
This video is not investment advice nor advice at all. For entertainment ONLY and reflects my personal story. Seek professional help to understand your unique situation.
Affiliate Disclosure: Most of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and purchase or set up a discussion.
#retirement #retirementplanning #retireearly #financialfreedom #financialindependence #retirementincome #retirementstrategy #findingpurpose #keto #ketodiet #ketovore #healthylifestyle #howmuchcanIspend #longtrmcare
Видео 11 Bad Money Habits I Had to Break in Retirement (and 6 More to Avoid) канала Joe Kuhn
------------------------------------------------------------
🔴 *STOP USING Spreadsheets! Plan with Confidence like I do with Boldin Software*
(old name: New Retirement). What is best time for you to take Social Security? Create a Tax Plan. What are your chances of success? AI suggested improvements. Free 2 week trial; then $144/yr You will buy this after trying (I have purchased for 5 years ).
USE THIS LINK Please ---- https://go.boldin.com/joekuhn
--------------------------------------------------------------------
🟢 *DO NOT GO IT ALONE - Retire with Confidence! Stress Less!*
*Money Pickle* - set up a FREE 45 minute dialog with a Financial Advisor
No obligation. Get answers to your specific questions. Example: When should I take SS? What rates of return and inflation numbers should I use? Did I make a mistake?
https://quiz.moneypickle.com/?utm_source=Joe%20Kuhn&utm_medium=YouTube&utm_campaign=Direct&utm_content=CTA
Promoter Disclosure: I may receive compensation if you use this link to connect with a third-party financial advisor through Money Pickle.
---------------------------------------------------------------------
🔵 *Certified Financial Planner Review of your plan -- $300*
Send your plan for a review and then spend 1 hour with a CFP professional to identify strengths and opportunities. *Donaldson Capital Management*
Sign up with this LINK: https://contact.dcmol.com/financial-plan-consultation
Comprehensive Financial Plans - $4500
Includes a tailored plan, 12 months of coaching and implementation support, and no management fee for the first $300,000 actively managed investments. *Free Call* to see how they can help you: (812) 421- 3211
Promoter Disclosure: https://leandrivenreliability9-my.sharepoint.com/:b:/g/personal/josephkuhn_leandrivenreliability9_onmicrosoft_com/EYaY6c8hzaZFqEEQeUeQA8sBp0Y5cA7OIZrBA9V4-6tYQw?e=P8ieDx
-------------------------------------------------------------------------
🪙 *Want your plan reviewed by a Certified Financial Planner®?*
Get 1:1 customized advice from the team at *Defining Wealth* to make sure your plan is on track. My viewers get a special price for the Financial Plan Review at $300! ***OFFER VALID FOR FIRST REVIEW ONLY***
Use this link to book your time: https://calendly.com/definingwealthpartners/financial-plan-review?month=2025-09
Need more? Get a clear, actionable Financial Plan to create clarity and confidence in your early retirement. One-time cost of $3,000 (no obligation beyond that).
Book an Explore Call more information → https://calendly.com/definingwealthpartners/intro-call?month=2025-08
Disclosure: https://docs.google.com/document/d/1TqyJIYtIn4qgwsGUdLKcqWThIdmYEl8jn8t3_IBhmQA/edit?usp=sharing
----------------------------------------------------------------------
📞 *NEIL FORTWENDEL CFP®* - My Personal Financial Planner for the past 7 years. Knowledgeable, Professional and challenges me to constantly optimize my Plan.
Multiple engagement paths to choose from--depending on your needs
Full Plan Creation- $4,000 range- based on complexity
Phone: 812-471-2207 Email: neil.fortwendel@nm.com Website: www.neilfortwendel.com
-----------------------------------------------------------------------
Most Popular VIDEOS
*Health Insurance before Medicare* https://youtu.be/KPs4RXOOS64
*Demo of Boldin (NewRetirement) Software* https://youtu.be/IO-D2TCYzSA?si=d5lt1JMCv9Izstt1
*2 shocking surprises in retirement* https://youtu.be/pCDR29HztnQ
*15 things you must let go to retire* https://youtu.be/Hg0nvDeM1X4
*Timing of Social Security* https://youtu.be/UMH4UM3F3Ag
*How I fill my buckets* https://youtu.be/vKMGjb1Myv0
*How I document my retirement plan* https://youtu.be/aYmiXTmZAms
*What I have learned from 300 retirement coaching clients* https://youtu.be/EqZutxRckUw?si=dqz8JoLrcpfgjj9t
---------------------------------------------------------------------------
Video by Lean Driven Reliability LLC
This video is not investment advice nor advice at all. For entertainment ONLY and reflects my personal story. Seek professional help to understand your unique situation.
Affiliate Disclosure: Most of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and purchase or set up a discussion.
#retirement #retirementplanning #retireearly #financialfreedom #financialindependence #retirementincome #retirementstrategy #findingpurpose #keto #ketodiet #ketovore #healthylifestyle #howmuchcanIspend #longtrmcare
Видео 11 Bad Money Habits I Had to Break in Retirement (and 6 More to Avoid) канала Joe Kuhn
Комментарии отсутствуют
Информация о видео
5 октября 2025 г. 16:15:01
00:19:55
Другие видео канала