Retirement YouTube Channel
Dave Ramsey's 8% Withdrawal Rate Fails More Than Half the Time… Do This Instead
✅Free Strategy Session ✅ https://www.foundryfinancial.org/retirement-assessment?utm_source=youtube&utm_medium=longform&utm_campaign=why-dave-ramsey-recommends-an-8%-withdrawal-rate-in-retirement&utm_content=description In this video, I break down why Dave Ramsey's 8% withdrawal rate recommendation h...
Do You Need a Brokerage Account If You Already Have Retirement Accounts?
✅Free Strategy Session ✅ https://www.foundryfinancial.org/retirement-assessment?utm_source=youtube&utm_medium=longform&utm_campaign=are-brokerage-accounts-worth-it-if-you-already-have-retirement-accounts&utm_content=description In this video, we discuss whether brokerage accounts are worth opening i...
Why Smart Retirees Still Run Out of Money (It's Not What You Think)
✅Free Strategy Session ✅ https://www.foundryfinancial.org/retirement-assessment Most people think they'll run out of money in retirement because they didn't save enough. The research says otherwise. In this video, I break down the 5 hidden factors that actually determine whether your retirement succ...
Once Retirees See This Data, They Stop Worrying About Crashes
✅Free Strategy Session ✅ https://www.foundryfinancial.org/retirement-assessment Since 1928, the market has returned over 10% annually — but the average investor only earns about 5%. In this video, I break down the data on market crashes, intra-year drawdowns, and why we're almost guaranteed to see a...
If You Can Answer Yes to Most of These, You're Ready to Retire
✅Free Strategy Session ✅ https://www.foundryfinancial.org/retirement-assessment *Right Capital*: https://foundryfinancial.typeform.com/rightcapital Kevin shares six yes/no questions to determine whether it’s time to retire, based on a client’s concern about how to know she’s truly ready. He covers w...
5 Simple Ways to Increase Social Security
✅Free Strategy Session ✅ https://www.foundryfinancial.org/retirement-assessment *RightCapital Trial*: https://foundryfinancial.typeform.com/rightcapital Kevin explains how Social Security benefits are calculated and shares five ways to potentially increase them. 00:00 Social Security Boosts 00:57 Ho...
9 Signs You’re Doing Better Than Most Retirees
✅Free Strategy Session ✅ https://www.foundryfinancial.org/retirement-assessment Most people who are well-prepared for retirement have convinced themselves they're behind. In this video, I walk through 9 signs you're actually doing better than most American retirees — even if it doesn't feel that way...
Your Brain Peaks at 53 — Here's What Happens to Your Money After That
✅Free Strategy Session ✅ https://www.foundryfinancial.org/retirement-assessment Kevin explains research showing financial decision-making peaks around age 53, financial literacy declines about 2% per year after 60, and confidence often doesn’t decline—creating risk in retirement as financial complex...
You Have More Money Than You Think — I'll Prove It
✅Free Strategy Session ✅ https://www.foundryfinancial.org/retirement-assessment ✅Net worth Calculator ✅ https://www.foundryfinancial.org/real-net-worth-calculator Kevin explains why traditional net worth (assets minus debts) can be incomplete for retirees because it ignores the value of Social Secur...