For decades, the financial media has pushed the idea that you need to hit a magic number; $1 million, $2 million, or more, to retire securely. But what if that number is arbitrary? What if chasing it is actually keeping you from retiring with confidence?
In this episode, Adam Olson challenges the conventional wisdom around retirement planning and reveals why a one-size-fits-all savings target is not only outdated, it’s potentially harmful.
You’ll discover:
The three biggest myths keeping pre-retirees working longer than necessary
Why retirement is not about how much you’ve saved, but how much income you can reliably generate
How to replace retirement number anxiety with lifestyle-first planning
A practical, step-by-step strategy to align your income, investments, and lifestyle goals using our Red Zone Retirement Planning™ process
Whether you're years away from retirement or fast approaching it, this episode will give you a clearer path forward; one rooted in your actual needs, not arbitrary benchmarks.
“$1 million means nothing unless it’s attached to a life you actually want to live.” - Adam Olson
Learn more about Adam Olson by visiting the following links:
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Investing involves risk, including loss of principal.
Be sure to understand the benefits and limitations of your available options and consider all factors prior to making any financial decisions. Any strategies discussed may not be suitable for everyone.
Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Adam Olson, Representative. Mutual of Omaha Investor Services is not affiliated with any entity listed herein.
This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services and its representatives do not offer legal or tax advice. The information presented is subject to change without notice and is not intended as an offer or solicitation with respect to the purchase or sale of any security or insurance product.
Mutual of Omaha Investor Services and its various affiliates do not endorse or adopt comments posted by third parties. Comments posted by third parties are their own and may not be representative or indicative of other's opinions, views, and experiences.
