Listen "3 Retirement Roadblocks—and How to Overcome Them"
Episode Synopsis
In this episode of the Retire Early Podcast, financial advisors and retirement planners Sam Benson and Linwood Fraher of Martin Wealth Solutions explore three common roadblocks that can delay or derail your retirement plans—and how to overcome them. They discuss the financial and emotional strain of supporting adult children, the dangers of making investment decisions based on emotion rather than strategy, and the uncertainty that comes from not having a written retirement plan. Sam and Linwood share practical tips for setting boundaries, sticking to a disciplined investment approach, and creating a clear, actionable plan so you can retire on time and with confidence.
Want to work with us?
Visit: http://retirewithmartin.com/
Learn more: www.planwellretirehappy.com
00:00 Introduction to Today’s Topic
00:53 Meet the Hosts: Sam Benson & Linwood Fraher
01:28 Roadblock #1 – Supporting Adult Children
06:05 Strategies for Setting Boundaries and Financial Independence
08:52 Roadblock #2 – Investing Emotionally Instead of Strategically
13:14 Why Discipline Outperforms Emotional Decisions
16:47 Roadblock #3 – Lacking a Written Retirement Plan
21:25 Creating a Clear Path to Retirement Success
25:10 Final Thoughts and Encouragement
Disclaimer:
Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
Want to work with us?
Visit: http://retirewithmartin.com/
Learn more: www.planwellretirehappy.com
00:00 Introduction to Today’s Topic
00:53 Meet the Hosts: Sam Benson & Linwood Fraher
01:28 Roadblock #1 – Supporting Adult Children
06:05 Strategies for Setting Boundaries and Financial Independence
08:52 Roadblock #2 – Investing Emotionally Instead of Strategically
13:14 Why Discipline Outperforms Emotional Decisions
16:47 Roadblock #3 – Lacking a Written Retirement Plan
21:25 Creating a Clear Path to Retirement Success
25:10 Final Thoughts and Encouragement
Disclaimer:
Opinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
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