The 5 Stages of Retirement: What Every Retiree Must Know
Devin Carroll, CFP®
@devincarrollAbout
Hi, I’m Devin. I’m a financial planner who makes retirement planning easier to understand. I create content for successful retirees—especially those with $1 million or more saved—who want to make smart, confident money decisions. I cover Social Security, taxes, and investments, breaking it all down into clear, practical advice you can actually use. My mission is to bring clarity and confidence to your retirement plan. I’m not afraid to challenge conventional wisdom if it leads to better outcomes. If you want thoughtful strategies and straightforward guidance, subscribe for insights that make planning your next chapter less confusing. Since I don’t know the details of your personal situation, nothing in this video is personal financial advice. Everything here is general education. Be sure to consult your own tax, legal, or financial professionals before taking action.
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Video Description
Retirement is different for everyone, but most people go through five key phases. Each phase has its own challenges and rewards. Knowing what to expect can make moving into retirement smoother and more enjoyable. ___________________________________________________________________________________________________ 🔗 IMPORTANT LINKS 🔗 👍 Get confidence in your retirement with a clear plan for your income, Social Security, and taxes. Book a Retirement Clarity Meeting now! https://carrolladvisory.co/youtube1 📢 Get the Ultimate Retirement & Social Security Cheat Sheet Bundle! https://www.carrolladvisory.com/pl/2148282517 🚀 Start your journey to a CONFIDENT retirement! Use my link to sign up for a free trial of Boldin (formerly NewRetirement) and get a free digital copy of my best-selling book, Social Security Basics. https://www.devincarroll.com/boldin Disclaimers 👨🏻⚖️ 📜 HEAR YE HEAR YE: Some of my videos contain links to third party products, apps, and services. If you click through, I may receive a small referral fee to my media company (Carroll Media) through their referral program. Rest assured, I only recommend products or services that I believe will be helpful and informative to my audience. ⭐⚠️⭐Please read this⭐⚠️⭐ ⚠️I am not an attorney, SSDI advocate, or affiliated with the Social Security Administration or any other entity of the US Federal Government. I am a practicing financial planner, but I’m not YOUR financial planner and since I don’t really know you, I can’t give you advice. So please don’t take this video as specific advice for your specific situation. Consult your own tax, legal and financial advisors. 🙇🙇🙇🙇🙇 _________________________________
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