# ![@retirewithjulia Avatar](https://lunarcrush.com/gi/w:26/cr:youtube::UCASIoRb-zRL4eAiKjU0BmmQ.png) @retirewithjulia Retire with Julia, CFP®

Retire with Julia, CFP® posts on YouTube about retirement, make no, accuracy, if you the most. They currently have [------] followers and [--] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/youtube::UCASIoRb-zRL4eAiKjU0BmmQ/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:youtube::UCASIoRb-zRL4eAiKjU0BmmQ/c:line/m:interactions.svg)

- [--] Week [------] -24%
- [--] Month [-------] -61%
- [--] Months [---------] +55%
- [--] Year [---------] +467%

### Mentions: [--] [#](/creator/youtube::UCASIoRb-zRL4eAiKjU0BmmQ/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:youtube::UCASIoRb-zRL4eAiKjU0BmmQ/c:line/m:posts_active.svg)

- [--] Week [--] +87%
- [--] Month [--] +22%
- [--] Months [--] +40%
- [--] Year [--] +163%

### Followers: [------] [#](/creator/youtube::UCASIoRb-zRL4eAiKjU0BmmQ/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:youtube::UCASIoRb-zRL4eAiKjU0BmmQ/c:line/m:followers.svg)

- [--] Week [------] +0.34%
- [--] Month [------] +1.70%
- [--] Months [------] +34%
- [--] Year [------] +337%

### CreatorRank: [---------] [#](/creator/youtube::UCASIoRb-zRL4eAiKjU0BmmQ/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:youtube::UCASIoRb-zRL4eAiKjU0BmmQ/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  96.7% [social networks](/list/social-networks)  4.4% [technology brands](/list/technology-brands)  4.4% [financial services](/list/financial-services)  1.1% [countries](/list/countries)  1.1%

**Social topic influence**
[retirement](/topic/retirement) 89.01%, [make no](/topic/make-no) 56.04%, [accuracy](/topic/accuracy) 56.04%, [if you](/topic/if-you) 7.69%, [financial planner](/topic/financial-planner) 6.59%, [investment](/topic/investment) 6.59%, [advice](/topic/advice) 6.59%, [stay connected](/topic/stay-connected) 5.49%, [how to](/topic/how-to) 4.4%, [youtube](/topic/youtube) 4.4%

**Top accounts mentioned or mentioned by**
[@retirementtravelers](/creator/undefined)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Why you need a CERTIFIED FINANCIAL PLANNER Take control of your retirement https://www.ursadvisory.com/retirement-roadmap Learn the three main differences between a regular financial advisor and a CERTIFIED FINANCIAL PLANNER. Also understand the red and green flags to watch out for when interviewing a potential advisor. 0:00 Introduction 0:50 First Difference 2:04 Second Difference 2:50 Third Difference 3:41 First Red Flag 4:07 Second Red Flag 4:20 Third Red Flag 4:51 First GREEN Flag 5:16 Second GREEN Flag 5:40 Third GREEN Flag POPULAR RETIREMENT VIDEOS: 1) How to Invest Once You Retire- The"  
[YouTube Link](https://youtube.com/watch?v=LjO-lX_vvGk)  2024-06-15T12:00Z 59.7K followers, [----] engagements


"If This Is You NEVER Retire Before [--] (Even If You Can Afford It) Take control of your retirement: https://bit.ly/URSAdvisory Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before making"  
[YouTube Link](https://youtube.com/watch?v=PdqQHNB8uMk)  2026-02-07T13:00Z 59.8K followers, 18.5K engagements


"Once Retirees Watch This They Realise RMDs Are Easy Take control of your retirement: https://bit.ly/URSAdvisory Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before making any financial"  
[YouTube Link](https://youtube.com/watch?v=R_Nhv1sPnLA)  2025-12-13T13:00Z 59.8K followers, [----] engagements


"I'm a Retirement Advisor. Here's [--] Regrets Rich Retirees Have At [--] Take control of your retirement https://www.ursadvisory.com/retirement-roadmap Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified"  
[YouTube Link](https://youtube.com/watch?v=YwzZ7q74zLk)  2025-02-15T13:00Z 59.6K followers, 48.3K engagements


"If You Are THIS Retiree You Are 5x Richer Than You Think Take control of your retirement: https://bit.ly/URSAdvisory Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before making any"  
[YouTube Link](https://youtube.com/watch?v=haq_3ZlCamk)  2025-11-01T12:01Z 59.8K followers, 140.7K engagements


"The $2M Retirement I Planned For Disappeared (Here's Why) Take control of your retirement: https://bit.ly/URSAdvisory Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before making any"  
[YouTube Link](https://youtube.com/watch?v=sdtu8hbJviU)  2026-01-17T13:01Z 59.8K followers, 21.2K engagements


"Harsh Reality - 401k Withdrawals Are Not What You Think Take control of your retirement: https://bit.ly/URSAdvisory Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before making any"  
[YouTube Link](https://youtube.com/watch?v=3FOppN12DxY)  2025-09-27T12:00Z 59.8K followers, 42.6K engagements


"59 With $2.8M And Still Not Retired Watch This Take control of your retirement: https://bit.ly/URSAdvisory Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before making any financial"  
[YouTube Link](https://youtube.com/watch?v=E3UakbqX8Pc)  2025-12-20T13:00Z 59.8K followers, 22K engagements


"You Will Never Retire Happy Until You Learn This Take control of your retirement: https://bit.ly/URSAdvisory Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before making any financial"  
[YouTube Link](https://youtube.com/watch?v=Jhr1N3g76M8)  2025-11-08T13:00Z 59.8K followers, 31.7K engagements


"I am [--] with $1500000. Can I Retire Now AND Spend $10k A Month Take control of your retirement https://www.ursadvisory.com/retirement-roadmap Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified"  
[YouTube Link](https://youtube.com/watch?v=MZjwISRArX0)  2025-05-17T12:00Z 59.8K followers, 185K engagements


"Im [--] With $1.5M in a 401(k): Can I Retire Early With Just That Take control of your retirement: https://bit.ly/URSAdvisory Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before making"  
[YouTube Link](https://youtube.com/watch?v=NJ9kd8P3MAs)  2025-11-22T13:00Z 59.8K followers, 82.6K engagements


"Retiring at [--] How $2M Turns Into $4M Without Working Take control of your retirement: https://bit.ly/URSAdvisory Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before making any"  
[YouTube Link](https://youtube.com/watch?v=NVv1SEythik)  2025-12-06T13:00Z 59.8K followers, 39K engagements


"Retire with $750k The Roth Trap You Didnt See Coming Take control of your retirement: https://bit.ly/URSAdvisory Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before making any financial"  
[YouTube Link](https://youtube.com/watch?v=QaZ_gv6sVf0)  2025-08-23T12:00Z 59.8K followers, 32K engagements


"7 Assets You'll NEVER Regret Buying in Retirement. Take control of your retirement https://www.ursadvisory.com/retirement-roadmap Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before"  
[YouTube Link](https://youtube.com/watch?v=RfeH2G8NyT4)  2025-05-10T12:00Z 59.8K followers, 78.3K engagements


"Average Retirement Savings By Age 55/60/65 - Where Are You Take control of your retirement https://www.ursadvisory.com/retirement-roadmap NOTE: Between 2:26-2:28 the number on the screen is the CORRECT number. Vanguard's Study: https://institutional.vanguard.com/insights-and-research/report/how-america-saves.html Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources;"  
[YouTube Link](https://youtube.com/watch?v=SKoCOLgLffY)  2025-02-01T13:55Z 59.8K followers, 471.5K engagements


"CFP Explains: 8-10% Guaranteed Annuity Rates NOT SO FAST Have you read the newspaper ads for annuities that promise 8-10% guaranteed returns each year Can this really be true Join Julia Lembcke CERTIFIED FINANCIAL PLANNER and Managing Director of URS Advisory as she uncovers how fixed indexed annuities really work- the good the bad and the ugly. 0:00- Introduction 1:00- The Two Separate Account Values of FIAs 2:00- Explaining the Phantom Account Value/Income Rider Base 3:40- FIAs with Income Riders for Pension Rollovers 3:58- FIA Terms to Avoid 4:32- Pros and Cons of FIAs for Guaranteed"  
[YouTube Link](https://youtube.com/watch?v=V3QB6Z2IR_k)  2024-03-24T18:09Z 59.8K followers, [----] engagements


"How to Invest Once You Retire Julia Lembcke CFP URS Advisory In this informative video financial expert Julia Lembcke CFP explains how to structure your investments to cover your income needs and grow over the long term in retirement. Retirees often face the risk of sequence of returns where poor investment returns and the timing of withdrawals can impact their portfolio. Julia guides you through the concept of investment bucketing which involves segmenting your money into different buckets based on timeframes. By doing so you can effectively combat the sequence of returns risk and ensure a"  
[YouTube Link](https://youtube.com/watch?v=_1Z-JjqfSFs)  2024-01-03T15:58Z 59.8K followers, 178.7K engagements


"Once I Show Retirees This Data They No Longer Worry About Investing Take control of your retirement https://www.ursadvisory.com/retirement-roadmap Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified"  
[YouTube Link](https://youtube.com/watch?v=acLtQveckPE)  2025-04-05T12:00Z 59.8K followers, 334.6K engagements


"The Magic of the [--] Years BEFORE Retirement (Double your savings) Take control of your retirement https://www.ursadvisory.com/retirement-roadmap Compound interest calculator: https://www.moneygeek.com/compound-interest-calculator/ Videos Referenced: - MEGA Backdoor Roth Conversion Explained https://www.youtube.com/watchv=ZdrW5JlOO7o&t=124s - Do You Have A Ticking TAX Time Bomb https://www.youtube.com/watchv=T0m7AaI4UXs&t=234s POPULAR RETIREMENT VIDEOS: 1) How to Invest Once You Retire- The Bucketing Strategy: https://www.youtube.com/watchv=_1Z-JjqfSFs&t=2s 2) How to Pay $0 in tax on a high"  
[YouTube Link](https://youtube.com/watch?v=axGZkBz91Uc)  2024-07-06T12:00Z 59.8K followers, 298.1K engagements


"We Are [--] With $4100000 in Savings. How Much Can We Spend In Retirement Take control of your retirement https://www.ursadvisory.com/retirement-roadmap Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified"  
[YouTube Link](https://youtube.com/watch?v=ctwG8x-RD0A)  2025-03-29T12:00Z 59.8K followers, 132.7K engagements


"Why Everything in Retirement Changes If You Have a Pension Take control of your retirement https://www.ursadvisory.com/retirement-roadmap Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional"  
[YouTube Link](https://youtube.com/watch?v=fbIcrE8JQAU)  2025-03-01T13:00Z 59.8K followers, 633.5K engagements


"If You Are THIS Retiree You Are 5x Richer Than You Think In todays video I break down why a certain type of retiree is actually five times richer than they think even if their account balance doesnt look impressive on paper. After working with countless clients who fit this profile Ive found that many retirees have hidden retirement wealth that traditional planning overlooks. Most people follow the standard rule: reduce stock exposure as you get older and shift more into bonds or cash. But groundbreaking research flips that idea upside down with the Reverse Equity Glide Path a retirement"  
[YouTube Link](https://youtube.com/watch?v=hmlxTsS6_bI)  2025-11-19T18:30Z 59.8K followers, 46.4K engagements


"Stop Ignoring Your Pension. Do This Instead (Real Math) Take control of your retirement: https://bit.ly/URSAdvisory Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before making any"  
[YouTube Link](https://youtube.com/watch?v=iFR7-kjTpas)  2025-08-30T12:01Z 59.8K followers, 62.8K engagements


"The WORST Retirement Lies Told By Finance Gurus Take control of your retirement https://www.ursadvisory.com/retirement-roadmap Join our Email List: https://mailchi.mp/ursadvisory/stay-connected What Happens When You Inherit An IRA: https://www.youtube.com/watchv=BKOEe9awGB4&t=269s Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as"  
[YouTube Link](https://youtube.com/watch?v=j6BFf8bAKYQ)  2024-10-12T12:06Z 59.8K followers, 353.2K engagements


"If You Are These [--] Types of Retiree You Are Richer Than You Think Take control of your retirement: https://bit.ly/URSAdvisory ** PS: My apologies for the lower video quality in this recording. The issue has been resolved and future videos will look much sharper. Thank you for your patience ** Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no"  
[YouTube Link](https://youtube.com/watch?v=jpMhWGV2YFc)  2025-10-18T12:01Z 59.8K followers, 289.3K engagements


"I'm [--] With $5M Saved. Can I Retire Now & Spend $15k/Month Take control of your retirement: https://bit.ly/URSAdvisory Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before making any"  
[YouTube Link](https://youtube.com/watch?v=k1t1wgLQWo8)  2025-10-25T12:01Z 59.8K followers, 34.7K engagements


"What Life With A $3.5M Retirement Portfolio Looks Like Take control of your retirement https://www.ursadvisory.com/retirement-roadmap Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before"  
[YouTube Link](https://youtube.com/watch?v=lcHjBZhmtDc)  2025-02-22T12:01Z 59.8K followers, 243.6K engagements


"Do YOU Need Long-Term Care Insurance If theres one thing that can throw off a great financial and retirement plan its the cost of long-term care. Do you know if you can afford to self-insure for long-term care How might this affect your family Learn how to determine if long-term care is needed and what your coverage options are. 0:00 Introduction 1:15 What Is Long-Term Care 1:53 What Does Medicare Cover 2:19 Why Would I Need Long-Term Care 2:53 Key Statistics 3:29 A Womans Risk 4:02 The Cost of Care 6:21 LTC Analysis 6:44 Tips to Avoid Insurance 7:30 Qualifying for Insurance 8:02 Traditional"  
[YouTube Link](https://youtube.com/watch?v=nGBdSxHOJgY)  2024-04-13T12:00Z 59.8K followers, 21.7K engagements


"The ROTH Conversion Lies That Retirees Believe (And What To Do Instead) Take control of your retirement: https://bit.ly/URSAdvisory Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before"  
[YouTube Link](https://youtube.com/watch?v=q5-6qixu7M8)  2025-08-16T12:01Z 59.8K followers, 101.8K engagements


"CFP Explains: My FAVORITE Fixed Annuity ***RATES USED WERE FROM DECEMBER 2023- CHECK CURRENT RATES*** Are you curious about fixed annuities now that you're approaching retirement Then this is the video for you. Join Julia Lembcke CFP as she uncovers the pros and cons of her favorite fixed income annuity. Also learn abut the top-rated carrier options and how they can provide a secure income stream during retirement. Watch now and take control of your financial future with expert advice 00:00:00 Introduction to Multi-Year Guarantee Annuities for Retirement Planning 00:00:20 Expertise in"  
[YouTube Link](https://youtube.com/watch?v=qdyQauxaVF8)  2024-02-25T21:57Z 59.8K followers, 27.1K engagements


"CFP Answers: Are Annuities Good or Bad Learn the pros and cons. Do you have misconceptions about annuities Let's dispel the myths and uncover the facts together Julia Lembcke a certified financial planner delves into the world of annuities in her enlightening review. Whether you're considering Fixed Indexed or Variable annuities her insights will shed light on the truth behind these investment options. Key Takeaways: - Annuities are a valuable tool for retirement planning offering tax-deferred growth and income streams. - Understanding the differences between Fixed Indexed and Variable"  
[YouTube Link](https://youtube.com/watch?v=saVbi16SMQY)  2024-02-19T14:29Z 59.8K followers, 28.9K engagements


"Why Retiring Early Gave Me My Life Back Take control of your retirement: https://www.ursadvisory.com/retirement-roadmap Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before making any"  
[YouTube Link](https://youtube.com/watch?v=vRaJe_xG1Is)  2025-08-02T12:01Z 59.8K followers, 69.7K engagements


"4 Reasons to Retire at [--] With $1.5M or Less Take control of your retirement: https://bit.ly/URSAdvisory Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before making any financial"  
[YouTube Link](https://youtube.com/watch?v=yccZUpAqPC4)  2025-09-06T12:02Z 59.8K followers, 170.4K engagements


"It's A Lie: Why You Shouldn't Follow This ROTH Conversion Advice Take control of your retirement: https://bit.ly/URSAdvisory Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before making"  
[YouTube Link](https://youtube.com/watch?v=23ClmD-CROk)  2026-01-24T13:00Z 59.8K followers, 31.9K engagements


"Do You Owe TAXES When You Inherit An Annuity Take control of your retirement https://www.ursadvisory.com/retirement-roadmap POPULAR RETIREMENT VIDEOS: 1) How to Invest Once You Retire- The Bucketing Strategy: https://www.youtube.com/watchv=_1Z-JjqfSFs&t=2s 2) We Are [--] With $1800000 in Savings Why Can't We Retire https://www.youtube.com/watchv=vkrveDENGPE&t=1s 3) How to Pay $0 in tax on a high income (NO Roth Conversions needed) https://www.youtube.com/watchv=ZOBQogWMsTo 4) The [--] Biggest Expenses in Retirement: https://www.youtube.com/watchv=N2efeEUAC4U&t=95s 5) Can You Retire On $1500000:"  
[YouTube Link](https://youtube.com/watch?v=KgAfyEOWyNo)  2024-12-21T13:00Z 59.7K followers, [----] engagements


"Everything To Know About Retirement Taxes at [--] (before it's late) Take control of your retirement: https://bit.ly/URSAdvisory Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before making"  
[YouTube Link](https://youtube.com/watch?v=RYjr-HR1eEI)  2025-09-13T12:00Z 59.8K followers, [----] engagements


"The Hidden Cost Of Delaying Social Security (Nobody Tells You This) Take control of your retirement: https://bit.ly/URSAdvisory TVM Tool: https://opensocialsecurity.com/ Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial"  
[YouTube Link](https://youtube.com/watch?v=UhOu6a3vOkg)  2026-01-10T13:01Z 59.8K followers, 26.7K engagements


"I did this at [--] Now I Spend $10k/Month in Retirement Take control of your retirement: https://bit.ly/URSAdvisory Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before making any"  
[YouTube Link](https://youtube.com/watch?v=uA-Eq-3wtZw)  2026-01-31T13:01Z 59.8K followers, 21.6K engagements


"The Scariest Retirement Regrets Youll Never Hear Take control of your retirement: https://www.ursadvisory.com/retirement-roadmap Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before"  
[YouTube Link](https://youtube.com/watch?v=0DxNW2b6d1E)  2025-07-19T12:00Z 59.8K followers, 43.1K engagements


"CFP Defines: The Ideal Spending Plan Are you wondering how to budget your paycheck so that you can still have fun while saving for your future Join Certified Financial Planner Professional and Managing Director of URS Advisory Julia Lembcke as she shares the ideal spending plan formula. It's simple for anyone working towards retirement to implement. Click below to learn WHERE to save your 15%-35%: https://www.youtube.com/watchv=aqrz6bt9UDc&t=27s 00:00:00 Ideal Spending Plan Formula for Budgeting Your Paycheck 00:00:36 Ideal Spending Plan for Future Retirees 00:01:22 Budgeting and Saving for a"  
[YouTube Link](https://youtube.com/watch?v=3CQIdyRGA5A)  2024-03-04T00:37Z 54.4K followers, [----] engagements


"Why Maxing out Your 401(k) Is Worse Than You Think. Take control of your retirement https://www.ursadvisory.com/retirement-roadmap Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before"  
[YouTube Link](https://youtube.com/watch?v=5X7ns0Vu3f4)  2025-04-26T12:00Z 59.8K followers, 51.1K engagements


"Major Update on Able Accounts Age of Eligibility Extended to [--] URS Advisory In this highly informative video Corinne Poor a chartered special needs consultant at URS Advisory shares exciting news about the significant advancement in Able accounts. Discover how the age of eligibility for this fantastic disability benefit has been extended from a diagnosis at age [--] or earlier to now encompass individuals up until age [--] or earlier in life This game-changing modification set to commence in [----] opens up the door for a larger group of people to leverage this invaluable resource. Join us and"  
[YouTube Link](https://youtube.com/watch?v=8nOmENQQgmI)  2023-12-07T16:08Z 57.8K followers, [---] engagements


"7 Retirement Lies The Top 1% Dont Want You To Hear Take control of your retirement: https://www.ursadvisory.com/retirement-roadmap Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before"  
[YouTube Link](https://youtube.com/watch?v=Ekhyf9Af4OY)  2025-07-12T12:00Z 59.8K followers, 42.1K engagements


"The Surprising Reality Of How Much You Need To Retire In [----] Take control of your retirement https://www.ursadvisory.com/retirement-roadmap Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional"  
[YouTube Link](https://youtube.com/watch?v=HD2i04Ht8Pw)  2025-06-21T12:00Z 59.8K followers, 87.7K engagements


"CFP Answers: Can You Retire with $750000 ** RATES USED WERE FROM MARCH [----]. CHECK CURRENT RATES ** Can you retire with $750000 Are you a retiree worried about the sequence of returns risk and how it may impact your financial future In this video Julia Lembcke CERTIFIED FINANCIAL PLANNER shares valuable insights and strategies to structure your investments and ensure a steady income stream while growing your assets over the long term. Original URS Bucketing Strategy Video Here: How to Invest Once You Retire Julia. Discover how to segment your money into different buckets tailored to your"  
[YouTube Link](https://youtube.com/watch?v=L9Im6q4N-8Q)  2024-03-30T12:00Z 58.2K followers, [----] engagements


"After [--] Months This Retirees Plan Completely Collapsed. Here's Why. Take control of your retirement https://www.ursadvisory.com/retirement-roadmap Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified"  
[YouTube Link](https://youtube.com/watch?v=L_cLbE82-yc)  2025-06-14T12:00Z 59.8K followers, 40.1K engagements


"What [---] Retirees Regret Most About Working Past [--] Take control of your retirement: https://bit.ly/URSAdvisory Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before making any financial"  
[YouTube Link](https://youtube.com/watch?v=Nw1qeNAGepk)  2025-11-29T13:00Z 59.8K followers, 20.8K engagements


"I Can't Keep Up With All These References. I wonder if Simon was a Starman fan. Follow me lol: https://twitter.com/Le_Unorthodox Follow me lol: https://bsky.app/profile/leunorthodox.bsky.social Second channel: https://www.youtube.com/channel/UCEG_QK5tOBsqyhBdIgv63Ug #shorts #fionnaandcake #adventuretime #nostalgia #cartoonnetwork #disney #cartoon #memes #clips"  
[YouTube Link](https://youtube.com/watch?v=S-D98sB_9x4)  2025-12-09T05:54Z 243K followers, 1.9M engagements


"If You Are These [--] Types of Retiree You Are Richer Than You Think In this video I break down the five types of retirees who are much richer than they think even if their account balance says otherwise. From mortgage-free retirees modest spenders and pension holders to low-tax-bracket retirees and highly flexible retirees each group has hidden financial advantages that dramatically increase retirement security. Learn how these traits can help you retire earlier reduce stress and build sustainable wealth. If you want to understand which category you fall into and how to leverage it this video"  
[YouTube Link](https://youtube.com/watch?v=SPTUsgDkaQA)  2025-11-19T20:00Z 55.4K followers, [---] engagements


"CFP Answers: Do You Have A Ticking TAX Time Bomb **Retirement Planning Alert: The Tax Time Bomb** 🚨 Are you inadvertently setting yourself up for a tax headache in your golden years Julia Lembcke CFP sheds light on crucial aspects of retirement savings that demand our attention: - **Tax Diversification**: It isn't just about *how much* you save but *where* you're saving it - **Lifetime Wealth Accumulation**: Are we considering the tax impact across your entire lifetime not just year-to-year Let's discuss: - ✅ Max-funding Traditional Retirement Accounts - ✅ Anticipating Future Tax Rates - ✅"  
[YouTube Link](https://youtube.com/watch?v=T0m7AaI4UXs)  2024-01-31T16:57Z 58.1K followers, [----] engagements


"How Does Retirement Change Once You Save $300k/$650k/$2M Take control of your retirement https://www.ursadvisory.com/retirement-roadmap Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional"  
[YouTube Link](https://youtube.com/watch?v=W-sggg0wUfY)  2024-09-28T12:00Z 58.6K followers, 42.4K engagements


"How to pay $0 in tax on a high income (NO Roth conversions needed) Take control of your retirement https://www.ursadvisory.com/retirement-roadmap Watch to learn how one couple paid $0 in tax on their retirement income and how they can save $86000 over their lifetime WITHOUT a Roth Conversion. 0:00 Introduction 1:53 The Case Facts 3:21 Conventional Wisdom 4:05 How they pay $0 in tax 6:03 How they save $86000 over their lives POPULAR RETIREMENT VIDEOS: 1) How to Invest Once You Retire- The Bucketing Strategy: https://www.youtube.com/watchv=_1Z-JjqfSFs&t=2s 2) The [--] Biggest Expenses in"  
[YouTube Link](https://youtube.com/watch?v=ZOBQogWMsTo)  2024-06-22T12:00Z 56.1K followers, 20.7K engagements


"MEGA Backdoor Roth Conversion Explained (2 Simple Steps) Take control of your retirement https://www.ursadvisory.com/retirement-roadmap Are you contributing to the after-tax portion of your 401k to save as much as possible for retirement Watch this short video to learn how to turn that after-tax bucket of money into a TAX-FREE bucket with TWO easy steps 0:00 Introduction 1:15 A Major Gripe 1:55 An Important Question 2:23 The Definition 3:57 [--] Buckets of your 401k 4:31 The Mechanics 5:40 [--] Question Filter Watch the TICKING TAX TIME BOMB VIDEO here:"  
[YouTube Link](https://youtube.com/watch?v=ZdrW5JlOO7o)  2024-06-01T12:00Z 54.7K followers, 18.4K engagements


"3 Shocking Spending Truths From [------] Retirees Take control of your retirement: https://bit.ly/URSAdvisory Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before making any financial"  
[YouTube Link](https://youtube.com/watch?v=fM0AI9wFinI)  2025-12-27T13:01Z 59.8K followers, 14K engagements


"I'm [--] With $1.8M. Should I Avoid ROTH Conversions Take control of your retirement https://www.ursadvisory.com/retirement-roadmap Join our Email List: https://mailchi.mp/ursadvisory/stay-connected Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in"  
[YouTube Link](https://youtube.com/watch?v=h2ZpnFq-rgE)  2024-12-14T13:00Z 54.8K followers, 20.3K engagements


"The Retirement Payday Routine: How The Rich Pay Themselves Take control of your retirement https://www.ursadvisory.com/retirement-roadmap"  
[YouTube Link](https://youtube.com/watch?v=hNTXnv0O7ss)  2024-11-16T13:00Z 58.6K followers, 15.3K engagements


"How Smart Retirees STOP Worrying About Investing Take control of your retirement: https://bit.ly/URSAdvisory Study Referenced- https://www.exponentialview.co/p/is-ai-a-bubble Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial"  
[YouTube Link](https://youtube.com/watch?v=oJkPTqIRG1o)  2025-11-15T13:01Z 59.8K followers, 31.9K engagements


"I'm [--] With $600k In Savings. How Do I Retire Before [--] Take control of your retirement https://www.ursadvisory.com/retirement-roadmap Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional"  
[YouTube Link](https://youtube.com/watch?v=oQbEF-kxrwE)  2024-09-21T12:00Z 58.8K followers, 12.5K engagements


"I'm [--] With $750000 In Savings. How Do I Retire Today Take control of your retirement https://www.ursadvisory.com/retirement-roadmap"  
[YouTube Link](https://youtube.com/watch?v=ukh2CVkpFuo)  2024-10-26T12:01Z 58.4K followers, 17.5K engagements


"We Are [--] With $1800000 In Savings Why Cant We Retire Take control of your retirement https://www.ursadvisory.com/retirement-roadmap Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before"  
[YouTube Link](https://youtube.com/watch?v=vkrveDENGPE)  2024-06-29T12:00Z 58.5K followers, 133.7K engagements


"This ONE shift will transform your retirement Take control of your retirement: https://www.ursadvisory.com/retirement-roadmap Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before making"  
[YouTube Link](https://youtube.com/watch?v=x43gfLbMfwA)  2025-08-09T12:06Z 59.8K followers, 56.1K engagements


"Do You Owe TAXES When You Inherit a Bank or Brokerage Account Take control of your retirement https://www.ursadvisory.com/retirement-roadmap Join our Email List: https://mailchi.mp/ursadvisory/stay-connected What Happens When You Inherit An IRA: https://www.youtube.com/watchv=BKOEe9awGB4&t=269s Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no"  
[YouTube Link](https://youtube.com/watch?v=xFunfm5bPrQ)  2024-11-23T13:01Z 54.9K followers, [----] engagements


"How To Save $20000+ on Health Insurance as an Early Retiree Take control of your retirement: https://bit.ly/URSAdvisory Federal Poverty Level: https://www.healthcare.gov/lower-costs/ Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your"  
[YouTube Link](https://youtube.com/watch?v=BzfVbgNtycc)  2026-01-03T13:00Z 59.8K followers, 16.1K engagements


"Medigap vs. Medicare Advantage Julia Lembcke President and Managing Director URS Advisory 🔵 Decoding Medicare: What you need to know for [----] 🔵 Understanding Medicare can be complex especially for newcomers. Whether you're a healthcare professional helping your patients navigate this terrain or someone ready to retire this distilled rundown of the Medicare Basics for [----] is for you. 💡 Key Highlights: ✅ Medicare can be broadly categorized into two paths: Original Medicare (Parts A and B) and Medicare Advantage Plan (Part C). ✅ Original Medicare covers most of the medical costs but leaves"  
[YouTube Link](https://youtube.com/watch?v=4d6g14wl1Tw)  2023-11-20T17:23Z 45.4K followers, [---] engagements


"3 Uncomfortable Retirement Truths NO ONE Talks About Take control of your retirement https://calendly.com/admin-ozrj Join our Email List: https://mailchi.mp/ursadvisory/stay-connected What Happens When You Inherit An IRA: https://www.youtube.com/watchv=BKOEe9awGB4&t=269s Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its"  
[YouTube Link](https://youtube.com/watch?v=7b2Lj6ZYg2s)  2024-11-02T12:00Z [----] followers, [----] engagements


"5 Things EVERY Retiree Wishes They Knew Before They Retired Take control of your retirement https://www.ursadvisory.com/retirement-roadmap Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional"  
[YouTube Link](https://youtube.com/watch?v=ED2xORMG0Og)  2025-06-07T12:00Z 59.8K followers, [----] engagements


"All About The Florida [---] Plan Take control of your retirement https://www.ursadvisory.com/retirement-roadmap Bloomwell Calculator: https://v3.inviteeducation.com/tools/college_savings_estimator/568/ Florida [---] Website: https://www.myfloridaprepaid.com/savings-plan/gad_source=1&gclid=CjwKCAiA3Na5BhAZEiwAzrfagIRiZAp7Oqkiw5TYhm2BkiQdcQnux2puEJjm7IG_ISLRJd7qHb8dsRoCOIYQAvD_BwE Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions."  
[YouTube Link](https://youtube.com/watch?v=FHl9Csbvqlo)  2024-11-30T13:00Z 46.5K followers, [----] engagements


"If I Started Retirement Again Id Spend Completely Differently Take control of your retirement https://www.ursadvisory.com/retirement-roadmap Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional"  
[YouTube Link](https://youtube.com/watch?v=ITOIzMAV7Es)  2025-05-31T12:00Z 59.8K followers, 12.7K engagements


"The Social Security Iceberg: Why You're Claiming Wrong in [----] Take control of your retirement https://www.ursadvisory.com/retirement-roadmap Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified"  
[YouTube Link](https://youtube.com/watch?v=Isx4sXsNfmY)  2025-05-03T12:00Z 59.8K followers, 15.1K engagements


"Why The First [--] Years of Retirement Changes Everything Take control of your retirement https://www.ursadvisory.com/retirement-roadmap Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before"  
[YouTube Link](https://youtube.com/watch?v=KNh94MC9Yag)  2025-04-12T12:00Z 59.8K followers, 31.8K engagements


"Harsh Truth: Retiring Early Is WORSE Than You Think Take control of your retirement https://calendly.com/admin-ozrj Join our Email List: https://mailchi.mp/ursadvisory/stay-connected *IRMAA* was spelled incorrectly in this video.* Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and"  
[YouTube Link](https://youtube.com/watch?v=MEpwloQG1ME)  2024-08-24T20:03Z [----] followers, 11.8K engagements


"Dividends vs Annuities: Are You REALLY Ready For Retirement Take control of your retirement https://www.ursadvisory.com/retirement-roadmap Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional"  
[YouTube Link](https://youtube.com/watch?v=PxIJsan0fQk)  2025-04-19T12:00Z 59.8K followers, 12.4K engagements


"4 Steps to Secure an Early Retirement Julia Lembcke CFP URS Advisory Join our Email List: https://mailchi.mp/ursadvisory/stay-connected Schedule a 20-minute Conversation: https://www.ursadvisory.com/retirement-roadmap Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should"  
[YouTube Link](https://youtube.com/watch?v=SUSG0CT6O_c)  2023-10-23T15:49Z 42.6K followers, [----] engagements


"What [--] Years of Being An Advisor Finally Taught Me About Retirement Take control of your retirement https://www.ursadvisory.com/retirement-roadmap Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified"  
[YouTube Link](https://youtube.com/watch?v=TxIXtAx5ARo)  2025-03-15T12:00Z 59.8K followers, 48.8K engagements


"If I Inherit A House Will I Pay Tax Take control of your retirement https://calendly.com/admin-ozrj POPULAR RETIREMENT VIDEOS: 1) How to Invest Once You Retire- The Bucketing Strategy: https://www.youtube.com/watchv=_1Z-JjqfSFs&t=2s 2) We Are [--] With $1800000 in Savings Why Can't We Retire https://www.youtube.com/watchv=vkrveDENGPE&t=1s 3) How to Pay $0 in tax on a high income (NO Roth Conversions needed) https://www.youtube.com/watchv=ZOBQogWMsTo 4) The [--] Biggest Expenses in Retirement: https://www.youtube.com/watchv=N2efeEUAC4U&t=95s 5) Can You Retire On $1500000:"  
[YouTube Link](https://youtube.com/watch?v=V3KLL3ny5kI)  2024-12-28T13:00Z 10.7K followers, [---] engagements


"Your Retirement Portfolio Is Lying To You Heres Why Take control of your retirement https://www.ursadvisory.com/retirement-roadmap Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before"  
[YouTube Link](https://youtube.com/watch?v=YvZMGvDhnQ4)  2025-05-24T12:01Z 59.8K followers, 27.7K engagements


"Florida Prepaid VS Florida [---] Plan (Which one wins) Take control of your retirement https://www.ursadvisory.com/retirement-roadmap Join our Email List: https://mailchi.mp/ursadvisory/stay-connected To register for either: https://www.myfloridaprepaid.com/ Bloomwell [---] College Savings Calculator: https://v3.inviteeducation.com/tools/college_savings_estimator/568/ Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material"  
[YouTube Link](https://youtube.com/watch?v=_rIxtw6PXW8)  2024-10-05T12:00Z 48.1K followers, [----] engagements


"If You Notice THIS You Can Retire Earlier Than You Think Take control of your retirement: https://bit.ly/URSAdvisory Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before making any"  
[YouTube Link](https://youtube.com/watch?v=br3LFN4WMuk)  2025-09-20T12:01Z 59.8K followers, 33K engagements


"Fidelity Is Wrong Use This Savings Rule Instead Take control of your retirement https://www.ursadvisory.com/retirement-roadmap Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before making"  
[YouTube Link](https://youtube.com/watch?v=cIvTUs4LBuI)  2025-01-18T13:00Z 48.7K followers, 60.8K engagements


"I Spoke To 100s of Retirees: Here's What Most Advisors Get Wrong Take control of your retirement https://www.ursadvisory.com/retirement-roadmap Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified"  
[YouTube Link](https://youtube.com/watch?v=cyGMJeBdk5U)  2025-02-08T13:00Z 50.5K followers, 107.2K engagements


"Harsh Truth: You Are Saving For Retirement ALL WRONG. Take control of your retirement https://www.ursadvisory.com/retirement-roadmap Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before"  
[YouTube Link](https://youtube.com/watch?v=ijjC8gNGhU0)  2025-01-25T13:01Z 35.3K followers, 46.4K engagements


"This ONE Trick Can Save Retirees Thousands in Taxes Take control of your retirement: https://www.ursadvisory.com/retirement-roadmap Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before"  
[YouTube Link](https://youtube.com/watch?v=jOEE5nf7w2k)  2025-07-26T12:01Z 59.8K followers, 193.7K engagements


"Advisor Explains: The Right Way to Teach Kids About Money Take control of your retirement: https://bit.ly/URSAdvisory Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before making any"  
[YouTube Link](https://youtube.com/watch?v=kIFpKYFklCI)  2025-10-04T12:01Z 59.8K followers, [----] engagements


"Im [--] with $1M. Should I Claim Social Security at [--] Take control of your retirement https://calendly.com/admin-ozrj Join our Email List: https://mailchi.mp/ursadvisory/stay-connected Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your"  
[YouTube Link](https://youtube.com/watch?v=r5tqLq_tMyw)  2024-07-27T12:01Z [----] followers, 61.9K engagements


"3 Tax-Friendly Ways To Donate Take control of your retirement https://www.ursadvisory.com/retirement-roadmap Join our Email List: https://mailchi.mp/ursadvisory/stay-connected Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your"  
[YouTube Link](https://youtube.com/watch?v=rZr5SR4R0JM)  2024-08-03T12:00Z 46.2K followers, [----] engagements


"Retirement Expert Explains: [--] Signs You're Not Ready To Retire Take control of your retirement https://www.ursadvisory.com/retirement-roadmap Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified"  
[YouTube Link](https://youtube.com/watch?v=rhV1Qmg36TY)  2025-01-11T13:01Z 47.4K followers, 11.9K engagements


"8 Simple Habits That Will Completely Change Your Retirement Take control of your retirement https://www.ursadvisory.com/retirement-roadmap Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional"  
[YouTube Link](https://youtube.com/watch?v=utU1xP1uDPo)  2025-06-28T12:01Z 59.8K followers, 19.5K engagements


"The Cost of Letting Go Why Retirement After [--] Is SO Hard Take control of your retirement https://www.ursadvisory.com/retirement-roadmap Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional"  
[YouTube Link](https://youtube.com/watch?v=v5GbTEVLMqg)  2025-03-08T13:01Z 59.8K followers, 12.5K engagements


"Beautiful Bill Explained: Avoid Costly Giving Mistakes in [----] Take control of your retirement: https://bit.ly/URSAdvisory Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before making any"  
[YouTube Link](https://youtube.com/watch?v=xW81fPrTnzM)  2025-10-11T12:01Z 59.8K followers, [----] engagements


"How to Retire So Quickly It Feels Illegal Take control of your retirement: https://www.ursadvisory.com/retirement-roadmap Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before making any"  
[YouTube Link](https://youtube.com/watch?v=yzSolLys4KU)  2025-07-05T12:53Z 59.8K followers, [----] engagements


"3 HUGE Opportunities Most Retirees Miss Take control of your retirement https://www.ursadvisory.com/retirement-roadmap Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before making any"  
[YouTube Link](https://youtube.com/watch?v=zwBiXdSvrjE)  2025-03-22T12:01Z 59.8K followers, 68.1K engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing