How To Avoid Retirement Roadblocks with Rooted Wealth Advisors


Champaign, IL (WCIA)

Times are changing and that means the road to a healthy retirement plan is starting to look different for some. Today we have Duke Smith with Rooted Wealth Advisors to discuss what this new road may look like and what you can do to better prepare for it.

The Road To Retirement

How Will You Navigate Your Road To Retirement?
Inaccessibility/roadblocks to retirement
o At one time everyone traveled the same path to retirement with steady pension, a stable Social Security fund as well as personal savings.
o Pensions are disappearing, longevity of social Security is questionable, economic factors, and longer life expectancy.
o Great Recession – retirement savings lost

How to avoid roadblocks
o Delay Retirement
o Employee Benefits
o Potential healthcare cost plan
o Understanding penalties/requirements of withdrawal from retirement savings
o Identify Sources of lifetime income

Consult a Financial Professional
o Can help navigate clients through all of this
o Familiar and knowledgeable about the retirement process

To learn more check out

Call Rooted Wealth Advisors at 855-955-3688

Visit them online FacebookYouTube, and Instagram

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Rooted Wealth Advisors are not affiliated companies. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This TV show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Rooted Wealth Advisors is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Rooted Wealth Advisors. This TV show is a paid placement. 00732561 – 10/20

Copyright 2021 Nexstar Inc. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed.

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