Sell These 7 Things BEFORE You Retire

Schedule your complimentary phone call with us: https://retire.phibbsfinancial.com/Wi... This video examines the trade-off between rigid saving habits and spending on items that bring joy during retirement. If you are questioning whether you should follow traditional financial advice or prioritize your current quality of life, this analysis provides a clear perspective on managing your assets effectively. ------------------------------------------------------------------------------------------------------------------- I'm Trevor Phibbs, a CERTIFIED FINANCIAL PLANNER® and the founder of Phibbs Financial. We're a family-owned fiduciary firm in Draper, Utah. Most people who are afraid to spend in retirement don't have a money problem. They've just never had anyone sit down and show them what they actually have. That's what we do. ------------------------------------------------------------------------------------------------------------------- Investment advisory services offered through Phibbs Financial Services LLC ("Phibbs Financial"), a registered investment advisor in the state of Utah and other jurisdictions where exempted. Insurance products and services offered and sold separately through Phibbs Insurance Services LLC in all appropriate jurisdictions. This video is educational only. It is not individualized investment, tax, or legal advice, and watching it does not create an advisory relationship. All investing involves risk, including loss of principal. Any client experiences described are illustrative and may be composite. Comments on this video are not solicited or compensated, are not verified, and are not testimonials or endorsements. Full disclosures: https://www.phibbsfinancial.com/discl...