What if working longer is costing you more than you realize? In this video, I reveal 6 compelling reasons to retire sooner rather than later, including the impact on your health, the value of your time, and the relationships that truly matter.

Watch the YouTube Version

The Value of Time: Why time is our most precious resource and why delaying retirement could cost you.

Health Benefits: How retiring can significantly reduce stress and improve your quality of life.

Limited Best Years: Understanding the difference between lifespan and health span, and why your healthiest years might be right now.

Strengthening Relationships: How retirement allows you to invest in meaningful connections with family and friends.

Breaking Free from Work Identity: Avoiding the trap of defining yourself solely through your career.

Your Financial Readiness: Why you may be in a stronger financial position than you think to retire comfortably.

If you're considering retirement, this video will help you weigh the benefits and understand the true cost of continuing to work when you're already ready to step back.

Resources:

Expenses In Retirement Chart

Time Spent With Children Chart

-----

We help business owners:

→ Assess their level of readiness to exit from a financial, tax, and legal perspective

→ Craft a wealth plan to exit comfortably and with confidence

→ Plan for the next chapter of their life

👉 Get Your Free Readiness Assessment!

-----

WANT MORE BUSINESS PLANNING TIPS?

Subscribe to the Newsletter!

As a thank you, you'll receive a copy of my free eBook, "Exit & Succession: How to Increase Business Value & Prepare For a Sale or Succession."

Click here to subscribe and grab your free guide.

Listen in as I break down the critical details of 401k loans—the pros, cons, and major risks you need to be aware of before borrowing from your retirement savings. We discuss how a 401k loan works, the ease of accessing funds, and the potential advantages like no credit checks and quick approval.

However, we also explore the often-overlooked dangers, including missed investment growth, double taxation, and the significant risk of repayment penalties if you change jobs or can't pay back the loan in time. Whether you're in a financial emergency or considering a major purchase, this video offers essential insights to help you make an informed decision. Learn about alternative borrowing options like home equity loans, personal loans, and even 0% APR credit cards.

-----

We help business owners:

→ Assess their level of readiness to exit from a financial, tax, and legal perspective

→ Craft a wealth plan to exit comfortably and with confidence

→ Plan for the next chapter of their life

👉 Get Your Free Readiness Assessment!

-----

WANT MORE BUSINESS PLANNING TIPS?

Subscribe to the Newsletter!

As a thank you, you'll receive a copy of my free eBook, "Exit & Succession: How to Increase Business Value & Prepare For a Sale or Succession."

Click here to subscribe and grab your free guide.

Here are my top 10 actionable recommendations to help you get your retirement savings on track, even if starting from zero in your 40s or beyond. Whether you’re 40, 45, or even 50 with no savings, these strategies will guide you through the steps needed to build a solid financial foundation. We’ll cover everything from how to save money effectively, budgeting tips, and smart investing strategies to growing your income, improving your mindset, and preparing for unexpected events.

Watch the YouTube Video: 40 Years Old and Nothing Saved For Retirement - Top 10 Recommendations

RESOURCES:

Books

The Psychology of Money

Think And Grow Rich

The Path

-----

We help business owners:

→ Assess their level of readiness to exit from a financial, tax, and legal perspective

→ Craft a wealth plan to exit comfortably and with confidence

→ Plan for the next chapter of their life

👉 Get Your Free Readiness Assessment!

-----

WANT MORE BUSINESS PLANNING TIPS?

Subscribe to the Newsletter!

As a thank you, you'll receive a copy of my free eBook, "Exit & Succession: How to Increase Business Value & Prepare For a Sale or Succession."

Click here to subscribe and grab your free guide.