Reaching the $2 million milestone in retirement isn’t the finish line—it’s a turning point. In this video, we’ll unpack the five biggest traps that quietly drain wealth from retirees, and the four-pillar framework you can use to protect and grow what you’ve built. From hidden tax risks to poor portfolio alignment and legacy blind spots, you’ll discover how to shift from accumulation to preservation with confidence. Whether you’re approaching retirement or already there, this video will show you how to keep more of what you’ve earned, simplify your strategy, and enjoy the freedom you’ve worked for.
#RetirementPlanning #WealthPreservation #RetirementMindset #FinancialFreedom #TaxStrategy #RetirementInvesting #LegacyPlanning #WealthManagement #FinancialAdvisor #retirementwealth
00:00-Intro
00:50-The $2 Million Paradox: Freedom and Fear
01:30-Trap #1: Not Knowing Your Real Number
02:26-Trap #2: The Tax Time Bomb
03:45-Trap #3: Portfolio Misalignment
05:15-Trap #4: The “Exclusive” Investment Trap
06:13-Trap #5: Legacy Blind Spots
07:17-The Four-Pillar $2 Million Framework
08:56-Legacy Alignment
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[About] Colin Exelby is a Certified Financial Planner Professional™ or CFP®. He owns the virtual financial advisory practice Celestial Wealth Management.
I provide financial planning for business owners and their families that makes sense.
Transformational change is made when you focus on the big picture. My goal is to help you think outside the box about your life, your money, and your health to be the best you can possibly be.
We strive to help you:
*Optimize Your Cash Flow
*Minimize Your Taxes
*Build Your Net Worth
*Create a Lasting Legacy
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