#  @seanatthepeakfp Sean At The PeakFP Sean At The PeakFP posts on YouTube about retirement, if you, financial, advice the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/youtube::UCjoiAvKvc1KQqBPpEk4WLEQ/interactions)  - [--] Week [------] -12% - [--] Month [-------] -29% - [--] Months [---------] +15,314% - [--] Year [---------] +2,355,868% ### Mentions: [--] [#](/creator/youtube::UCjoiAvKvc1KQqBPpEk4WLEQ/posts_active)  - [--] Week [--] +30% - [--] Month [--] -13% - [--] Months [--] +90% - [--] Year [--] +2,900% ### Followers: [------] [#](/creator/youtube::UCjoiAvKvc1KQqBPpEk4WLEQ/followers)  - [--] Week [------] +1.70% - [--] Month [------] +8.10% - [--] Months [------] +4,818% - [--] Year [------] +49,900% ### CreatorRank: [-------] [#](/creator/youtube::UCjoiAvKvc1KQqBPpEk4WLEQ/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [technology brands](/list/technology-brands) [social networks](/list/social-networks) [stocks](/list/stocks) [financial services](/list/financial-services) **Social topic influence** [retirement](/topic/retirement) #338, [if you](/topic/if-you), [financial](/topic/financial), [advice](/topic/advice) #1025, [held](/topic/held) #65, [comments](/topic/comments) #840, [views](/topic/views), [represent](/topic/represent) #575, [zone](/topic/zone) #1060, [youtube](/topic/youtube) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) ### Top Social Posts Top posts by engagements in the last [--] hours "How Many Retirees Actually Have $1M/$3M/$5M Saved. Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not" [YouTube Link](https://youtube.com/watch?v=FKKTjKD0B2o) 2025-12-28T22:00Z 12K followers, 13.9K engagements "Smart Retirees Know Exactly When Their 401(k) is Enough to Retire Early Work With Us: https://roadmap.thepeakfp.com/utm_campaign=331984105-YouTube%20Leads%20-%20Sean&utm_source=YouTube&utm_content=Smart_Retirees_Know_When_401K_Is_Enough If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and" [YouTube Link](https://youtube.com/watch?v=eJFznHFr6oI) 2026-02-14T22:00Z 12K followers, [----] engagements "The Hidden RMD Math Most Retirees Miss Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not verified may not" [YouTube Link](https://youtube.com/watch?v=Y1iTDwn7Pa0) 2025-11-19T22:00Z 12K followers, 63.8K engagements "If Youre These [--] Types Of Retirees Youre In The Top 1% Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation Loan Calculator: https://www.thecalculatorsite.com/finance/calculators/loan-payoff-calculator.php If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of" [YouTube Link](https://youtube.com/watch?v=atMOvWF9X4M) 2025-10-29T21:00Z 12K followers, 271.7K engagements "Why Everything Changes Once You Save $2M In Retirement Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not" [YouTube Link](https://youtube.com/watch?v=aTl_reFJeC0) 2025-10-15T21:00Z 12K followers, 199K engagements "401k vs Social Security vs Pension: Which Should You Claim First Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation Loan Calculator: https://www.thecalculatorsite.com/finance/calculators/loan-payoff-calculator.php If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the" [YouTube Link](https://youtube.com/watch?v=ho2goPKwl68) 2025-11-01T21:00Z 12K followers, 480.3K engagements "The Spending Plan to Enjoy Over $1M in Retirement Get Your Complimentary Retirement Readiness Review (Custom Video): https://theretirementreadinessreview.lpages.co/form/ Valuable Resources: www.morningstar.com/retirement/retirement-income Disclosure: The information presented herein is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon sources believed to be reliable we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and" [YouTube Link](https://youtube.com/watch?v=--ES60VkYtg) 2025-07-12T20:15Z [---] followers, [--] engagements "Should You Convert to a Roth The Pros Cons and Costly Mistakes Should You Convert to a Roth The Pros Cons and Costly Mistakes A Roth conversion can be a powerful tool for tax-free growth but if done incorrectly it can lead to costly tax consequences like higher Medicare premiums increased net investment income tax (NIIT) or push you into a higher tax bracket. Converting a traditional IRA to a Roth IRA provides benefits like tax-free growth and withdrawals but it requires careful planning to avoid potentially large tax costs and penalties. Roth conversions are particularly beneficial for" [YouTube Link](https://youtube.com/watch?v=-Vzu7rDNLnU) 2025-04-04T19:15Z [--] followers, [--] engagements "You CAN retire Before 65.But We Believe You Should Do These [--] Things 🎯5 Years (or Less) from Retirement Dont leave your future to guesswork. Get your personalized Retirement Readiness Review video. Answer just [--] quick questions to receive your custom video of your current retirement situation potential blind spots and answers to the Core [--] Retirement Questions you might have which are: [--] Do I have enough to retire [--] When can/should I retire [--] When should I file for SSA [--] How to invest in retirement 👉 Start Your Complimentary Review Now: https://theretirementreadinessreview.lpages.co/form/" [YouTube Link](https://youtube.com/watch?v=0HU0QIck9XE) 2025-04-18T21:00Z [--] followers, [--] engagements "5 Moves Investors Are Making in [----] (Are You Late) 🎯 [--] Years (or Less) from Retirement Dont leave your future to guesswork. Get your Personalized Retirement Readiness Video Review a custom walkthrough of your current plan potential blind spots and opportunities to retire with confidence. 👉 Start Your Complimentary Review Now: https://theretirementreadinessreview.lpages.co/form/ 📘 Prefer to DIY Your Retirement Plan Grab our Retirement Readiness Workbook your step-by-step guide to building a confident stress-free retirement on your own terms. 👉 Download Your Workbook Now:" [YouTube Link](https://youtube.com/watch?v=3KA2bEP0b90) 2025-04-11T19:15Z [--] followers, [--] engagements "5 Crucial Things to Ask Your FinancialAdvisor Get Your Complimentary Retirement Readiness Review (Custom Video): https://theretirementreadinessreview.lpages.co/form/ Valuable Resources: www.cfainstitute.org/about/press-room/2020/cfa-institute-survey-trust-in-investment-management www.nerdwallet.com/article/investing/how-much-does-a-financial-advisor-cost www.financestrategists.com/financial-advisor/advisor-cost/ Disclosure: The information presented herein is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes" [YouTube Link](https://youtube.com/watch?v=3Q9tZyq9Ccc) 2025-05-31T21:17Z [--] followers, [--] engagements "Don't Leave This Retirement Income Source Untapped (Home Equity) Are you sitting on a hidden source of retirement income For homeowners aged 62+ a reverse mortgage might offer tax-free funds using your homes equitywithout needing to sell. But its not for everyone. Understand the risks and benefits before you decide. Know someone whos done it Share their experience in the comments. Dont forget to subscribe for more retirement planning tips #RetirementIncome #HomeEquity #ReverseMortgage #RetirementTips #FinancialFreedom #SeniorFinance #HiddenIncome #SmartRetirement #AgingInPlace #TaxFreeIncome" [YouTube Link](https://youtube.com/watch?v=3QDCAQrY2Nw) 2025-05-03T12:15Z [--] followers, [---] engagements "What I Tell Clients Before Claiming at [--] Get Your Complimentary Retirement Readiness Review (Custom Video): https://theretirementreadinessreview.lpages.co/form/ Prefer to Talk to Sean Directly Skip The Line Here: https://form.typeform.com/to/d6sf1pXq Valuable Resources: www.SSA.gov Disclosure: The information presented herein is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon sources believed to be reliable we cannot assure the accuracy or completeness of these materials. The information in" [YouTube Link](https://youtube.com/watch?v=4IvlgFAfb84) 2025-07-25T19:06Z [---] followers, [--] engagements "Roth Conversion Myth: Is It Really the Right Move" [YouTube Link](https://youtube.com/watch?v=4UdNUepUnMk) 2025-04-03T19:15Z [--] followers, [--] engagements "Retiring at [--] Heres What the Smart 1% Retirees Avoid Get Your Complimentary Retirement Readiness Review (Custom Video): https://theretirementreadinessreview.lpages.co/form/ Valuable Resources: www.investopedia.com/millionaires-say-they-won-t-be-able-to-retire www.pnc.com/insights/corporate-institutional/manage-assets/early-withdrawal-penalties Disclosure: The information presented herein is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon sources believed to be reliable we cannot assure the" [YouTube Link](https://youtube.com/watch?v=5fKAB3ubCwA) 2025-05-16T20:27Z [--] followers, [----] engagements "Tax-Free Wealth: Smart Gifting Strategies Consider a simple strategy like gifting during your lifetime whether by utilizing the annual gift tax exclusion irrevocable trust or irrevocable trust with a life insurance policy otherwise known as an ILIT. These can all be great ways to utilize leverage and create tax-free wealth outside of your estate" [YouTube Link](https://youtube.com/watch?v=AxlQfRiIbo8) 2025-02-09T22:30Z [--] followers, [--] engagements "3 Levels of Retirement Spending If You Have +$1M Get Your Complimentary Retirement Readiness Review (Custom Video): https://theretirementreadinessreview.lpages.co/form/ Prefer to Talk to Sean Directly Skip the Line Here: https://form.typeform.com/to/d6sf1pXq Disclosure: The information presented herein is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon sources believed to be reliable we cannot assure the accuracy or completeness of these materials. The information in these materials may change at" [YouTube Link](https://youtube.com/watch?v=DUd0PU2kprQ) 2025-08-16T18:42Z [---] followers, [---] engagements "Where to Pull First to Make $1.6M Last Get Your Complimentary Retirement Readiness Review (Custom Video): https://theretirementreadinessreview.lpages.co/form/ Prefer to Talk to Sean Directly Skip the Line Here: https://form.typeform.com/to/d6sf1pXq Disclosure: The information presented herein is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon sources believed to be reliable we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time" [YouTube Link](https://youtube.com/watch?v=FnTdU4grLwk) 2025-08-23T22:12Z [---] followers, [---] engagements "Why 4% Spending May Not Be Enough in Retirement Get Your Complimentary Retirement Readiness Review (Custom Video): https://theretirementreadinessreview.lpages.co/form/ Valuable Resources: www.kitces.com/blog/estimating-changes-in-retirement-expenditures www.kitces.com/blog/retirement-income-guardrails-monte-carlo www.kitces.com/blog/monte-carlo-retirement-projection-probability www.whitecoatinvestor.com/the-4-rule-safe-withdrawal-rates/ Disclosure: The information presented herein is not specific to any individual's personal circumstances. These materials are provided for general information" [YouTube Link](https://youtube.com/watch?v=IOXS8PIexm0) 2025-07-05T22:45Z [---] followers, [---] engagements "What Equity Investors Will Be Doing in 2025" [YouTube Link](https://youtube.com/watch?v=IXsd1hu50S0) 2025-03-21T21:03Z [--] followers, [---] engagements "I'm a Retirement Planner: Here's Why I Warn Against 100% Pre-Tax Portfolios at [--] Get Your Complimentary Retirement Readiness Review (Custom Video): https://theretirementreadinessreview.lpages.co/form/ Valuable Resources: www.marketwatch.com/story/dodge-the-401-k-and-ira-ticking-tax-time-bomb www.fidelity.com/learning-center/smart-money/roth-ira-income-limits Disclosure: The information presented herein is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon sources believed to be reliable we cannot" [YouTube Link](https://youtube.com/watch?v=MHyz5r3ijwU) 2025-05-24T20:24Z [--] followers, [---] engagements "We Tested [--] Social Security Strategies. Here's When to Claim Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultationutm_source=Youtube&utm_medium=youtube+Video&utm_campaign=The+Saving+Paradox%3A+Why+Most+Retirees+Secretly+Struggle&utm_id=The+Saving+Paradox%3A+Why+Most+Retirees+Secretly+Struggle If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP Read a Sample Financial Plan: https://www.thepeakfp.com/blog/sample. _ _ Disclaimer: Please consult with your own tax legal and financial advisors for" [YouTube Link](https://youtube.com/watch?v=O0Qdvw6zmrA) 2025-09-20T12:43Z [---] followers, [---] engagements "Retirement Investing: Do Bonds Still Make Sensein2025 Want our Retirement Readiness Workbook Get it here: https://mailchi.mp/confluencefp/retirement-readiness-workbook Interested in a Retirement Consultation Call with Sean Schedule here: https://calendly.com/sean-stevenson-confluencefp/retirementconsultationcall #retirement #retirementplan #retirementincomeplanning #retirementincome #fiduciary #financialadvice #feebased #feebasedadvisor #feebasedfiduciary #financialplanner #certifiedfinancialplanner Valuable Resources www.investopedia.com/terms/d/diversification.asp" [YouTube Link](https://youtube.com/watch?v=OFIoq2RjHm0) 2025-03-07T21:00Z [--] followers, [--] engagements "What Age Should You Claim Social Security (Maximize Your Benefit) 🎯 Are you within [--] years of retirement It's natural to have questions about your savings retirement timeline and Social Security strategy. In our complimentary Retirement Readiness Review I will personally send you a 10-minute video where I walk through your current retirement situation highlight potential blind spots and provide clarity on the Core [--] Retirement Questions: [--] Do I have enough to retire [--] When can/should I retire [--] When should I file for SSA [--] How to invest in retirement All you have to do is answer [--] quick" [YouTube Link](https://youtube.com/watch?v=OWWTw7uIfQk) 2025-04-29T19:15Z [--] followers, [---] engagements "Want to Pay Less Taxes in Retirement Consider these4Strategies. 🎯 Thinking about retirement in the next few years Wed love to help you take the next step with clarity. As part of our process well send you a short personalized video that walks through your retirement outlookbased on just [--] simple questions (it only takes about [--] seconds). We'll also answer the Core [--] Retirement Questions: [--] Do I have enough saved [--] When can I actually retire and feel good about it [--] How will I make the most of Social Security [--] How do I protect and grow what Ive saved Youve worked hard to get here. Lets make" [YouTube Link](https://youtube.com/watch?v=OiZeRf-CvKg) 2025-04-24T19:30Z [--] followers, [--] engagements "Roth Conversions: Could You Benefit" [YouTube Link](https://youtube.com/watch?v=Os-RtrxVNzE) 2025-04-07T19:15Z [--] followers, [--] engagements "I'm [--] with $1.2M in my 401k. Can I Retire Get Your Complimentary Retirement Readiness Review (Custom Video): https://theretirementreadinessreview.lpages.co/form/ Prefer to Talk to Sean Directly Skip the Line Here: https://form.typeform.com/to/d6sf1pXq Disclosure: The information presented herein is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon sources believed to be reliable we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any" [YouTube Link](https://youtube.com/watch?v=P1PsEAyvOxo) 2025-09-08T19:45Z [---] followers, [--] engagements "Once You Understand This Youll Stop Working Past [--] Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultationutm_source=Youtube&utm_medium=youtube+Video&utm_campaign=The+Saving+Paradox%3A+Why+Most+Retirees+Secretly+Struggle&utm_id=The+Saving+Paradox%3A+Why+Most+Retirees+Secretly+Struggle If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP Read a Sample Financial Plan: https://www.thepeakfp.com/blog/sample. _ _ Disclaimer: Please consult with your own tax legal and financial advisors for" [YouTube Link](https://youtube.com/watch?v=Px93qzGPvmA) 2025-09-26T21:00Z [---] followers, [---] engagements "Create Your Own "Pension" in Retirement (Income Strategies) 🎯 Are you within [--] years of retirement It's natural to have questions about your savings retirement timeline and Social Security strategy. In our complimentary Retirement Readiness Review I will personally send you a 10-minute video where I walk through your current retirement situation highlight potential blind spots and provide clarity on the Core [--] Retirement Questions: [--] Do I have enough to retire [--] When can/should I retire [--] When should I file for SSA [--] How to invest in retirement All you have to do is answer [--] quick questions." [YouTube Link](https://youtube.com/watch?v=PxrwCnOaU4s) 2025-05-01T19:15Z [--] followers, [---] engagements "Is Retiring Early a GoodIdea (Even if Math SaysNo) Get Your Complimentary Retirement Readiness Review (Custom Video): https://theretirementreadinessreview.lpages.co/form/ Valuable Resources: www.ebri.org/retirement/retirement-confidence-survey www.retirementresearcher.com/the-4-rule-and-the-search-for-a-safe-withdrawal-rate www.hackyourwealth.com/4-percent-rule www.cdc.gov/nchs/fastats/older-american-health.htm www.michiganmedicine.org/health-lab/1-3-older-adults-still-experience-loneliness Disclosure: The information presented herein is not specific to any individual's personal" [YouTube Link](https://youtube.com/watch?v=QQoiepD4UPM) 2025-06-07T17:31Z [---] followers, [----] engagements "The Real Savings Target to Retire Comfortably By [--] Get Your Complimentary Retirement Readiness Review (Custom Video): https://theretirementreadinessreview.lpages.co/form/ Prefer to Talk to Sean Directly Skip the Line Here: https://form.typeform.com/to/d6sf1pXq Resources: www.bls.gov/cpi/factsheets/medical-care.htm Disclosure: The information presented herein is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon sources believed to be reliable we cannot assure the accuracy or completeness of these" [YouTube Link](https://youtube.com/watch?v=QR5aLv2LFlA) 2025-08-08T20:35Z [---] followers, [---] engagements "Could We See a [----] Market Crash Worse Than [----] Do This to Protect Your Money Will the next market crash be as bad as the dot-com crash Learn more about the possibility of a recession and how it could impact the economy. Understand the causes and effects of this significant event in financial history and how certain characteristics are similar to what we are facing in [----]. Want our Retirement Readiness Workbook Get it here: https://mailchi.mp/confluencefp/retirement-readiness-workbook Interested in a Retirement Consultation Call with Sean Schedule here:" [YouTube Link](https://youtube.com/watch?v=T65IDBmYzPQ) 2025-03-21T19:45Z [--] followers, [--] engagements "Retirees May Get Crushed by RMDs (and Dont EvenRealize) Think youve got your Required Minimum Distributions (RMDs) under control Think again. Many retirees unknowingly make RMD mistakes that trigger steep IRS penalties increase taxes and even raise Medicare premiums. In this video CERTIFIED FINANCIAL PLANNER Sean Stevenson walks you through [--] of the most common RMD mistakesand how to avoid themso you can protect your retirement savings and minimize surprises from Uncle Sam. 🔍 Heres what youll learn: The exact RMD deadlines (and what changes in 2033) How missing just ONE RMD can trigger a 25%" [YouTube Link](https://youtube.com/watch?v=WZayTddLxbI) 2025-05-09T20:15Z [--] followers, [--] engagements "What No One Tells You About Working Past [--] Get Your Complimentary Retirement Readiness Review (Custom Video): https://theretirementreadinessreview.lpages.co/form/ Prefer to Talk to Sean Directly Skip The Line Here: https://form.typeform.com/to/d6sf1pXq Valuable Resources: www.press.aarp.org/2024-4-24-New-AARP-Survey-1-in-5-Americans-Ages-50 Disclosure: The information presented herein is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon sources believed to be reliable we cannot assure the accuracy" [YouTube Link](https://youtube.com/watch?v=ZR3QF6i-WYY) 2025-07-18T20:13Z [---] followers, [--] engagements "Staying Invested in [----] & Beyond Capital Group's Article: www.capitalgroup.com/advisor/insights/articles/5-keys-investing.html" [YouTube Link](https://youtube.com/watch?v=cG0DKdJ9ZUU) 2025-04-15T19:15Z [--] followers, [---] engagements "I'm a Retirement Planner: My Honest Advice If You Plan to Retirein Your 50s Get Your Complimentary Retirement Readiness Review (Custom Video): https://theretirementreadinessreview.lpages.co/form/ Valuable Resources: www.bbc.com/news/health-22553577 www.psychologytoday.com/us/free-time-why-having-too-much-or-too-little-isn-t-good Disclosure: The information presented herein is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon sources believed to be reliable we cannot assure the accuracy or" [YouTube Link](https://youtube.com/watch?v=cgK_rP67Zpo) 2025-06-14T22:49Z [---] followers, [---] engagements "4 Ways to Save On Taxes & Give to Charity Part [--] Want a Free Retirement Consultation with Sean https://calendly.com/sean-stevenson-confluencefp/freeretirementconsultation Interested in receiving The Wealthy Retiree Newsletter Just let us know: Sean.Stevenson@confluencefp.com Chapters: 00:01 $550B Gave to Charity in [----] 00:34 Introduction 00:47 What Charity Isn't 01:11 Donate Appreciated Assets 02:31 Qualified Charitable Donations (QCDs) 03:39 Summary Resources: www.history.com/topics/19th-century/andrew-carnegie www.cdn.ymaws.com/www.givinginstitute.org/resource" [YouTube Link](https://youtube.com/watch?v=eUhxT6YBwHw) 2024-11-21T14:25Z [---] followers, [--] engagements "Can I Retire at [--] with $1.8 Million Saved Get Your Complimentary Retirement Readiness Review (Custom Video): https://theretirementreadinessreview.lpages.co/form/ Prefer to Talk to Sean Directly Skip the Line Here: https://form.typeform.com/to/d6sf1pXq Disclosure: The information presented herein is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon sources believed to be reliable we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any" [YouTube Link](https://youtube.com/watch?v=iWA2QtyTRqQ) 2025-07-31T20:17Z [---] followers, [----] engagements "Ignore The Social Security Breakeven Age Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultationutm_source=Youtube&utm_medium=youtube+Video&utm_campaign=The+Saving+Paradox%3A+Why+Most+Retirees+Secretly+Struggle&utm_id=The+Saving+Paradox%3A+Why+Most+Retirees+Secretly+Struggle If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP Read a Sample Financial Plan: https://www.thepeakfp.com/blog/sample. _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice." [YouTube Link](https://youtube.com/watch?v=j1QpScGRjms) 2025-10-04T21:00Z [---] followers, 13.1K engagements "$1.8M Saved by Age 58: Why Don't We Feel Ready to Retire Get Your Complimentary Retirement Readiness Review (Custom Video): https://theretirementreadinessreview.lpages.co/form/ Valuable Resources: www.kitces.com/blog/estimating-changes-in-retirement-expenditures www.us.etrade.com/knowledge/library/retirement-planning/retirement-spending-reality Disclosure: The information presented herein is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon sources believed to be reliable we cannot assure the" [YouTube Link](https://youtube.com/watch?v=jk0bUwdbVb8) 2025-06-21T21:02Z [---] followers, [---] engagements "Retiring Between [--] and [--] WatchThisFirst Get Your Complimentary Retirement Readiness Review (Custom Video): https://theretirementreadinessreview.lpages.co/form/ Valuable Resources: www.ebri.org/retirement/retirement-confidence-survey www.napa-net.org/news/2024/7/heres-how-much-retirees-may-need-healthcare-costs Disclosure: The information presented herein is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon sources believed to be reliable we cannot assure the accuracy or completeness of these" [YouTube Link](https://youtube.com/watch?v=nXeCrAIzcjg) 2025-06-30T12:01Z [---] followers, [---] engagements "I'm [--] With All Pre-Tax Accounts (401K/ IRA) - How To Minimize Tax Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultationutm_source=Youtube&utm_medium=youtube+Video&utm_campaign=The+Saving+Paradox%3A+Why+Most+Retirees+Secretly+Struggle&utm_id=The+Saving+Paradox%3A+Why+Most+Retirees+Secretly+Struggle If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP Read a Sample Financial Plan: https://www.thepeakfp.com/blog/sample. _ _ Disclaimer: Please consult with your own tax legal and financial advisors" [YouTube Link](https://youtube.com/watch?v=o6mRKmwKti8) 2025-10-01T21:00Z [---] followers, [---] engagements "Think Medicare Covers Everything Here's What We Believe Retirees Need to Know If you're retiring soon it's important to know about health insurance options. Watch this video to learn about health insurance in retirement and how to make the best choice for your healthcare needs #healthinsurance #retirement #insuranceoptions Want our Retirement Readiness Workbook Get it here: https://mailchi.mp/confluencefp/retirement-readiness-workbook Interested in a Retirement Consultation Call with Sean Schedule here: https://calendly.com/sean-stevenson-confluencefp/retirementconsultationcall Chapters 00:00" [YouTube Link](https://youtube.com/watch?v=rYdZxl4WlhU) 2025-03-28T19:15Z [--] followers, [--] engagements "If I Did Roth Conversions Again Id Do This Instead Get Your Complimentary Retirement Readiness Review (Custom Video): https://theretirementreadinessreview.lpages.co/form/ Prefer to Talk to Sean Directly Skip the Line Here: https://form.typeform.com/to/d6sf1pXq Disclosure: The information presented herein is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon sources believed to be reliable we cannot assure the accuracy or completeness of these materials. The information in these materials may change" [YouTube Link](https://youtube.com/watch?v=tpxSkS7mK_Q) 2025-08-29T21:27Z [---] followers, [----] engagements "Why Retirees Run Out of Money And [--] Strategies ThatCouldSaveYou Are you approaching retirement and wondering how to avoid running out of money Youre not aloneand the truth is many early retirees make the same [--] critical mistakes with their withdrawal strategy. In this video Ill break down four powerful retirement income strategiesthe 4% Rule Bucket Strategy Guardrails and Flooring Approachand show you how to pick the right one based on your goals risk tolerance and spending needs. ✅ How much income can you safely withdraw ✅ Is the 4% rule outdated ✅ Can guardrails protect you in a market" [YouTube Link](https://youtube.com/watch?v=vJCpV7TZ2r0) 2025-05-02T19:59Z [--] followers, [--] engagements "Simple Exercises to Stay Strong in Retirement (No Gym Required) Staying strong doesnt require a gym These simple low-impact exercises are perfect for maintaining strength balance and flexibility in retirement. Chair yoga walking stretching and moreyou can do these right at home. Invite a friend and make fitness fun Whats your favorite way to stay active Disclaimer: The information provided in this video is for educational/informational purposes only and should not be considered a substitute for professional medical advice or consultation with a healthcare professional. #RetirementFitness" [YouTube Link](https://youtube.com/watch?v=wxjU7HheqxM) 2025-05-08T19:15Z [--] followers, [--] engagements "3 Steps to Take If Your Financial Advisor Is Retiring Ready to take action Get our Retirement Readiness Workbook here: https://mailchi.mp/confluencefp/retirement-readiness-workbook Interested in a Retirement Consultation Call with Sean Schedule here: https://calendly.com/sean-stevenson-confluencefp/retirementconsultationcall Chapters 00:00 Introduction 00:36 Step 1: Understand Your Advisors Current Succession Plan 00:59 About Me & Retirement Readiness Workbook 01:27 Step 2: Get to Know the New Team Members or Find A New Advisor 02:03 Step 3: Stay Proactive with Your Financial Plan 02:24" [YouTube Link](https://youtube.com/watch?v=-ngwQ2XWOj4) 2025-02-13T17:17Z [--] followers, [--] engagements "Most Retirees Get This Backwards Most Roth conversion advice sounds simple: retire early your income drops convert while taxes are low. But real retirement planning isnt done in tax brackets its done with real dollars real spending and real tradeoffs. When you convert the tax bill doesnt come from nowhere. It comes from the same pool of money meant to fund travel experiences and peace of mind in your healthiest retirement years. In my latest video I walk through a real household plan to show what actually happens when Roth conversions are layered on too aggressively including how they can" [YouTube Link](https://youtube.com/watch?v=2gRSoTJvFEM) 2025-12-18T15:34Z 12K followers, [----] engagements "Why Everything In Retirement Changes After [--] Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not verified" [YouTube Link](https://youtube.com/watch?v=47YJjAJF23Q) 2025-11-12T22:00Z 12K followers, [----] engagements "6 Purchases Rich Retirees Say Changed Everything Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not" [YouTube Link](https://youtube.com/watch?v=6qGO7eAwcfA) 2025-11-15T22:00Z 12K followers, [----] engagements "Retired Couples Can LEGALLY Keep $220500 Without Paying Taxes Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They" [YouTube Link](https://youtube.com/watch?v=80vgv67Re4Y) 2025-12-02T22:00Z 12K followers, [---] engagements "Why "Average Retirement Income" Is Completely Useless The average retirement income is $142500. Sounds great right Except that the median is only $60900. And if you're single Just $28028. The bottom 20% of retirees live on Social Security which can represent up to 83% of their income. The top 20% Just 12%. If you're planning around averages you're using the wrong playbook. Know where you actually stand not the average. If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial" [YouTube Link](https://youtube.com/watch?v=96kN3ZWDD0g) 2026-01-12T22:00Z 12K followers, [----] engagements "These Financial Statistics of the Average Retiree Are Eye-Opening Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP Sources: www.federalreserve.gov/publications/files/scf23.pdf www.federalreserve.gov/publications/october-2023-changes-in-us-family-finances-from-2019-to-2022.htm www.federalreserve.gov/econres/scfindex.htm www.congress.gov/crs_external_products/R/PDF/R48143/R48143.2.pdf" [YouTube Link](https://youtube.com/watch?v=DT3-QKvP_20) 2026-01-10T22:00Z 12K followers, [----] engagements "The [--] Levels Of Wealth In Retirement - Where Does $2M Put You Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They" [YouTube Link](https://youtube.com/watch?v=DxyGdPZ_mBM) 2025-10-22T21:00Z 12K followers, [----] engagements "The $1 Healthcare Trap One dollar. That's all it takes to add thousands to your health insurance bill in early retirement. Here's what happens: You're [--] retired buying ACA insurance. You set your withdrawals at $8000 a month and start pulling from your IRA. and suddenly your premium jumps by $200 $300 even $500 a month. What's the culprit For a couple if your household income hits $84601 instead of $84600 you can lose your entire ACA subsidy in [----]. Same spending same lifestyle just one dollar over the line. The fix isn't spending less. It's funding the same spending differently. In my" [YouTube Link](https://youtube.com/watch?v=G96kj_PUNhI) 2026-01-22T22:00Z 12K followers, [---] engagements "7 Assets Rich Retirees Never Buy - But Poor Ones Always Do Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are" [YouTube Link](https://youtube.com/watch?v=H72twiLNpxo) 2025-11-08T22:00Z 12K followers, [----] engagements "This Social Security Strategy Saved Their Early Retirement I had clients delay both Social Security checks because "that's what they thought they were supposed to do maximize their benefit." But they were waiting unnecessarily because for married couples often the best move is to split the decision. What I mean by that is the lower-earning spouse claims early and the higher-earning spouse delays until age [--]. This one shift protected their portfolio when it mattered most during early retirement and still maximized their survivor benefit. So your question shouldn't be early versus late; it's" [YouTube Link](https://youtube.com/watch?v=HzstTGbgLHI) 2026-01-09T22:00Z 12K followers, [----] engagements "Vanguard HATES This 401k Move That Lets You Retire Early Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultationutm_source=Youtube&utm_medium=youtube+Video&utm_campaign=The+Saving+Paradox%3A+Why+Most+Retirees+Secretly+Struggle&utm_id=The+Saving+Paradox%3A+Why+Most+Retirees+Secretly+Struggle If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP Read a Sample Financial Plan: https://www.thepeakfp.com/blog/sample. _ _ Disclaimer: Please consult with your own tax legal and financial advisors for" [YouTube Link](https://youtube.com/watch?v=I8CqXgOSi70) 2025-10-08T21:00Z 11.2K followers, [----] engagements "How Many Retirees Are Actually Millionaires (Without Their Homes) Work With Us: https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not verified may not be accurate and" [YouTube Link](https://youtube.com/watch?v=Ibjo8G2xxnU) 2026-01-14T22:00Z 12K followers, [----] engagements "Social Security at [--] or Wait The Truth Youre Not Being Told Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They" [YouTube Link](https://youtube.com/watch?v=KiKSApxZcHM) 2026-01-07T22:00Z 12K followers, [---] engagements "The Roth Conversion Trap That Hits You AFTER You Retire If youre retiring in [----] heres a warning: Convert to Roth is not automatically smart. Its a bet. And the part most people miss is what happens after the conversion year. You can do the math on taxes feel great and then get blindsided by higher Medicare premiums later because your income crossed a threshold you didnt plan for. So many planning softwares recommend conversions up through the 35% or even 37% brackets when you're planning to age [--]. But we know that's not always real life. So the better question isnt Should I convert Its:" [YouTube Link](https://youtube.com/watch?v=LMOu6scFxKI) 2026-01-18T22:00Z 12K followers, [----] engagements "The Medicare Bill Nobody Warned You About Just a quick heads up: RMDs dont just raise taxes they can raise your Medicare premiums too. Ive seen couples hit age [--] with a large IRAs get forced into a six-figure required minimum distributions and then two years later Medicare gets thousands more expensive for the exact same coverage. In my latest video I break down exactly how IRMAA works and the two simple moves that you can use to reduce future RMDs. If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your" [YouTube Link](https://youtube.com/watch?v=PRohDXR5AII) 2025-12-26T22:00Z 12K followers, [----] engagements "The Hidden Cost of RMDs Nobody Is Talking About Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation Excel sheet link: https://docs.google.com/spreadsheets/d/1f7VIoQ9vRxIvRqAZqDUFj2SShEDUepGn/editusp=sharing&ouid=109701608442521664318&rtpof=true&sd=true If you liked this video make sure to click thumbs up and subscribe @SeanAtThePeakFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of" [YouTube Link](https://youtube.com/watch?v=UjiZTnJrYIQ) 2025-12-24T22:00Z 12K followers, [----] engagements "The Millionaire Mirage: Why Net Worth Lies to Retirees You're told that [--] in [--] retirees is a millionaire. But here's what they don't tell you: take away the house and that drops to just [--] in [--]. That's [--] million households who are only millionaires on paper. They have the net worth. They just don't have the cash flow. Because here's the truth: a house is security. A portfolio is a paycheck. And in retirement You don't live on a balance sheet. You live on income. If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please" [YouTube Link](https://youtube.com/watch?v=VSMQxQJNVRI) 2026-01-15T22:00Z 12K followers, [----] engagements "The Social Security Math Everyone Gets Wrong Everyone obsesses over the breakeven age for Social Security. "File at [--] you break even at 84" But here's what they're missing: breakeven math assumes your portfolio cooperates perfectly. It assumes the market doesn't crash right when you retire. It assumes you never need flexibility. Real retirement planning isn't about maximizing one number on paper; it's about managing risk when life doesn't follow the spreadsheet. Sometimes claiming early is the mathematically smarter move and in my latest video I show you the five types of retirees who should" [YouTube Link](https://youtube.com/watch?v=Vor-wW1Z_rc) 2026-01-08T22:00Z 12K followers, [----] engagements "The ACA Tax Torpedo If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not verified may not be accurate and should not be considered testimonials or endorsements" [YouTube Link](https://youtube.com/watch?v=WRBwZUxY3LE) 2025-12-20T22:00Z 12K followers, 43.9K engagements "Most Retirees Ignore This Hidden Social Security Math Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not" [YouTube Link](https://youtube.com/watch?v=WrHniMtFhdM) 2025-10-25T21:02Z 12K followers, [----] engagements "When Your RMD is Bigger Than Your Lifestyle If your IRA or 401(k) is large heres a retirement gotcha most people miss: your first RMD can be way higher than what you actually spend and that extra income can trigger IRMAA meaning higher Part B and D premiums per person. In the most recent video I walk through a real case study show two strategies to shrink RMDs and Im giving away my free RMD calculator. If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for" [YouTube Link](https://youtube.com/watch?v=aiOXTejwyOk) 2025-12-25T22:00Z 12K followers, [----] engagements "When I show retirees this they stop worrying about Roth conversions Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanAtThePeakFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning." [YouTube Link](https://youtube.com/watch?v=eNch_HRAtzs) 2025-12-17T22:00Z 12K followers, [----] engagements "Same Net Worth Completely Different Retirement Two retirees. Both are worth $1 million. First one: $850000 home $150000 invested. Second one: $300000 home $700000 invested. Same net worth. But the second retiree has [---] times more retirement income. One is house-rich and cash-constrained. The other has flexibility liquidity and choices. This is why retirement planning isn't about hitting a net worth number. It's about answering one question: how much of my wealth can actually fund my lifestyle Because you can't pay bills with home equity. If you liked this video make sure to click thumbs up" [YouTube Link](https://youtube.com/watch?v=gGVZxfmB3xM) 2026-01-16T22:00Z 12K followers, [----] engagements "The $2M Survivor Test: Why Taxes Can Jump After a Spouse Passes Heres the stress test retirees miss at $2 million: the survivor test. When one spouse passes away the survivor often goes from married filing jointly to single and tax brackets get tighter. The scary part Income doesnt always drop as much as people expect so taxes can rise even if lifestyle stays similar. Now this usually isnt a your whole income gets taxed higher situation because we use a marginal system. Only the top dollars face the higher rates. But it is something you should plan for in case it happens. If you liked this" [YouTube Link](https://youtube.com/watch?v=gKheW-jIlsY) 2026-01-04T22:00Z 12K followers, [----] engagements "The 4% Rule Is Ruining Retirements in the Go-Go Years The biggest retirement lie isnt 4% is wrong. Its thinking 4% is the plan. Real spending isnt linear; your early go-go years are often the most expensive especially before Social Security starts. A strong plan can support a temporary 68% withdrawal rate early but only if you have guardrails for what youll do if markets drop in year one or two of retirement. So dont ask Should I take 4% Ask: How much can I take based on my assets and income and the lifestyle I want to lead If you liked this video make sure to click thumbs up and subscribe" [YouTube Link](https://youtube.com/watch?v=ju_jF1_KBo0) 2026-01-17T22:15Z 12K followers, [----] engagements "If youre 55-65 watch this life lessons from [--] year olds Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are" [YouTube Link](https://youtube.com/watch?v=pG3kSV-Qf_4) 2025-11-05T22:00Z 12K followers, [----] engagements "Once You Hit $2M Your Tax Return Becomes the Steering Wheel (Retirement Trap) Crossing $2 million doesnt end retirement stress; it can start a new kind. Because at this level the biggest threat often isnt the market Its how your income shows up on your tax return. Two couples can spend the same $100k a year but one pays way more in taxes and Medicare premiums because theyre pulling from the wrong tax bucket. Remember these three levers: which account you pull from when you pull it and what type of income you create. Control those and $2M becomes freedom not friction. If you liked this video" [YouTube Link](https://youtube.com/watch?v=pRxLg5j4_e0) 2026-01-05T00:01Z 12K followers, [----] engagements "The New $6000 Senior Tax Deduction Explained Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not verified" [YouTube Link](https://youtube.com/watch?v=prIH3LUdjUc) 2025-11-26T22:01Z 12K followers, [----] engagements "If I Retired In [----] Id Ignore These Lies Work With Us: https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not verified may not be accurate and should not be considered" [YouTube Link](https://youtube.com/watch?v=s9Z7AkwQrDE) 2026-01-17T22:00Z 12K followers, [----] engagements "How To Sell Your Assets Once You Retire Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanAtThePeakFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not verified may not" [YouTube Link](https://youtube.com/watch?v=tCHTD1xBPW8) 2025-12-21T22:00Z 12K followers, [---] engagements "The Hidden Cost of Working Past [--] No One Tells You About Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are" [YouTube Link](https://youtube.com/watch?v=uGmdJuNdTxk) 2025-12-06T22:01Z 12K followers, [---] engagements "If You're These [--] Types of Retirees NEVER Convert to Roth Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are" [YouTube Link](https://youtube.com/watch?v=vHNqV5agqwk) 2025-11-22T22:00Z 12K followers, 11.6K engagements "New Vanguard Data Shows Your Portfolio Is Too Aggressive Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanAtThePeakFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not" [YouTube Link](https://youtube.com/watch?v=ySCYsvMBAEU) 2025-12-13T22:00Z 12K followers, [----] engagements "The Simple Truth of Roth Conversions If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not verified may not be accurate and should not be considered testimonials or endorsements" [YouTube Link](https://youtube.com/watch?v=ybuukcskc9o) 2025-12-18T22:01Z 12K followers, [----] engagements "When You Retire with $3M Tell No One.Here's Why Work With Us: https://roadmap.thepeakfp.com/utm_campaign=331984105-YouTube%20Leads%20-%20Sean&utm_source=YouTube&utm_content=When_You_Retire_With_2M_Tell_No_One If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent" [YouTube Link](https://youtube.com/watch?v=1dR9ZdWvwho) 2026-02-07T22:00Z 12K followers, [----] engagements "Once Early Retirees Save $2M Healthcare Becomes Easy Work With Us: https://roadmap.thepeakfp.comutm_campaign=331984105-YouTube%20Leads%20-%20Sean&utm_source=YouTube&utm_content=Once_Early_Retirees_Save_2M If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the" [YouTube Link](https://youtube.com/watch?v=GLWTbZvkE6A) 2026-01-31T22:00Z 12K followers, [----] engagements "The $1 Healthcare Mistake That Costs Early Retirees Thousands Work With Us: https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not verified may not be accurate and" [YouTube Link](https://youtube.com/watch?v=TwY_Fbnadsc) 2026-01-21T22:00Z 12K followers, [---] engagements "Once You Have $1M the S&P [---] Doesn't Matter Anymore Work With Us: https://roadmap.thepeakfp.comutm_campaign=331984105-YouTube%20Leads%20-%20Sean&utm_source=YouTube&utm_content=Once_You_Have_1M If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of" [YouTube Link](https://youtube.com/watch?v=UDBB0yvRkkY) 2026-01-24T22:00Z 12K followers, [----] engagements "Once Retirees Save $2M Everything Changes. Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not verified may" [YouTube Link](https://youtube.com/watch?v=W7vilZkc0G0) 2026-01-03T22:00Z 12K followers, [----] engagements "This Is How Smart IRA Millionaires Avoid Tax Work With Us: https://roadmap.thepeakfp.comutm_campaign=331984105-YouTube%20Leads%20-%20Sean&utm_source=YouTube&utm_content=This_Is_How_Smart_IRA_Millionaires If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the" [YouTube Link](https://youtube.com/watch?v=d-4vyum71Sk) 2026-01-28T22:00Z 12K followers, 14.5K engagements "The "Average Retiree" Has $554K Saved (Here's Why That's A Lie) You mightve heard the AVERAGE retiree has over $500000 saved. Here's the problem: only 47% of retirees even have a retirement account. And among those who do The MEDIAN balance is $170000 not $554000. That higher number is the average pulled up by millionaires. The median is the middle person half above half below. So stop comparing yourself to the fallacy that is the average. Know where you actually stand and plan for the lifestyle you want to lead not to target a fictional average. If you liked this video make sure to click" [YouTube Link](https://youtube.com/watch?v=j709HUf-fdY) 2026-01-11T22:00Z 12K followers, [----] engagements "The Pension Trap That DESTROYED $600k In Retirement Savings Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are" [YouTube Link](https://youtube.com/watch?v=o4eG1yDCLmI) 2025-10-18T21:00Z 12K followers, [----] engagements "Its Boring But This Lets Retirees Spend $11k/Month Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not" [YouTube Link](https://youtube.com/watch?v=oX_SNu-RE_8) 2025-12-10T22:00Z 12K followers, [----] engagements "The Hidden Costs Of Relocating In Retirement Work With Us: https://roadmap.thepeakfp.com/utm_campaign=331984105-YouTube%20Leads%20-%20Sean&utm_source=YouTube&utm_content=the_hidden_costs_of_relocating If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the" [YouTube Link](https://youtube.com/watch?v=tzbdJnGcelU) 2026-02-04T22:01Z 12K followers, [---] engagements "I'm a Retirement Expert: Here's Why RMDs Don't Matter Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultationutm_source=Youtube&utm_medium=youtube+Video&utm_campaign=The+Saving+Paradox%3A+Why+Most+Retirees+Secretly+Struggle&utm_id=The+Saving+Paradox%3A+Why+Most+Retirees+Secretly+Struggle If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP Read a Sample Financial Plan: https://www.thepeakfp.com/blog/sample. _ _ Disclaimer: Please consult with your own tax legal and financial advisors for" [YouTube Link](https://youtube.com/watch?v=zJgF4uH0znI) 2025-10-11T21:00Z 12K followers, 88.7K engagements "Smart Retirees Know Exactly When Their 401(k) is Enough to Retire Early Work With Us: https://roadmap.thepeakfp.com/utm_campaign=331984105-YouTube%20Leads%20-%20Sean&utm_source=YouTube&utm_content=Smart_Retirees_Know_When_401K_Is_Enough If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and" [YouTube Link](https://youtube.com/watch?v=eJFznHFr6oI) 2026-02-14T22:00Z 12K followers, [----] engagements "When You Retire with $3M Tell No One.Here's Why Work With Us: https://roadmap.thepeakfp.com/utm_campaign=331984105-YouTube%20Leads%20-%20Sean&utm_source=YouTube&utm_content=When_You_Retire_With_2M_Tell_No_One If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent" [YouTube Link](https://youtube.com/watch?v=1dR9ZdWvwho) 2026-02-07T22:00Z 12K followers, [----] engagements "The Hidden Costs Of Relocating In Retirement Work With Us: https://roadmap.thepeakfp.com/utm_campaign=331984105-YouTube%20Leads%20-%20Sean&utm_source=YouTube&utm_content=the_hidden_costs_of_relocating If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the" [YouTube Link](https://youtube.com/watch?v=tzbdJnGcelU) 2026-02-04T22:01Z 12K followers, [---] engagements "Once Early Retirees Save $2M Healthcare Becomes Easy Work With Us: https://roadmap.thepeakfp.comutm_campaign=331984105-YouTube%20Leads%20-%20Sean&utm_source=YouTube&utm_content=Once_Early_Retirees_Save_2M If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the" [YouTube Link](https://youtube.com/watch?v=GLWTbZvkE6A) 2026-01-31T22:00Z 12K followers, [----] engagements "This Is How Smart IRA Millionaires Avoid Tax Work With Us: https://roadmap.thepeakfp.comutm_campaign=331984105-YouTube%20Leads%20-%20Sean&utm_source=YouTube&utm_content=This_Is_How_Smart_IRA_Millionaires If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the" [YouTube Link](https://youtube.com/watch?v=d-4vyum71Sk) 2026-01-28T22:00Z 12K followers, 14.5K engagements "Once You Have $1M the S&P [---] Doesn't Matter Anymore Work With Us: https://roadmap.thepeakfp.comutm_campaign=331984105-YouTube%20Leads%20-%20Sean&utm_source=YouTube&utm_content=Once_You_Have_1M If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of" [YouTube Link](https://youtube.com/watch?v=UDBB0yvRkkY) 2026-01-24T22:00Z 12K followers, [----] engagements "Why Your IRA Is Dangerous Before [--] Your IRA might be sabotaging your healthcare costs and you don't even know it. Most early retirees do this: retire at [--] need $8000 a month start pulling from the IRA because it's easy. Makes sense right Wrong. Every IRA dollar is taxable income. And in the ACA years before Medicare your premium is tied to that income number. Cross the line which is $84600 for a couple by just one dollar and your subsidy can vanish. What becomes paramount is how you take your income. Think of it like three gas stations: Roth is free gas taxable accounts are cheap gas and" [YouTube Link](https://youtube.com/watch?v=xxn7mFHmtEs) 2026-01-23T22:00Z 12K followers, [----] engagements "The $1 Healthcare Trap One dollar. That's all it takes to add thousands to your health insurance bill in early retirement. Here's what happens: You're [--] retired buying ACA insurance. You set your withdrawals at $8000 a month and start pulling from your IRA. and suddenly your premium jumps by $200 $300 even $500 a month. What's the culprit For a couple if your household income hits $84601 instead of $84600 you can lose your entire ACA subsidy in [----]. Same spending same lifestyle just one dollar over the line. The fix isn't spending less. It's funding the same spending differently. In my" [YouTube Link](https://youtube.com/watch?v=G96kj_PUNhI) 2026-01-22T22:00Z 12K followers, [---] engagements "The $1 Healthcare Mistake That Costs Early Retirees Thousands Work With Us: https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not verified may not be accurate and" [YouTube Link](https://youtube.com/watch?v=TwY_Fbnadsc) 2026-01-21T22:00Z 12K followers, [---] engagements "The Roth Conversion Trap That Hits You AFTER You Retire If youre retiring in [----] heres a warning: Convert to Roth is not automatically smart. Its a bet. And the part most people miss is what happens after the conversion year. You can do the math on taxes feel great and then get blindsided by higher Medicare premiums later because your income crossed a threshold you didnt plan for. So many planning softwares recommend conversions up through the 35% or even 37% brackets when you're planning to age [--]. But we know that's not always real life. So the better question isnt Should I convert Its:" [YouTube Link](https://youtube.com/watch?v=LMOu6scFxKI) 2026-01-18T22:00Z 12K followers, [----] engagements "The 4% Rule Is Ruining Retirements in the Go-Go Years The biggest retirement lie isnt 4% is wrong. Its thinking 4% is the plan. Real spending isnt linear; your early go-go years are often the most expensive especially before Social Security starts. A strong plan can support a temporary 68% withdrawal rate early but only if you have guardrails for what youll do if markets drop in year one or two of retirement. So dont ask Should I take 4% Ask: How much can I take based on my assets and income and the lifestyle I want to lead If you liked this video make sure to click thumbs up and subscribe" [YouTube Link](https://youtube.com/watch?v=ju_jF1_KBo0) 2026-01-17T22:15Z 12K followers, [----] engagements "If I Retired In [----] Id Ignore These Lies Work With Us: https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not verified may not be accurate and should not be considered" [YouTube Link](https://youtube.com/watch?v=s9Z7AkwQrDE) 2026-01-17T22:00Z 12K followers, [----] engagements "Same Net Worth Completely Different Retirement Two retirees. Both are worth $1 million. First one: $850000 home $150000 invested. Second one: $300000 home $700000 invested. Same net worth. But the second retiree has [---] times more retirement income. One is house-rich and cash-constrained. The other has flexibility liquidity and choices. This is why retirement planning isn't about hitting a net worth number. It's about answering one question: how much of my wealth can actually fund my lifestyle Because you can't pay bills with home equity. If you liked this video make sure to click thumbs up" [YouTube Link](https://youtube.com/watch?v=gGVZxfmB3xM) 2026-01-16T22:00Z 12K followers, [----] engagements "The Millionaire Mirage: Why Net Worth Lies to Retirees You're told that [--] in [--] retirees is a millionaire. But here's what they don't tell you: take away the house and that drops to just [--] in [--]. That's [--] million households who are only millionaires on paper. They have the net worth. They just don't have the cash flow. Because here's the truth: a house is security. A portfolio is a paycheck. And in retirement You don't live on a balance sheet. You live on income. If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please" [YouTube Link](https://youtube.com/watch?v=VSMQxQJNVRI) 2026-01-15T22:00Z 12K followers, [----] engagements "How Many Retirees Are Actually Millionaires (Without Their Homes) Work With Us: https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not verified may not be accurate and" [YouTube Link](https://youtube.com/watch?v=Ibjo8G2xxnU) 2026-01-14T22:00Z 12K followers, [----] engagements "Why "Average Retirement Income" Is Completely Useless The average retirement income is $142500. Sounds great right Except that the median is only $60900. And if you're single Just $28028. The bottom 20% of retirees live on Social Security which can represent up to 83% of their income. The top 20% Just 12%. If you're planning around averages you're using the wrong playbook. Know where you actually stand not the average. If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial" [YouTube Link](https://youtube.com/watch?v=96kN3ZWDD0g) 2026-01-12T22:00Z 12K followers, [----] engagements "The "Average Retiree" Has $554K Saved (Here's Why That's A Lie) You mightve heard the AVERAGE retiree has over $500000 saved. Here's the problem: only 47% of retirees even have a retirement account. And among those who do The MEDIAN balance is $170000 not $554000. That higher number is the average pulled up by millionaires. The median is the middle person half above half below. So stop comparing yourself to the fallacy that is the average. Know where you actually stand and plan for the lifestyle you want to lead not to target a fictional average. If you liked this video make sure to click" [YouTube Link](https://youtube.com/watch?v=j709HUf-fdY) 2026-01-11T22:00Z 12K followers, [----] engagements "These Financial Statistics of the Average Retiree Are Eye-Opening Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP Sources: www.federalreserve.gov/publications/files/scf23.pdf www.federalreserve.gov/publications/october-2023-changes-in-us-family-finances-from-2019-to-2022.htm www.federalreserve.gov/econres/scfindex.htm www.congress.gov/crs_external_products/R/PDF/R48143/R48143.2.pdf" [YouTube Link](https://youtube.com/watch?v=DT3-QKvP_20) 2026-01-10T22:00Z 12K followers, [----] engagements "This Social Security Strategy Saved Their Early Retirement I had clients delay both Social Security checks because "that's what they thought they were supposed to do maximize their benefit." But they were waiting unnecessarily because for married couples often the best move is to split the decision. What I mean by that is the lower-earning spouse claims early and the higher-earning spouse delays until age [--]. This one shift protected their portfolio when it mattered most during early retirement and still maximized their survivor benefit. So your question shouldn't be early versus late; it's" [YouTube Link](https://youtube.com/watch?v=HzstTGbgLHI) 2026-01-09T22:00Z 12K followers, [----] engagements "The Social Security Math Everyone Gets Wrong Everyone obsesses over the breakeven age for Social Security. "File at [--] you break even at 84" But here's what they're missing: breakeven math assumes your portfolio cooperates perfectly. It assumes the market doesn't crash right when you retire. It assumes you never need flexibility. Real retirement planning isn't about maximizing one number on paper; it's about managing risk when life doesn't follow the spreadsheet. Sometimes claiming early is the mathematically smarter move and in my latest video I show you the five types of retirees who should" [YouTube Link](https://youtube.com/watch?v=Vor-wW1Z_rc) 2026-01-08T22:00Z 12K followers, [----] engagements "Social Security at [--] or Wait The Truth Youre Not Being Told Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They" [YouTube Link](https://youtube.com/watch?v=KiKSApxZcHM) 2026-01-07T22:00Z 12K followers, [---] engagements "Once You Hit $2M Your Tax Return Becomes the Steering Wheel (Retirement Trap) Crossing $2 million doesnt end retirement stress; it can start a new kind. Because at this level the biggest threat often isnt the market Its how your income shows up on your tax return. Two couples can spend the same $100k a year but one pays way more in taxes and Medicare premiums because theyre pulling from the wrong tax bucket. Remember these three levers: which account you pull from when you pull it and what type of income you create. Control those and $2M becomes freedom not friction. If you liked this video" [YouTube Link](https://youtube.com/watch?v=pRxLg5j4_e0) 2026-01-05T00:01Z 12K followers, [----] engagements "The $2M Survivor Test: Why Taxes Can Jump After a Spouse Passes Heres the stress test retirees miss at $2 million: the survivor test. When one spouse passes away the survivor often goes from married filing jointly to single and tax brackets get tighter. The scary part Income doesnt always drop as much as people expect so taxes can rise even if lifestyle stays similar. Now this usually isnt a your whole income gets taxed higher situation because we use a marginal system. Only the top dollars face the higher rates. But it is something you should plan for in case it happens. If you liked this" [YouTube Link](https://youtube.com/watch?v=gKheW-jIlsY) 2026-01-04T22:00Z 12K followers, [----] engagements "Once Retirees Save $2M Everything Changes. Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not verified may" [YouTube Link](https://youtube.com/watch?v=W7vilZkc0G0) 2026-01-03T22:00Z 12K followers, [----] engagements "How Many Retirees Actually Have $1M/$3M/$5M Saved. Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not" [YouTube Link](https://youtube.com/watch?v=FKKTjKD0B2o) 2025-12-28T22:00Z 12K followers, 13.9K engagements "The Medicare Bill Nobody Warned You About Just a quick heads up: RMDs dont just raise taxes they can raise your Medicare premiums too. Ive seen couples hit age [--] with a large IRAs get forced into a six-figure required minimum distributions and then two years later Medicare gets thousands more expensive for the exact same coverage. In my latest video I break down exactly how IRMAA works and the two simple moves that you can use to reduce future RMDs. If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your" [YouTube Link](https://youtube.com/watch?v=PRohDXR5AII) 2025-12-26T22:00Z 12K followers, [----] engagements "When Your RMD is Bigger Than Your Lifestyle If your IRA or 401(k) is large heres a retirement gotcha most people miss: your first RMD can be way higher than what you actually spend and that extra income can trigger IRMAA meaning higher Part B and D premiums per person. In the most recent video I walk through a real case study show two strategies to shrink RMDs and Im giving away my free RMD calculator. If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for" [YouTube Link](https://youtube.com/watch?v=aiOXTejwyOk) 2025-12-25T22:00Z 12K followers, [----] engagements "The Hidden Cost of RMDs Nobody Is Talking About Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation Excel sheet link: https://docs.google.com/spreadsheets/d/1f7VIoQ9vRxIvRqAZqDUFj2SShEDUepGn/editusp=sharing&ouid=109701608442521664318&rtpof=true&sd=true If you liked this video make sure to click thumbs up and subscribe @SeanAtThePeakFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of" [YouTube Link](https://youtube.com/watch?v=UjiZTnJrYIQ) 2025-12-24T22:00Z 12K followers, [----] engagements "What to Sell First Use This One Rule If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not verified may not be accurate and should not be considered testimonials or endorsements" [YouTube Link](https://youtube.com/watch?v=xyF3dKddyKE) 2025-12-21T22:01Z 12K followers, [----] engagements "How To Sell Your Assets Once You Retire Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanAtThePeakFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not verified may not" [YouTube Link](https://youtube.com/watch?v=tCHTD1xBPW8) 2025-12-21T22:00Z 12K followers, [---] engagements "The ACA Tax Torpedo If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not verified may not be accurate and should not be considered testimonials or endorsements" [YouTube Link](https://youtube.com/watch?v=WRBwZUxY3LE) 2025-12-20T22:00Z 12K followers, 43.9K engagements "The Simple Truth of Roth Conversions If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not verified may not be accurate and should not be considered testimonials or endorsements" [YouTube Link](https://youtube.com/watch?v=ybuukcskc9o) 2025-12-18T22:01Z 12K followers, [----] engagements "Most Retirees Get This Backwards Most Roth conversion advice sounds simple: retire early your income drops convert while taxes are low. But real retirement planning isnt done in tax brackets its done with real dollars real spending and real tradeoffs. When you convert the tax bill doesnt come from nowhere. It comes from the same pool of money meant to fund travel experiences and peace of mind in your healthiest retirement years. In my latest video I walk through a real household plan to show what actually happens when Roth conversions are layered on too aggressively including how they can" [YouTube Link](https://youtube.com/watch?v=2gRSoTJvFEM) 2025-12-18T15:34Z 12K followers, [----] engagements "When I show retirees this they stop worrying about Roth conversions Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanAtThePeakFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning." [YouTube Link](https://youtube.com/watch?v=eNch_HRAtzs) 2025-12-17T22:00Z 12K followers, [----] engagements "New Vanguard Data Shows Your Portfolio Is Too Aggressive Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanAtThePeakFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not" [YouTube Link](https://youtube.com/watch?v=ySCYsvMBAEU) 2025-12-13T22:00Z 12K followers, [----] engagements "Its Boring But This Lets Retirees Spend $11k/Month Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not" [YouTube Link](https://youtube.com/watch?v=oX_SNu-RE_8) 2025-12-10T22:00Z 12K followers, [----] engagements "The Hidden Cost of Working Past [--] No One Tells You About Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are" [YouTube Link](https://youtube.com/watch?v=uGmdJuNdTxk) 2025-12-06T22:01Z 12K followers, [---] engagements "Retired Couples Can LEGALLY Keep $220500 Without Paying Taxes Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They" [YouTube Link](https://youtube.com/watch?v=80vgv67Re4Y) 2025-12-02T22:00Z 12K followers, [---] engagements "The New $6000 Senior Tax Deduction Explained Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not verified" [YouTube Link](https://youtube.com/watch?v=prIH3LUdjUc) 2025-11-26T22:01Z 12K followers, [----] engagements "If You're These [--] Types of Retirees NEVER Convert to Roth Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are" [YouTube Link](https://youtube.com/watch?v=vHNqV5agqwk) 2025-11-22T22:00Z 12K followers, 11.6K engagements "The Hidden RMD Math Most Retirees Miss Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not verified may not" [YouTube Link](https://youtube.com/watch?v=Y1iTDwn7Pa0) 2025-11-19T22:00Z 12K followers, 63.8K engagements "6 Purchases Rich Retirees Say Changed Everything Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not" [YouTube Link](https://youtube.com/watch?v=6qGO7eAwcfA) 2025-11-15T22:00Z 12K followers, [----] engagements "Why Everything In Retirement Changes After [--] Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not verified" [YouTube Link](https://youtube.com/watch?v=47YJjAJF23Q) 2025-11-12T22:00Z 12K followers, [----] engagements "7 Assets Rich Retirees Never Buy - But Poor Ones Always Do Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are" [YouTube Link](https://youtube.com/watch?v=H72twiLNpxo) 2025-11-08T22:00Z 12K followers, [----] engagements "If youre 55-65 watch this life lessons from [--] year olds Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are" [YouTube Link](https://youtube.com/watch?v=pG3kSV-Qf_4) 2025-11-05T22:00Z 12K followers, [----] engagements "401k vs Social Security vs Pension: Which Should You Claim First Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation Loan Calculator: https://www.thecalculatorsite.com/finance/calculators/loan-payoff-calculator.php If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the" [YouTube Link](https://youtube.com/watch?v=ho2goPKwl68) 2025-11-01T21:00Z 12K followers, 480.3K engagements "If Youre These [--] Types Of Retirees Youre In The Top 1% Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation Loan Calculator: https://www.thecalculatorsite.com/finance/calculators/loan-payoff-calculator.php If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of" [YouTube Link](https://youtube.com/watch?v=atMOvWF9X4M) 2025-10-29T21:00Z 12K followers, 271.7K engagements "Most Retirees Ignore This Hidden Social Security Math Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not" [YouTube Link](https://youtube.com/watch?v=WrHniMtFhdM) 2025-10-25T21:02Z 12K followers, [----] engagements "The [--] Levels Of Wealth In Retirement - Where Does $2M Put You Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They" [YouTube Link](https://youtube.com/watch?v=DxyGdPZ_mBM) 2025-10-22T21:00Z 12K followers, [----] engagements "The Pension Trap That DESTROYED $600k In Retirement Savings Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are" [YouTube Link](https://youtube.com/watch?v=o4eG1yDCLmI) 2025-10-18T21:00Z 12K followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@seanatthepeakfp Sean At The PeakFP
Sean At The PeakFP posts on YouTube about retirement, if you, financial, advice the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [------] -12%
- [--] Month [-------] -29%
- [--] Months [---------] +15,314%
- [--] Year [---------] +2,355,868%
Mentions: [--] #
- [--] Week [--] +30%
- [--] Month [--] -13%
- [--] Months [--] +90%
- [--] Year [--] +2,900%
Followers: [------] #
- [--] Week [------] +1.70%
- [--] Month [------] +8.10%
- [--] Months [------] +4,818%
- [--] Year [------] +49,900%
CreatorRank: [-------] #
Social Influence
Social category influence finance technology brands social networks stocks financial services
Social topic influence retirement #338, if you, financial, advice #1025, held #65, comments #840, views, represent #575, zone #1060, youtube
Top assets mentioned Alphabet Inc Class A (GOOGL)
Top Social Posts
Top posts by engagements in the last [--] hours
"How Many Retirees Actually Have $1M/$3M/$5M Saved. Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not"
YouTube Link 2025-12-28T22:00Z 12K followers, 13.9K engagements
"Smart Retirees Know Exactly When Their 401(k) is Enough to Retire Early Work With Us: https://roadmap.thepeakfp.com/utm_campaign=331984105-YouTube%20Leads%20-%20Sean&utm_source=YouTube&utm_content=Smart_Retirees_Know_When_401K_Is_Enough If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and"
YouTube Link 2026-02-14T22:00Z 12K followers, [----] engagements
"The Hidden RMD Math Most Retirees Miss Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not verified may not"
YouTube Link 2025-11-19T22:00Z 12K followers, 63.8K engagements
"If Youre These [--] Types Of Retirees Youre In The Top 1% Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation Loan Calculator: https://www.thecalculatorsite.com/finance/calculators/loan-payoff-calculator.php If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of"
YouTube Link 2025-10-29T21:00Z 12K followers, 271.7K engagements
"Why Everything Changes Once You Save $2M In Retirement Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not"
YouTube Link 2025-10-15T21:00Z 12K followers, 199K engagements
"401k vs Social Security vs Pension: Which Should You Claim First Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation Loan Calculator: https://www.thecalculatorsite.com/finance/calculators/loan-payoff-calculator.php If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the"
YouTube Link 2025-11-01T21:00Z 12K followers, 480.3K engagements
"The Spending Plan to Enjoy Over $1M in Retirement Get Your Complimentary Retirement Readiness Review (Custom Video): https://theretirementreadinessreview.lpages.co/form/ Valuable Resources: www.morningstar.com/retirement/retirement-income Disclosure: The information presented herein is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon sources believed to be reliable we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and"
YouTube Link 2025-07-12T20:15Z [---] followers, [--] engagements
"Should You Convert to a Roth The Pros Cons and Costly Mistakes Should You Convert to a Roth The Pros Cons and Costly Mistakes A Roth conversion can be a powerful tool for tax-free growth but if done incorrectly it can lead to costly tax consequences like higher Medicare premiums increased net investment income tax (NIIT) or push you into a higher tax bracket. Converting a traditional IRA to a Roth IRA provides benefits like tax-free growth and withdrawals but it requires careful planning to avoid potentially large tax costs and penalties. Roth conversions are particularly beneficial for"
YouTube Link 2025-04-04T19:15Z [--] followers, [--] engagements
"You CAN retire Before 65.But We Believe You Should Do These [--] Things 🎯5 Years (or Less) from Retirement Dont leave your future to guesswork. Get your personalized Retirement Readiness Review video. Answer just [--] quick questions to receive your custom video of your current retirement situation potential blind spots and answers to the Core [--] Retirement Questions you might have which are: [--] Do I have enough to retire [--] When can/should I retire [--] When should I file for SSA [--] How to invest in retirement 👉 Start Your Complimentary Review Now: https://theretirementreadinessreview.lpages.co/form/"
YouTube Link 2025-04-18T21:00Z [--] followers, [--] engagements
"5 Moves Investors Are Making in [----] (Are You Late) 🎯 [--] Years (or Less) from Retirement Dont leave your future to guesswork. Get your Personalized Retirement Readiness Video Review a custom walkthrough of your current plan potential blind spots and opportunities to retire with confidence. 👉 Start Your Complimentary Review Now: https://theretirementreadinessreview.lpages.co/form/ 📘 Prefer to DIY Your Retirement Plan Grab our Retirement Readiness Workbook your step-by-step guide to building a confident stress-free retirement on your own terms. 👉 Download Your Workbook Now:"
YouTube Link 2025-04-11T19:15Z [--] followers, [--] engagements
"5 Crucial Things to Ask Your FinancialAdvisor Get Your Complimentary Retirement Readiness Review (Custom Video): https://theretirementreadinessreview.lpages.co/form/ Valuable Resources: www.cfainstitute.org/about/press-room/2020/cfa-institute-survey-trust-in-investment-management www.nerdwallet.com/article/investing/how-much-does-a-financial-advisor-cost www.financestrategists.com/financial-advisor/advisor-cost/ Disclosure: The information presented herein is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes"
YouTube Link 2025-05-31T21:17Z [--] followers, [--] engagements
"Don't Leave This Retirement Income Source Untapped (Home Equity) Are you sitting on a hidden source of retirement income For homeowners aged 62+ a reverse mortgage might offer tax-free funds using your homes equitywithout needing to sell. But its not for everyone. Understand the risks and benefits before you decide. Know someone whos done it Share their experience in the comments. Dont forget to subscribe for more retirement planning tips #RetirementIncome #HomeEquity #ReverseMortgage #RetirementTips #FinancialFreedom #SeniorFinance #HiddenIncome #SmartRetirement #AgingInPlace #TaxFreeIncome"
YouTube Link 2025-05-03T12:15Z [--] followers, [---] engagements
"What I Tell Clients Before Claiming at [--] Get Your Complimentary Retirement Readiness Review (Custom Video): https://theretirementreadinessreview.lpages.co/form/ Prefer to Talk to Sean Directly Skip The Line Here: https://form.typeform.com/to/d6sf1pXq Valuable Resources: www.SSA.gov Disclosure: The information presented herein is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon sources believed to be reliable we cannot assure the accuracy or completeness of these materials. The information in"
YouTube Link 2025-07-25T19:06Z [---] followers, [--] engagements
"Roth Conversion Myth: Is It Really the Right Move"
YouTube Link 2025-04-03T19:15Z [--] followers, [--] engagements
"Retiring at [--] Heres What the Smart 1% Retirees Avoid Get Your Complimentary Retirement Readiness Review (Custom Video): https://theretirementreadinessreview.lpages.co/form/ Valuable Resources: www.investopedia.com/millionaires-say-they-won-t-be-able-to-retire www.pnc.com/insights/corporate-institutional/manage-assets/early-withdrawal-penalties Disclosure: The information presented herein is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon sources believed to be reliable we cannot assure the"
YouTube Link 2025-05-16T20:27Z [--] followers, [----] engagements
"Tax-Free Wealth: Smart Gifting Strategies Consider a simple strategy like gifting during your lifetime whether by utilizing the annual gift tax exclusion irrevocable trust or irrevocable trust with a life insurance policy otherwise known as an ILIT. These can all be great ways to utilize leverage and create tax-free wealth outside of your estate"
YouTube Link 2025-02-09T22:30Z [--] followers, [--] engagements
"3 Levels of Retirement Spending If You Have +$1M Get Your Complimentary Retirement Readiness Review (Custom Video): https://theretirementreadinessreview.lpages.co/form/ Prefer to Talk to Sean Directly Skip the Line Here: https://form.typeform.com/to/d6sf1pXq Disclosure: The information presented herein is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon sources believed to be reliable we cannot assure the accuracy or completeness of these materials. The information in these materials may change at"
YouTube Link 2025-08-16T18:42Z [---] followers, [---] engagements
"Where to Pull First to Make $1.6M Last Get Your Complimentary Retirement Readiness Review (Custom Video): https://theretirementreadinessreview.lpages.co/form/ Prefer to Talk to Sean Directly Skip the Line Here: https://form.typeform.com/to/d6sf1pXq Disclosure: The information presented herein is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon sources believed to be reliable we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time"
YouTube Link 2025-08-23T22:12Z [---] followers, [---] engagements
"Why 4% Spending May Not Be Enough in Retirement Get Your Complimentary Retirement Readiness Review (Custom Video): https://theretirementreadinessreview.lpages.co/form/ Valuable Resources: www.kitces.com/blog/estimating-changes-in-retirement-expenditures www.kitces.com/blog/retirement-income-guardrails-monte-carlo www.kitces.com/blog/monte-carlo-retirement-projection-probability www.whitecoatinvestor.com/the-4-rule-safe-withdrawal-rates/ Disclosure: The information presented herein is not specific to any individual's personal circumstances. These materials are provided for general information"
YouTube Link 2025-07-05T22:45Z [---] followers, [---] engagements
"What Equity Investors Will Be Doing in 2025"
YouTube Link 2025-03-21T21:03Z [--] followers, [---] engagements
"I'm a Retirement Planner: Here's Why I Warn Against 100% Pre-Tax Portfolios at [--] Get Your Complimentary Retirement Readiness Review (Custom Video): https://theretirementreadinessreview.lpages.co/form/ Valuable Resources: www.marketwatch.com/story/dodge-the-401-k-and-ira-ticking-tax-time-bomb www.fidelity.com/learning-center/smart-money/roth-ira-income-limits Disclosure: The information presented herein is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon sources believed to be reliable we cannot"
YouTube Link 2025-05-24T20:24Z [--] followers, [---] engagements
"We Tested [--] Social Security Strategies. Here's When to Claim Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultationutm_source=Youtube&utm_medium=youtube+Video&utm_campaign=The+Saving+Paradox%3A+Why+Most+Retirees+Secretly+Struggle&utm_id=The+Saving+Paradox%3A+Why+Most+Retirees+Secretly+Struggle If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP Read a Sample Financial Plan: https://www.thepeakfp.com/blog/sample. _ _ Disclaimer: Please consult with your own tax legal and financial advisors for"
YouTube Link 2025-09-20T12:43Z [---] followers, [---] engagements
"Retirement Investing: Do Bonds Still Make Sensein2025 Want our Retirement Readiness Workbook Get it here: https://mailchi.mp/confluencefp/retirement-readiness-workbook Interested in a Retirement Consultation Call with Sean Schedule here: https://calendly.com/sean-stevenson-confluencefp/retirementconsultationcall #retirement #retirementplan #retirementincomeplanning #retirementincome #fiduciary #financialadvice #feebased #feebasedadvisor #feebasedfiduciary #financialplanner #certifiedfinancialplanner Valuable Resources www.investopedia.com/terms/d/diversification.asp"
YouTube Link 2025-03-07T21:00Z [--] followers, [--] engagements
"What Age Should You Claim Social Security (Maximize Your Benefit) 🎯 Are you within [--] years of retirement It's natural to have questions about your savings retirement timeline and Social Security strategy. In our complimentary Retirement Readiness Review I will personally send you a 10-minute video where I walk through your current retirement situation highlight potential blind spots and provide clarity on the Core [--] Retirement Questions: [--] Do I have enough to retire [--] When can/should I retire [--] When should I file for SSA [--] How to invest in retirement All you have to do is answer [--] quick"
YouTube Link 2025-04-29T19:15Z [--] followers, [---] engagements
"Want to Pay Less Taxes in Retirement Consider these4Strategies. 🎯 Thinking about retirement in the next few years Wed love to help you take the next step with clarity. As part of our process well send you a short personalized video that walks through your retirement outlookbased on just [--] simple questions (it only takes about [--] seconds). We'll also answer the Core [--] Retirement Questions: [--] Do I have enough saved [--] When can I actually retire and feel good about it [--] How will I make the most of Social Security [--] How do I protect and grow what Ive saved Youve worked hard to get here. Lets make"
YouTube Link 2025-04-24T19:30Z [--] followers, [--] engagements
"Roth Conversions: Could You Benefit"
YouTube Link 2025-04-07T19:15Z [--] followers, [--] engagements
"I'm [--] with $1.2M in my 401k. Can I Retire Get Your Complimentary Retirement Readiness Review (Custom Video): https://theretirementreadinessreview.lpages.co/form/ Prefer to Talk to Sean Directly Skip the Line Here: https://form.typeform.com/to/d6sf1pXq Disclosure: The information presented herein is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon sources believed to be reliable we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any"
YouTube Link 2025-09-08T19:45Z [---] followers, [--] engagements
"Once You Understand This Youll Stop Working Past [--] Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultationutm_source=Youtube&utm_medium=youtube+Video&utm_campaign=The+Saving+Paradox%3A+Why+Most+Retirees+Secretly+Struggle&utm_id=The+Saving+Paradox%3A+Why+Most+Retirees+Secretly+Struggle If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP Read a Sample Financial Plan: https://www.thepeakfp.com/blog/sample. _ _ Disclaimer: Please consult with your own tax legal and financial advisors for"
YouTube Link 2025-09-26T21:00Z [---] followers, [---] engagements
"Create Your Own "Pension" in Retirement (Income Strategies) 🎯 Are you within [--] years of retirement It's natural to have questions about your savings retirement timeline and Social Security strategy. In our complimentary Retirement Readiness Review I will personally send you a 10-minute video where I walk through your current retirement situation highlight potential blind spots and provide clarity on the Core [--] Retirement Questions: [--] Do I have enough to retire [--] When can/should I retire [--] When should I file for SSA [--] How to invest in retirement All you have to do is answer [--] quick questions."
YouTube Link 2025-05-01T19:15Z [--] followers, [---] engagements
"Is Retiring Early a GoodIdea (Even if Math SaysNo) Get Your Complimentary Retirement Readiness Review (Custom Video): https://theretirementreadinessreview.lpages.co/form/ Valuable Resources: www.ebri.org/retirement/retirement-confidence-survey www.retirementresearcher.com/the-4-rule-and-the-search-for-a-safe-withdrawal-rate www.hackyourwealth.com/4-percent-rule www.cdc.gov/nchs/fastats/older-american-health.htm www.michiganmedicine.org/health-lab/1-3-older-adults-still-experience-loneliness Disclosure: The information presented herein is not specific to any individual's personal"
YouTube Link 2025-06-07T17:31Z [---] followers, [----] engagements
"The Real Savings Target to Retire Comfortably By [--] Get Your Complimentary Retirement Readiness Review (Custom Video): https://theretirementreadinessreview.lpages.co/form/ Prefer to Talk to Sean Directly Skip the Line Here: https://form.typeform.com/to/d6sf1pXq Resources: www.bls.gov/cpi/factsheets/medical-care.htm Disclosure: The information presented herein is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon sources believed to be reliable we cannot assure the accuracy or completeness of these"
YouTube Link 2025-08-08T20:35Z [---] followers, [---] engagements
"Could We See a [----] Market Crash Worse Than [----] Do This to Protect Your Money Will the next market crash be as bad as the dot-com crash Learn more about the possibility of a recession and how it could impact the economy. Understand the causes and effects of this significant event in financial history and how certain characteristics are similar to what we are facing in [----]. Want our Retirement Readiness Workbook Get it here: https://mailchi.mp/confluencefp/retirement-readiness-workbook Interested in a Retirement Consultation Call with Sean Schedule here:"
YouTube Link 2025-03-21T19:45Z [--] followers, [--] engagements
"Retirees May Get Crushed by RMDs (and Dont EvenRealize) Think youve got your Required Minimum Distributions (RMDs) under control Think again. Many retirees unknowingly make RMD mistakes that trigger steep IRS penalties increase taxes and even raise Medicare premiums. In this video CERTIFIED FINANCIAL PLANNER Sean Stevenson walks you through [--] of the most common RMD mistakesand how to avoid themso you can protect your retirement savings and minimize surprises from Uncle Sam. 🔍 Heres what youll learn: The exact RMD deadlines (and what changes in 2033) How missing just ONE RMD can trigger a 25%"
YouTube Link 2025-05-09T20:15Z [--] followers, [--] engagements
"What No One Tells You About Working Past [--] Get Your Complimentary Retirement Readiness Review (Custom Video): https://theretirementreadinessreview.lpages.co/form/ Prefer to Talk to Sean Directly Skip The Line Here: https://form.typeform.com/to/d6sf1pXq Valuable Resources: www.press.aarp.org/2024-4-24-New-AARP-Survey-1-in-5-Americans-Ages-50 Disclosure: The information presented herein is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon sources believed to be reliable we cannot assure the accuracy"
YouTube Link 2025-07-18T20:13Z [---] followers, [--] engagements
"Staying Invested in [----] & Beyond Capital Group's Article: www.capitalgroup.com/advisor/insights/articles/5-keys-investing.html"
YouTube Link 2025-04-15T19:15Z [--] followers, [---] engagements
"I'm a Retirement Planner: My Honest Advice If You Plan to Retirein Your 50s Get Your Complimentary Retirement Readiness Review (Custom Video): https://theretirementreadinessreview.lpages.co/form/ Valuable Resources: www.bbc.com/news/health-22553577 www.psychologytoday.com/us/free-time-why-having-too-much-or-too-little-isn-t-good Disclosure: The information presented herein is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon sources believed to be reliable we cannot assure the accuracy or"
YouTube Link 2025-06-14T22:49Z [---] followers, [---] engagements
"4 Ways to Save On Taxes & Give to Charity Part [--] Want a Free Retirement Consultation with Sean https://calendly.com/sean-stevenson-confluencefp/freeretirementconsultation Interested in receiving The Wealthy Retiree Newsletter Just let us know: Sean.Stevenson@confluencefp.com Chapters: 00:01 $550B Gave to Charity in [----] 00:34 Introduction 00:47 What Charity Isn't 01:11 Donate Appreciated Assets 02:31 Qualified Charitable Donations (QCDs) 03:39 Summary Resources: www.history.com/topics/19th-century/andrew-carnegie www.cdn.ymaws.com/www.givinginstitute.org/resource"
YouTube Link 2024-11-21T14:25Z [---] followers, [--] engagements
"Can I Retire at [--] with $1.8 Million Saved Get Your Complimentary Retirement Readiness Review (Custom Video): https://theretirementreadinessreview.lpages.co/form/ Prefer to Talk to Sean Directly Skip the Line Here: https://form.typeform.com/to/d6sf1pXq Disclosure: The information presented herein is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon sources believed to be reliable we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any"
YouTube Link 2025-07-31T20:17Z [---] followers, [----] engagements
"Ignore The Social Security Breakeven Age Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultationutm_source=Youtube&utm_medium=youtube+Video&utm_campaign=The+Saving+Paradox%3A+Why+Most+Retirees+Secretly+Struggle&utm_id=The+Saving+Paradox%3A+Why+Most+Retirees+Secretly+Struggle If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP Read a Sample Financial Plan: https://www.thepeakfp.com/blog/sample. _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice."
YouTube Link 2025-10-04T21:00Z [---] followers, 13.1K engagements
"$1.8M Saved by Age 58: Why Don't We Feel Ready to Retire Get Your Complimentary Retirement Readiness Review (Custom Video): https://theretirementreadinessreview.lpages.co/form/ Valuable Resources: www.kitces.com/blog/estimating-changes-in-retirement-expenditures www.us.etrade.com/knowledge/library/retirement-planning/retirement-spending-reality Disclosure: The information presented herein is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon sources believed to be reliable we cannot assure the"
YouTube Link 2025-06-21T21:02Z [---] followers, [---] engagements
"Retiring Between [--] and [--] WatchThisFirst Get Your Complimentary Retirement Readiness Review (Custom Video): https://theretirementreadinessreview.lpages.co/form/ Valuable Resources: www.ebri.org/retirement/retirement-confidence-survey www.napa-net.org/news/2024/7/heres-how-much-retirees-may-need-healthcare-costs Disclosure: The information presented herein is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon sources believed to be reliable we cannot assure the accuracy or completeness of these"
YouTube Link 2025-06-30T12:01Z [---] followers, [---] engagements
"I'm [--] With All Pre-Tax Accounts (401K/ IRA) - How To Minimize Tax Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultationutm_source=Youtube&utm_medium=youtube+Video&utm_campaign=The+Saving+Paradox%3A+Why+Most+Retirees+Secretly+Struggle&utm_id=The+Saving+Paradox%3A+Why+Most+Retirees+Secretly+Struggle If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP Read a Sample Financial Plan: https://www.thepeakfp.com/blog/sample. _ _ Disclaimer: Please consult with your own tax legal and financial advisors"
YouTube Link 2025-10-01T21:00Z [---] followers, [---] engagements
"Think Medicare Covers Everything Here's What We Believe Retirees Need to Know If you're retiring soon it's important to know about health insurance options. Watch this video to learn about health insurance in retirement and how to make the best choice for your healthcare needs #healthinsurance #retirement #insuranceoptions Want our Retirement Readiness Workbook Get it here: https://mailchi.mp/confluencefp/retirement-readiness-workbook Interested in a Retirement Consultation Call with Sean Schedule here: https://calendly.com/sean-stevenson-confluencefp/retirementconsultationcall Chapters 00:00"
YouTube Link 2025-03-28T19:15Z [--] followers, [--] engagements
"If I Did Roth Conversions Again Id Do This Instead Get Your Complimentary Retirement Readiness Review (Custom Video): https://theretirementreadinessreview.lpages.co/form/ Prefer to Talk to Sean Directly Skip the Line Here: https://form.typeform.com/to/d6sf1pXq Disclosure: The information presented herein is not specific to any individual's personal circumstances. These materials are provided for general information and educational purposes based upon sources believed to be reliable we cannot assure the accuracy or completeness of these materials. The information in these materials may change"
YouTube Link 2025-08-29T21:27Z [---] followers, [----] engagements
"Why Retirees Run Out of Money And [--] Strategies ThatCouldSaveYou Are you approaching retirement and wondering how to avoid running out of money Youre not aloneand the truth is many early retirees make the same [--] critical mistakes with their withdrawal strategy. In this video Ill break down four powerful retirement income strategiesthe 4% Rule Bucket Strategy Guardrails and Flooring Approachand show you how to pick the right one based on your goals risk tolerance and spending needs. ✅ How much income can you safely withdraw ✅ Is the 4% rule outdated ✅ Can guardrails protect you in a market"
YouTube Link 2025-05-02T19:59Z [--] followers, [--] engagements
"Simple Exercises to Stay Strong in Retirement (No Gym Required) Staying strong doesnt require a gym These simple low-impact exercises are perfect for maintaining strength balance and flexibility in retirement. Chair yoga walking stretching and moreyou can do these right at home. Invite a friend and make fitness fun Whats your favorite way to stay active Disclaimer: The information provided in this video is for educational/informational purposes only and should not be considered a substitute for professional medical advice or consultation with a healthcare professional. #RetirementFitness"
YouTube Link 2025-05-08T19:15Z [--] followers, [--] engagements
"3 Steps to Take If Your Financial Advisor Is Retiring Ready to take action Get our Retirement Readiness Workbook here: https://mailchi.mp/confluencefp/retirement-readiness-workbook Interested in a Retirement Consultation Call with Sean Schedule here: https://calendly.com/sean-stevenson-confluencefp/retirementconsultationcall Chapters 00:00 Introduction 00:36 Step 1: Understand Your Advisors Current Succession Plan 00:59 About Me & Retirement Readiness Workbook 01:27 Step 2: Get to Know the New Team Members or Find A New Advisor 02:03 Step 3: Stay Proactive with Your Financial Plan 02:24"
YouTube Link 2025-02-13T17:17Z [--] followers, [--] engagements
"Most Retirees Get This Backwards Most Roth conversion advice sounds simple: retire early your income drops convert while taxes are low. But real retirement planning isnt done in tax brackets its done with real dollars real spending and real tradeoffs. When you convert the tax bill doesnt come from nowhere. It comes from the same pool of money meant to fund travel experiences and peace of mind in your healthiest retirement years. In my latest video I walk through a real household plan to show what actually happens when Roth conversions are layered on too aggressively including how they can"
YouTube Link 2025-12-18T15:34Z 12K followers, [----] engagements
"Why Everything In Retirement Changes After [--] Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not verified"
YouTube Link 2025-11-12T22:00Z 12K followers, [----] engagements
"6 Purchases Rich Retirees Say Changed Everything Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not"
YouTube Link 2025-11-15T22:00Z 12K followers, [----] engagements
"Retired Couples Can LEGALLY Keep $220500 Without Paying Taxes Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They"
YouTube Link 2025-12-02T22:00Z 12K followers, [---] engagements
"Why "Average Retirement Income" Is Completely Useless The average retirement income is $142500. Sounds great right Except that the median is only $60900. And if you're single Just $28028. The bottom 20% of retirees live on Social Security which can represent up to 83% of their income. The top 20% Just 12%. If you're planning around averages you're using the wrong playbook. Know where you actually stand not the average. If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial"
YouTube Link 2026-01-12T22:00Z 12K followers, [----] engagements
"These Financial Statistics of the Average Retiree Are Eye-Opening Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP Sources: www.federalreserve.gov/publications/files/scf23.pdf www.federalreserve.gov/publications/october-2023-changes-in-us-family-finances-from-2019-to-2022.htm www.federalreserve.gov/econres/scfindex.htm www.congress.gov/crs_external_products/R/PDF/R48143/R48143.2.pdf"
YouTube Link 2026-01-10T22:00Z 12K followers, [----] engagements
"The [--] Levels Of Wealth In Retirement - Where Does $2M Put You Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They"
YouTube Link 2025-10-22T21:00Z 12K followers, [----] engagements
"The $1 Healthcare Trap One dollar. That's all it takes to add thousands to your health insurance bill in early retirement. Here's what happens: You're [--] retired buying ACA insurance. You set your withdrawals at $8000 a month and start pulling from your IRA. and suddenly your premium jumps by $200 $300 even $500 a month. What's the culprit For a couple if your household income hits $84601 instead of $84600 you can lose your entire ACA subsidy in [----]. Same spending same lifestyle just one dollar over the line. The fix isn't spending less. It's funding the same spending differently. In my"
YouTube Link 2026-01-22T22:00Z 12K followers, [---] engagements
"7 Assets Rich Retirees Never Buy - But Poor Ones Always Do Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are"
YouTube Link 2025-11-08T22:00Z 12K followers, [----] engagements
"This Social Security Strategy Saved Their Early Retirement I had clients delay both Social Security checks because "that's what they thought they were supposed to do maximize their benefit." But they were waiting unnecessarily because for married couples often the best move is to split the decision. What I mean by that is the lower-earning spouse claims early and the higher-earning spouse delays until age [--]. This one shift protected their portfolio when it mattered most during early retirement and still maximized their survivor benefit. So your question shouldn't be early versus late; it's"
YouTube Link 2026-01-09T22:00Z 12K followers, [----] engagements
"Vanguard HATES This 401k Move That Lets You Retire Early Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultationutm_source=Youtube&utm_medium=youtube+Video&utm_campaign=The+Saving+Paradox%3A+Why+Most+Retirees+Secretly+Struggle&utm_id=The+Saving+Paradox%3A+Why+Most+Retirees+Secretly+Struggle If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP Read a Sample Financial Plan: https://www.thepeakfp.com/blog/sample. _ _ Disclaimer: Please consult with your own tax legal and financial advisors for"
YouTube Link 2025-10-08T21:00Z 11.2K followers, [----] engagements
"How Many Retirees Are Actually Millionaires (Without Their Homes) Work With Us: https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not verified may not be accurate and"
YouTube Link 2026-01-14T22:00Z 12K followers, [----] engagements
"Social Security at [--] or Wait The Truth Youre Not Being Told Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They"
YouTube Link 2026-01-07T22:00Z 12K followers, [---] engagements
"The Roth Conversion Trap That Hits You AFTER You Retire If youre retiring in [----] heres a warning: Convert to Roth is not automatically smart. Its a bet. And the part most people miss is what happens after the conversion year. You can do the math on taxes feel great and then get blindsided by higher Medicare premiums later because your income crossed a threshold you didnt plan for. So many planning softwares recommend conversions up through the 35% or even 37% brackets when you're planning to age [--]. But we know that's not always real life. So the better question isnt Should I convert Its:"
YouTube Link 2026-01-18T22:00Z 12K followers, [----] engagements
"The Medicare Bill Nobody Warned You About Just a quick heads up: RMDs dont just raise taxes they can raise your Medicare premiums too. Ive seen couples hit age [--] with a large IRAs get forced into a six-figure required minimum distributions and then two years later Medicare gets thousands more expensive for the exact same coverage. In my latest video I break down exactly how IRMAA works and the two simple moves that you can use to reduce future RMDs. If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your"
YouTube Link 2025-12-26T22:00Z 12K followers, [----] engagements
"The Hidden Cost of RMDs Nobody Is Talking About Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation Excel sheet link: https://docs.google.com/spreadsheets/d/1f7VIoQ9vRxIvRqAZqDUFj2SShEDUepGn/editusp=sharing&ouid=109701608442521664318&rtpof=true&sd=true If you liked this video make sure to click thumbs up and subscribe @SeanAtThePeakFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of"
YouTube Link 2025-12-24T22:00Z 12K followers, [----] engagements
"The Millionaire Mirage: Why Net Worth Lies to Retirees You're told that [--] in [--] retirees is a millionaire. But here's what they don't tell you: take away the house and that drops to just [--] in [--]. That's [--] million households who are only millionaires on paper. They have the net worth. They just don't have the cash flow. Because here's the truth: a house is security. A portfolio is a paycheck. And in retirement You don't live on a balance sheet. You live on income. If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please"
YouTube Link 2026-01-15T22:00Z 12K followers, [----] engagements
"The Social Security Math Everyone Gets Wrong Everyone obsesses over the breakeven age for Social Security. "File at [--] you break even at 84" But here's what they're missing: breakeven math assumes your portfolio cooperates perfectly. It assumes the market doesn't crash right when you retire. It assumes you never need flexibility. Real retirement planning isn't about maximizing one number on paper; it's about managing risk when life doesn't follow the spreadsheet. Sometimes claiming early is the mathematically smarter move and in my latest video I show you the five types of retirees who should"
YouTube Link 2026-01-08T22:00Z 12K followers, [----] engagements
"The ACA Tax Torpedo If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not verified may not be accurate and should not be considered testimonials or endorsements"
YouTube Link 2025-12-20T22:00Z 12K followers, 43.9K engagements
"Most Retirees Ignore This Hidden Social Security Math Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not"
YouTube Link 2025-10-25T21:02Z 12K followers, [----] engagements
"When Your RMD is Bigger Than Your Lifestyle If your IRA or 401(k) is large heres a retirement gotcha most people miss: your first RMD can be way higher than what you actually spend and that extra income can trigger IRMAA meaning higher Part B and D premiums per person. In the most recent video I walk through a real case study show two strategies to shrink RMDs and Im giving away my free RMD calculator. If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for"
YouTube Link 2025-12-25T22:00Z 12K followers, [----] engagements
"When I show retirees this they stop worrying about Roth conversions Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanAtThePeakFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning."
YouTube Link 2025-12-17T22:00Z 12K followers, [----] engagements
"Same Net Worth Completely Different Retirement Two retirees. Both are worth $1 million. First one: $850000 home $150000 invested. Second one: $300000 home $700000 invested. Same net worth. But the second retiree has [---] times more retirement income. One is house-rich and cash-constrained. The other has flexibility liquidity and choices. This is why retirement planning isn't about hitting a net worth number. It's about answering one question: how much of my wealth can actually fund my lifestyle Because you can't pay bills with home equity. If you liked this video make sure to click thumbs up"
YouTube Link 2026-01-16T22:00Z 12K followers, [----] engagements
"The $2M Survivor Test: Why Taxes Can Jump After a Spouse Passes Heres the stress test retirees miss at $2 million: the survivor test. When one spouse passes away the survivor often goes from married filing jointly to single and tax brackets get tighter. The scary part Income doesnt always drop as much as people expect so taxes can rise even if lifestyle stays similar. Now this usually isnt a your whole income gets taxed higher situation because we use a marginal system. Only the top dollars face the higher rates. But it is something you should plan for in case it happens. If you liked this"
YouTube Link 2026-01-04T22:00Z 12K followers, [----] engagements
"The 4% Rule Is Ruining Retirements in the Go-Go Years The biggest retirement lie isnt 4% is wrong. Its thinking 4% is the plan. Real spending isnt linear; your early go-go years are often the most expensive especially before Social Security starts. A strong plan can support a temporary 68% withdrawal rate early but only if you have guardrails for what youll do if markets drop in year one or two of retirement. So dont ask Should I take 4% Ask: How much can I take based on my assets and income and the lifestyle I want to lead If you liked this video make sure to click thumbs up and subscribe"
YouTube Link 2026-01-17T22:15Z 12K followers, [----] engagements
"If youre 55-65 watch this life lessons from [--] year olds Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are"
YouTube Link 2025-11-05T22:00Z 12K followers, [----] engagements
"Once You Hit $2M Your Tax Return Becomes the Steering Wheel (Retirement Trap) Crossing $2 million doesnt end retirement stress; it can start a new kind. Because at this level the biggest threat often isnt the market Its how your income shows up on your tax return. Two couples can spend the same $100k a year but one pays way more in taxes and Medicare premiums because theyre pulling from the wrong tax bucket. Remember these three levers: which account you pull from when you pull it and what type of income you create. Control those and $2M becomes freedom not friction. If you liked this video"
YouTube Link 2026-01-05T00:01Z 12K followers, [----] engagements
"The New $6000 Senior Tax Deduction Explained Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not verified"
YouTube Link 2025-11-26T22:01Z 12K followers, [----] engagements
"If I Retired In [----] Id Ignore These Lies Work With Us: https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not verified may not be accurate and should not be considered"
YouTube Link 2026-01-17T22:00Z 12K followers, [----] engagements
"How To Sell Your Assets Once You Retire Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanAtThePeakFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not verified may not"
YouTube Link 2025-12-21T22:00Z 12K followers, [---] engagements
"The Hidden Cost of Working Past [--] No One Tells You About Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are"
YouTube Link 2025-12-06T22:01Z 12K followers, [---] engagements
"If You're These [--] Types of Retirees NEVER Convert to Roth Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are"
YouTube Link 2025-11-22T22:00Z 12K followers, 11.6K engagements
"New Vanguard Data Shows Your Portfolio Is Too Aggressive Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanAtThePeakFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not"
YouTube Link 2025-12-13T22:00Z 12K followers, [----] engagements
"The Simple Truth of Roth Conversions If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not verified may not be accurate and should not be considered testimonials or endorsements"
YouTube Link 2025-12-18T22:01Z 12K followers, [----] engagements
"When You Retire with $3M Tell No One.Here's Why Work With Us: https://roadmap.thepeakfp.com/utm_campaign=331984105-YouTube%20Leads%20-%20Sean&utm_source=YouTube&utm_content=When_You_Retire_With_2M_Tell_No_One If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent"
YouTube Link 2026-02-07T22:00Z 12K followers, [----] engagements
"Once Early Retirees Save $2M Healthcare Becomes Easy Work With Us: https://roadmap.thepeakfp.comutm_campaign=331984105-YouTube%20Leads%20-%20Sean&utm_source=YouTube&utm_content=Once_Early_Retirees_Save_2M If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the"
YouTube Link 2026-01-31T22:00Z 12K followers, [----] engagements
"The $1 Healthcare Mistake That Costs Early Retirees Thousands Work With Us: https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not verified may not be accurate and"
YouTube Link 2026-01-21T22:00Z 12K followers, [---] engagements
"Once You Have $1M the S&P [---] Doesn't Matter Anymore Work With Us: https://roadmap.thepeakfp.comutm_campaign=331984105-YouTube%20Leads%20-%20Sean&utm_source=YouTube&utm_content=Once_You_Have_1M If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of"
YouTube Link 2026-01-24T22:00Z 12K followers, [----] engagements
"Once Retirees Save $2M Everything Changes. Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not verified may"
YouTube Link 2026-01-03T22:00Z 12K followers, [----] engagements
"This Is How Smart IRA Millionaires Avoid Tax Work With Us: https://roadmap.thepeakfp.comutm_campaign=331984105-YouTube%20Leads%20-%20Sean&utm_source=YouTube&utm_content=This_Is_How_Smart_IRA_Millionaires If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the"
YouTube Link 2026-01-28T22:00Z 12K followers, 14.5K engagements
"The "Average Retiree" Has $554K Saved (Here's Why That's A Lie) You mightve heard the AVERAGE retiree has over $500000 saved. Here's the problem: only 47% of retirees even have a retirement account. And among those who do The MEDIAN balance is $170000 not $554000. That higher number is the average pulled up by millionaires. The median is the middle person half above half below. So stop comparing yourself to the fallacy that is the average. Know where you actually stand and plan for the lifestyle you want to lead not to target a fictional average. If you liked this video make sure to click"
YouTube Link 2026-01-11T22:00Z 12K followers, [----] engagements
"The Pension Trap That DESTROYED $600k In Retirement Savings Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are"
YouTube Link 2025-10-18T21:00Z 12K followers, [----] engagements
"Its Boring But This Lets Retirees Spend $11k/Month Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not"
YouTube Link 2025-12-10T22:00Z 12K followers, [----] engagements
"The Hidden Costs Of Relocating In Retirement Work With Us: https://roadmap.thepeakfp.com/utm_campaign=331984105-YouTube%20Leads%20-%20Sean&utm_source=YouTube&utm_content=the_hidden_costs_of_relocating If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the"
YouTube Link 2026-02-04T22:01Z 12K followers, [---] engagements
"I'm a Retirement Expert: Here's Why RMDs Don't Matter Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultationutm_source=Youtube&utm_medium=youtube+Video&utm_campaign=The+Saving+Paradox%3A+Why+Most+Retirees+Secretly+Struggle&utm_id=The+Saving+Paradox%3A+Why+Most+Retirees+Secretly+Struggle If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP Read a Sample Financial Plan: https://www.thepeakfp.com/blog/sample. _ _ Disclaimer: Please consult with your own tax legal and financial advisors for"
YouTube Link 2025-10-11T21:00Z 12K followers, 88.7K engagements
"Smart Retirees Know Exactly When Their 401(k) is Enough to Retire Early Work With Us: https://roadmap.thepeakfp.com/utm_campaign=331984105-YouTube%20Leads%20-%20Sean&utm_source=YouTube&utm_content=Smart_Retirees_Know_When_401K_Is_Enough If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and"
YouTube Link 2026-02-14T22:00Z 12K followers, [----] engagements
"When You Retire with $3M Tell No One.Here's Why Work With Us: https://roadmap.thepeakfp.com/utm_campaign=331984105-YouTube%20Leads%20-%20Sean&utm_source=YouTube&utm_content=When_You_Retire_With_2M_Tell_No_One If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent"
YouTube Link 2026-02-07T22:00Z 12K followers, [----] engagements
"The Hidden Costs Of Relocating In Retirement Work With Us: https://roadmap.thepeakfp.com/utm_campaign=331984105-YouTube%20Leads%20-%20Sean&utm_source=YouTube&utm_content=the_hidden_costs_of_relocating If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the"
YouTube Link 2026-02-04T22:01Z 12K followers, [---] engagements
"Once Early Retirees Save $2M Healthcare Becomes Easy Work With Us: https://roadmap.thepeakfp.comutm_campaign=331984105-YouTube%20Leads%20-%20Sean&utm_source=YouTube&utm_content=Once_Early_Retirees_Save_2M If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the"
YouTube Link 2026-01-31T22:00Z 12K followers, [----] engagements
"This Is How Smart IRA Millionaires Avoid Tax Work With Us: https://roadmap.thepeakfp.comutm_campaign=331984105-YouTube%20Leads%20-%20Sean&utm_source=YouTube&utm_content=This_Is_How_Smart_IRA_Millionaires If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the"
YouTube Link 2026-01-28T22:00Z 12K followers, 14.5K engagements
"Once You Have $1M the S&P [---] Doesn't Matter Anymore Work With Us: https://roadmap.thepeakfp.comutm_campaign=331984105-YouTube%20Leads%20-%20Sean&utm_source=YouTube&utm_content=Once_You_Have_1M If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of"
YouTube Link 2026-01-24T22:00Z 12K followers, [----] engagements
"Why Your IRA Is Dangerous Before [--] Your IRA might be sabotaging your healthcare costs and you don't even know it. Most early retirees do this: retire at [--] need $8000 a month start pulling from the IRA because it's easy. Makes sense right Wrong. Every IRA dollar is taxable income. And in the ACA years before Medicare your premium is tied to that income number. Cross the line which is $84600 for a couple by just one dollar and your subsidy can vanish. What becomes paramount is how you take your income. Think of it like three gas stations: Roth is free gas taxable accounts are cheap gas and"
YouTube Link 2026-01-23T22:00Z 12K followers, [----] engagements
"The $1 Healthcare Trap One dollar. That's all it takes to add thousands to your health insurance bill in early retirement. Here's what happens: You're [--] retired buying ACA insurance. You set your withdrawals at $8000 a month and start pulling from your IRA. and suddenly your premium jumps by $200 $300 even $500 a month. What's the culprit For a couple if your household income hits $84601 instead of $84600 you can lose your entire ACA subsidy in [----]. Same spending same lifestyle just one dollar over the line. The fix isn't spending less. It's funding the same spending differently. In my"
YouTube Link 2026-01-22T22:00Z 12K followers, [---] engagements
"The $1 Healthcare Mistake That Costs Early Retirees Thousands Work With Us: https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not verified may not be accurate and"
YouTube Link 2026-01-21T22:00Z 12K followers, [---] engagements
"The Roth Conversion Trap That Hits You AFTER You Retire If youre retiring in [----] heres a warning: Convert to Roth is not automatically smart. Its a bet. And the part most people miss is what happens after the conversion year. You can do the math on taxes feel great and then get blindsided by higher Medicare premiums later because your income crossed a threshold you didnt plan for. So many planning softwares recommend conversions up through the 35% or even 37% brackets when you're planning to age [--]. But we know that's not always real life. So the better question isnt Should I convert Its:"
YouTube Link 2026-01-18T22:00Z 12K followers, [----] engagements
"The 4% Rule Is Ruining Retirements in the Go-Go Years The biggest retirement lie isnt 4% is wrong. Its thinking 4% is the plan. Real spending isnt linear; your early go-go years are often the most expensive especially before Social Security starts. A strong plan can support a temporary 68% withdrawal rate early but only if you have guardrails for what youll do if markets drop in year one or two of retirement. So dont ask Should I take 4% Ask: How much can I take based on my assets and income and the lifestyle I want to lead If you liked this video make sure to click thumbs up and subscribe"
YouTube Link 2026-01-17T22:15Z 12K followers, [----] engagements
"If I Retired In [----] Id Ignore These Lies Work With Us: https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not verified may not be accurate and should not be considered"
YouTube Link 2026-01-17T22:00Z 12K followers, [----] engagements
"Same Net Worth Completely Different Retirement Two retirees. Both are worth $1 million. First one: $850000 home $150000 invested. Second one: $300000 home $700000 invested. Same net worth. But the second retiree has [---] times more retirement income. One is house-rich and cash-constrained. The other has flexibility liquidity and choices. This is why retirement planning isn't about hitting a net worth number. It's about answering one question: how much of my wealth can actually fund my lifestyle Because you can't pay bills with home equity. If you liked this video make sure to click thumbs up"
YouTube Link 2026-01-16T22:00Z 12K followers, [----] engagements
"The Millionaire Mirage: Why Net Worth Lies to Retirees You're told that [--] in [--] retirees is a millionaire. But here's what they don't tell you: take away the house and that drops to just [--] in [--]. That's [--] million households who are only millionaires on paper. They have the net worth. They just don't have the cash flow. Because here's the truth: a house is security. A portfolio is a paycheck. And in retirement You don't live on a balance sheet. You live on income. If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please"
YouTube Link 2026-01-15T22:00Z 12K followers, [----] engagements
"How Many Retirees Are Actually Millionaires (Without Their Homes) Work With Us: https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not verified may not be accurate and"
YouTube Link 2026-01-14T22:00Z 12K followers, [----] engagements
"Why "Average Retirement Income" Is Completely Useless The average retirement income is $142500. Sounds great right Except that the median is only $60900. And if you're single Just $28028. The bottom 20% of retirees live on Social Security which can represent up to 83% of their income. The top 20% Just 12%. If you're planning around averages you're using the wrong playbook. Know where you actually stand not the average. If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial"
YouTube Link 2026-01-12T22:00Z 12K followers, [----] engagements
"The "Average Retiree" Has $554K Saved (Here's Why That's A Lie) You mightve heard the AVERAGE retiree has over $500000 saved. Here's the problem: only 47% of retirees even have a retirement account. And among those who do The MEDIAN balance is $170000 not $554000. That higher number is the average pulled up by millionaires. The median is the middle person half above half below. So stop comparing yourself to the fallacy that is the average. Know where you actually stand and plan for the lifestyle you want to lead not to target a fictional average. If you liked this video make sure to click"
YouTube Link 2026-01-11T22:00Z 12K followers, [----] engagements
"These Financial Statistics of the Average Retiree Are Eye-Opening Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP Sources: www.federalreserve.gov/publications/files/scf23.pdf www.federalreserve.gov/publications/october-2023-changes-in-us-family-finances-from-2019-to-2022.htm www.federalreserve.gov/econres/scfindex.htm www.congress.gov/crs_external_products/R/PDF/R48143/R48143.2.pdf"
YouTube Link 2026-01-10T22:00Z 12K followers, [----] engagements
"This Social Security Strategy Saved Their Early Retirement I had clients delay both Social Security checks because "that's what they thought they were supposed to do maximize their benefit." But they were waiting unnecessarily because for married couples often the best move is to split the decision. What I mean by that is the lower-earning spouse claims early and the higher-earning spouse delays until age [--]. This one shift protected their portfolio when it mattered most during early retirement and still maximized their survivor benefit. So your question shouldn't be early versus late; it's"
YouTube Link 2026-01-09T22:00Z 12K followers, [----] engagements
"The Social Security Math Everyone Gets Wrong Everyone obsesses over the breakeven age for Social Security. "File at [--] you break even at 84" But here's what they're missing: breakeven math assumes your portfolio cooperates perfectly. It assumes the market doesn't crash right when you retire. It assumes you never need flexibility. Real retirement planning isn't about maximizing one number on paper; it's about managing risk when life doesn't follow the spreadsheet. Sometimes claiming early is the mathematically smarter move and in my latest video I show you the five types of retirees who should"
YouTube Link 2026-01-08T22:00Z 12K followers, [----] engagements
"Social Security at [--] or Wait The Truth Youre Not Being Told Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They"
YouTube Link 2026-01-07T22:00Z 12K followers, [---] engagements
"Once You Hit $2M Your Tax Return Becomes the Steering Wheel (Retirement Trap) Crossing $2 million doesnt end retirement stress; it can start a new kind. Because at this level the biggest threat often isnt the market Its how your income shows up on your tax return. Two couples can spend the same $100k a year but one pays way more in taxes and Medicare premiums because theyre pulling from the wrong tax bucket. Remember these three levers: which account you pull from when you pull it and what type of income you create. Control those and $2M becomes freedom not friction. If you liked this video"
YouTube Link 2026-01-05T00:01Z 12K followers, [----] engagements
"The $2M Survivor Test: Why Taxes Can Jump After a Spouse Passes Heres the stress test retirees miss at $2 million: the survivor test. When one spouse passes away the survivor often goes from married filing jointly to single and tax brackets get tighter. The scary part Income doesnt always drop as much as people expect so taxes can rise even if lifestyle stays similar. Now this usually isnt a your whole income gets taxed higher situation because we use a marginal system. Only the top dollars face the higher rates. But it is something you should plan for in case it happens. If you liked this"
YouTube Link 2026-01-04T22:00Z 12K followers, [----] engagements
"Once Retirees Save $2M Everything Changes. Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not verified may"
YouTube Link 2026-01-03T22:00Z 12K followers, [----] engagements
"How Many Retirees Actually Have $1M/$3M/$5M Saved. Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not"
YouTube Link 2025-12-28T22:00Z 12K followers, 13.9K engagements
"The Medicare Bill Nobody Warned You About Just a quick heads up: RMDs dont just raise taxes they can raise your Medicare premiums too. Ive seen couples hit age [--] with a large IRAs get forced into a six-figure required minimum distributions and then two years later Medicare gets thousands more expensive for the exact same coverage. In my latest video I break down exactly how IRMAA works and the two simple moves that you can use to reduce future RMDs. If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your"
YouTube Link 2025-12-26T22:00Z 12K followers, [----] engagements
"When Your RMD is Bigger Than Your Lifestyle If your IRA or 401(k) is large heres a retirement gotcha most people miss: your first RMD can be way higher than what you actually spend and that extra income can trigger IRMAA meaning higher Part B and D premiums per person. In the most recent video I walk through a real case study show two strategies to shrink RMDs and Im giving away my free RMD calculator. If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for"
YouTube Link 2025-12-25T22:00Z 12K followers, [----] engagements
"The Hidden Cost of RMDs Nobody Is Talking About Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation Excel sheet link: https://docs.google.com/spreadsheets/d/1f7VIoQ9vRxIvRqAZqDUFj2SShEDUepGn/editusp=sharing&ouid=109701608442521664318&rtpof=true&sd=true If you liked this video make sure to click thumbs up and subscribe @SeanAtThePeakFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of"
YouTube Link 2025-12-24T22:00Z 12K followers, [----] engagements
"What to Sell First Use This One Rule If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not verified may not be accurate and should not be considered testimonials or endorsements"
YouTube Link 2025-12-21T22:01Z 12K followers, [----] engagements
"How To Sell Your Assets Once You Retire Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanAtThePeakFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not verified may not"
YouTube Link 2025-12-21T22:00Z 12K followers, [---] engagements
"The ACA Tax Torpedo If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not verified may not be accurate and should not be considered testimonials or endorsements"
YouTube Link 2025-12-20T22:00Z 12K followers, 43.9K engagements
"The Simple Truth of Roth Conversions If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not verified may not be accurate and should not be considered testimonials or endorsements"
YouTube Link 2025-12-18T22:01Z 12K followers, [----] engagements
"Most Retirees Get This Backwards Most Roth conversion advice sounds simple: retire early your income drops convert while taxes are low. But real retirement planning isnt done in tax brackets its done with real dollars real spending and real tradeoffs. When you convert the tax bill doesnt come from nowhere. It comes from the same pool of money meant to fund travel experiences and peace of mind in your healthiest retirement years. In my latest video I walk through a real household plan to show what actually happens when Roth conversions are layered on too aggressively including how they can"
YouTube Link 2025-12-18T15:34Z 12K followers, [----] engagements
"When I show retirees this they stop worrying about Roth conversions Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanAtThePeakFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning."
YouTube Link 2025-12-17T22:00Z 12K followers, [----] engagements
"New Vanguard Data Shows Your Portfolio Is Too Aggressive Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanAtThePeakFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not"
YouTube Link 2025-12-13T22:00Z 12K followers, [----] engagements
"Its Boring But This Lets Retirees Spend $11k/Month Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not"
YouTube Link 2025-12-10T22:00Z 12K followers, [----] engagements
"The Hidden Cost of Working Past [--] No One Tells You About Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are"
YouTube Link 2025-12-06T22:01Z 12K followers, [---] engagements
"Retired Couples Can LEGALLY Keep $220500 Without Paying Taxes Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They"
YouTube Link 2025-12-02T22:00Z 12K followers, [---] engagements
"The New $6000 Senior Tax Deduction Explained Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not verified"
YouTube Link 2025-11-26T22:01Z 12K followers, [----] engagements
"If You're These [--] Types of Retirees NEVER Convert to Roth Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are"
YouTube Link 2025-11-22T22:00Z 12K followers, 11.6K engagements
"The Hidden RMD Math Most Retirees Miss Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not verified may not"
YouTube Link 2025-11-19T22:00Z 12K followers, 63.8K engagements
"6 Purchases Rich Retirees Say Changed Everything Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not"
YouTube Link 2025-11-15T22:00Z 12K followers, [----] engagements
"Why Everything In Retirement Changes After [--] Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not verified"
YouTube Link 2025-11-12T22:00Z 12K followers, [----] engagements
"7 Assets Rich Retirees Never Buy - But Poor Ones Always Do Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are"
YouTube Link 2025-11-08T22:00Z 12K followers, [----] engagements
"If youre 55-65 watch this life lessons from [--] year olds Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are"
YouTube Link 2025-11-05T22:00Z 12K followers, [----] engagements
"401k vs Social Security vs Pension: Which Should You Claim First Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation Loan Calculator: https://www.thecalculatorsite.com/finance/calculators/loan-payoff-calculator.php If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the"
YouTube Link 2025-11-01T21:00Z 12K followers, 480.3K engagements
"If Youre These [--] Types Of Retirees Youre In The Top 1% Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation Loan Calculator: https://www.thecalculatorsite.com/finance/calculators/loan-payoff-calculator.php If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of"
YouTube Link 2025-10-29T21:00Z 12K followers, 271.7K engagements
"Most Retirees Ignore This Hidden Social Security Math Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are not"
YouTube Link 2025-10-25T21:02Z 12K followers, [----] engagements
"The [--] Levels Of Wealth In Retirement - Where Does $2M Put You Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They"
YouTube Link 2025-10-22T21:00Z 12K followers, [----] engagements
"The Pension Trap That DESTROYED $600k In Retirement Savings Interested in a plan to Navigate the Retirement Risk Zone https://www.thepeakfp.com/free-consultation If you liked this video make sure to click thumbs up and subscribe @SeanStevensonCFP Sean Stevenson CFP _ _ Disclaimer: Please consult with your own tax legal and financial advisors for personalized advice. Peak Financial Planning Inc or its members cannot be held liable for any use or misuse of this content. Comments reflect the views of individual users and do not necessarily represent the views of Peak Financial Planning. They are"
YouTube Link 2025-10-18T21:00Z 12K followers, [----] engagements
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