5 Most Important Parts Of A Successful Plan

What are the most important parts of a successful plan? Is it your investment allocation? Is it how to maximize the amount you save on taxes? Is it the income you can create? Check out this video to understand what I view as the most important parts of a successful financial plan.
Learn the tips & strategies to create your secure retirement.
⏰ TIMESTAMPS
00:00 - Introduction
1:12 - How to view personal finance
3:49 - How can you get the most life from your money?
5:31 - The power of momentum
7:08 - The wonder of diversification
9:24 - Financial behavior awareness
10:49 - Identity-based habits
13:29 - Retirement spending tips
15:05 - Why I rarely check my money
17:00 - Saving mindset to spending mindset
Free Retirement Checklist Here: rootfinancialpartners.lpages....
SUBSCRIBE HERE: / @rootfp
_ _
For more resources and content, check us out below!
Website // rootfinancialpartners.com/
Podcast // readyforretirement.co/
Instagram // / rootfinancialpartners
Facebook // / rootfinancialpartners
LinkedIn // / 18347030
Other videos we think you'll like:
Why I Started Root Financial Partners // • Why I Started the Read...
How Would You Feel If You Knew You Could Retire Today? // • Why I Started the Read...
What Makes Our Approach Different? // • Why I Started the Read...

[@angielee8901]

James is so young, yet so wise. The ideas are so profound but the concepts are so simple. Great job, James. I can tell that you will go far in life by helping others. Keep on teaching and sharing.

[@genglandoh]

Thanks for your video.
I am 67 and have been working for over 50 years, it is very hard for me to retire completely.
My plan is to retire in June 2024 but I will be working 2 part time jobs.
Job1 - winter season - Teaching he USCG Captains License Class (12 weeks per year)
Job2 - Summer season - Teaching people how to use maneuver there boats on the water. (20 hours per week)

[@lindsayjohnston7465]

First person on CZcams that gives you right advice every person is different financial situation and goals Remember life's troubles can change plans tomorrow job loss health issues

[@RootFP]

Thanks Lindsay!

[@Riversauklabs]

Oh boy did I find myself cringing. This was unexpected and valuable. Keep it up.

[@bryanwhitton1784]

Wow, I am the first to comment. Excellent video. I am retiring on April 18th. What am I doing now to prepare for it? I am working two part time jobs. The idea of me not working is very alien to me. I've been doing it for 5 decades, can't stop now. Right? :-)

[@RootFP]

Thanks for watching Bryan!

[@kyrian2307]

*Economic growth doesn't mean anything if it leave people out. Jobs will pay your bills, business will make you rich but Investment make and keeps you healthy*

[@Mexicobeanpole]

Me too. I’m in my 60s. I can’t imagine not working. I’ve worked since I was 15!

[@Max-nt7ho]

Thank you for sharing these important nuances & often overlooked aspects of retirement planning. Much appreciated.
Your mentioning of James Clear & small wins in changing habits reminded me that, I should re-read James Clear’s “Atomic Habits”. 😊

[@RootFP]

Thank you for watching! Glad you liked the video!

[@michaelalberts4699]

Very profound James. Thank you!

[@RootFP]

You are welcome Michael! Thanks for watching!

[@neilcook1652]

I love this video, so much ‘common sense’ which of course isn’t so common.Simple words that are no less powerful for their simplicity.

[@RootFP]

Thank you Neil!

[@markfung6418]

Hi James, thanks for sharing your insightful perspective! Mark.

[@RootFP]

You are welcome! Thanks for watching Mark!

[@harveyquinton6303]

James always provides thought provoking information. Item #3 is the most challenging for me. You can not buy friends, hobbies or a myriad of non-tangible things. Takes a different kind of work to acquire those. James is spot on when looking to retire without them.

[@RootFP]

Thank you so much Harvey! Glad you liked the video!

[@legiontheatregroup]

Your views are very refreshing. Great video, thank you.

[@RootFP]

You are welcome! Thanks for watching!

[@wendynoble6545]

Thanks, that was so important to hear.

[@RootFP]

You are welcome Wendy! Thanks for watching!

[@acahterer9699]

Love your video so much. Regards from Malaysia 🤗

[@RootFP]

Thank you so much!

[@giovanibarbossa4110]

Useful tips. Thank you!

[@RootFP]

Thanks for watching!

[@SunAtNight731]

Very profound! I appreciate your approach.

[@RootFP]

Thank you, Joe!

[@jasonjstdr]

Great explanation of how to focus on money as a means rather than a goal. Please do a video that emphasizes money as a tool for improving life before retirement? Many young people want to focus on making the most of their money now rather than in some distant future. Retirement is a turn-off.

[@patrickschwartz7505]

Great video, good job!

[@RootFP]

Thank you very much Patrick!

[@lmr691]

Wise video!

[@RootFP]

Thank you Lyn!

[@eprohoda]

excelent ! 😲

[@RootFP]

Thank you!

[@70qq]

thanks

[@RootFP]

You are welcome!

[@77magicbus]

Good job. I love the time stamps. Like that sometimes there are no right or wrong answers. Sometimes more money isn't the right way. But often times it is.

[@RootFP]

Glad it was helpful!

[@embitious630]

How to apply this thing if my plan is to retire overseas?