Скачать или смотреть How Long Should I Plan To Live For In Retirement?│Root Drops with JT Trimble

Most people think about investment returns and account balances. Fewer decide on a realistic life expectancy for planning. And that choice matters just as much.

In this Root Drops episode, Ari and JT explain why your “plan-to age” drives Social Security timing, withdrawal strategy, taxes, and lifestyle. They show how a simple baseline can anchor the plan, then get tailored by health, family history, and stress—sometimes even improving after retirement when work stress drops.

JT breaks it down: start with a conservative baseline (often age 90), adjust for your specifics, protect liquidity, and balance enjoying life now with making money last. The order matters, especially if you want the freedom to retire earlier.

Want to work with JT? Start here → https://www.rootfinancial.com/intro/j...

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⏱Timestamps:⏱
00:00 - How Should I Calculate?
02:09 - JT Shares What To Guide Your Plan
04:14 - Maximizing Your Enjoyment
05:54 - Back to Ari: What Life Can Be
06:17 - How You Can Work With JT
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