5 • 706 Ratings
🗓️ 30 January 2025
⏱️ 16 minutes
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0:00.0 | All right, you and I talk a lot about ways that we could imagine a better future for a lot of clients, ways that we can impact more people, ways that we can go beyond what you might consider traditional financial advice of work with people 101. |
0:12.5 | And we talked about that before. |
0:14.4 | And yeah, that's part of our vision to say how can we expand access to high quality financial advice, maybe even non-traditional ways. |
0:20.8 | And we've got an |
0:21.9 | exciting announcement today to talk about one way in which we're going to begin doing that |
0:26.8 | and some of the benefits that we hope to extend to a lot of people. |
0:32.4 | This is another episode of Ready for Retirement. I'm your host, James Connell, and I'm here to |
0:36.8 | teach you how to get the most of the life with your money. And now, on to the episode. |
0:42.7 | So what do we have going on that people can be excited about? We have Roots New Retirement Community. And the reason we're launching this is because it's more, if you have a portfolio with plenty of money and you feel you can retire confidently, for some reason, because you're a human, not a robot, that doesn't give you total peace of mind. |
1:04.3 | And it's one thing to hear from James or I in a video that you might be on track for retirement if your circumstances look similar. |
1:11.8 | But it's a different feeling when there's someone else in that community that you can communicate with who says, |
1:17.2 | hey, James, I was in a similar spot and I had anxiety. And here's what I did to combat that. And |
1:22.4 | here's the trip I really took that changed my life. And you might end up meeting your best friend |
1:26.7 | in this community. |
1:32.3 | So this is a new route retirement community where if you want to have an awesome retirement, it goes beyond the finances. So we're really excited to launch this. Yeah, I think we talked about |
1:37.5 | what would we what would the perfect company look like? If you could imagine the financial |
1:44.0 | industry never existed, what would you |
1:45.5 | design? If you said, we want to actually help people get the most of the life with their money. |
1:49.7 | What things would you be doing? And I think, well, of course, like there's the traditional, |
1:53.2 | how do you invest your money to retire, how do you withdraw your money, how do you save on taxes, |
1:57.8 | how do you set up the right estate plan, get insurance, all that stuff, sure. |
2:03.7 | But that tends to be where the focus starts and ends for most companies. |
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