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The hardest financial transition you will ever make isn’t making your first million. It isn’t buying your first home. It is the transition from "Accumulation" to "Decumulation."

If you have spent the last 30 or 40 years as a saver and a high achiever, you might be stuck in the "Accumulation Trap." You have the assets, but you don’t feel you have permission to enjoy them. You keep moving the goalposts, thinking, "Just one more year."

In this video, Sanjay Gambhir (Lead Advisor at The Wealth Point) explains why successful professionals struggle to switch off, and why traditional financial advice often fails to solve this problem.

In this video, we cover:

🧠 The Psychological Trap Why you are suffering from permanent anxiety despite having wealth, and why "products" (pensions, ISAs, funds) are not the solution.

🪣 The Bucket Framework We move beyond spreadsheets to look at your reality. We analyze your Liquid Capital, Fixed Assets, Inflows, and Outflows to determine which of the three categories you fall into:

The Not Enoughs: Need immediate intervention.

The Got Too Much: A failure of planning (paying too much tax, working too long).

The Just Rights: People who have won the game but are still playing because they lack clarity.

📉 The Silent Killer: Sequence of Returns Risk We explain the "Retirement Risk Zone." Why a market crash while you are working is an opportunity, but a market crash when you retire can be a disaster that you cannot recover from.

🛡️ Planning for Prudence, Not Performance How we "Stress Test" your retirement against historical events like the 2008 Financial Crisis and the Dot-Com bubble to ensure you never run out of money.

Life is NOT a rehearsal. Your money is there to serve your life, not the other way around. If you are a "Just Right" living in fear, we exist to give you the clarity to stop worrying and start living.

👇 Ready to find out if you have "Enough"? Let's start the conversation.

🌐 Visit our website: thewealthpoint.co.uk

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