EPISODE 45: Why Successful People Struggle in Retirement
Tue Jan 27 2026
Cash feels safe. Staying busy feels productive. Chasing performance feels smart. But all three could quietly sabotage your retirement—and the reasons why might surprise you.In this video, David Afraimi shares insights from over 26 years as a financial advisor, revealing the overlooked psychological and financial challenges that catch even successful professionals off guard when they retire.You'll learn:→ The real framework for building long-term financial confidence→ Why holding too much cash may actually be one of your biggest risks→ The emotional gap retirees face when workplace validation disappears—and 6 strategies to navigate it→ How to shift from measuring accomplishment to measuring fulfillmentWhether you're approaching retirement or already there, understanding these dynamics could change the way you think about this next chapter of life.Visit WWW.BAMADVISORYGROUP.COM to schedule your no-cost, no-obligation call with a BAM Advisor. ◆ For more information, please email our team: info@bamadvisorygroup.com #FinancialAdvisor #FinancialPlanning #RetirementPlanning #InvestmentPlanning #ThreeBucketStrategy #RetirementIncome #IncomePlanning#BAMAdvisoryGroupBAM Advisory Group is an independent financial services firm assisting individuals preparing for retirement through the use of investments and insurance products. Insurance products and services provided by BAM Advisory Group. Investment Advisory Services offered through its affiliate, BAM Wealth Management, LLC, a Registered Investment Adviser. We are not affiliated with any government agency, and do not provide tax or legal advice or services.This material is provided for educational purposes only and should not be construed as advice or a recommendation. Always consult with qualified financial, tax and legal advisors. Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products.
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Cash feels safe. Staying busy feels productive. Chasing performance feels smart. But all three could quietly sabotage your retirement—and the reasons why might surprise you.In this video, David Afraimi shares insights from over 26 years as a financial advisor, revealing the overlooked psychological and financial challenges that catch even successful professionals off guard when they retire.You'll learn:→ The real framework for building long-term financial confidence→ Why holding too much cash may actually be one of your biggest risks→ The emotional gap retirees face when workplace validation disappears—and 6 strategies to navigate it→ How to shift from measuring accomplishment to measuring fulfillmentWhether you're approaching retirement or already there, understanding these dynamics could change the way you think about this next chapter of life.Visit WWW.BAMADVISORYGROUP.COM to schedule your no-cost, no-obligation call with a BAM Advisor. ◆ For more information, please email our team: info@bamadvisorygroup.com #FinancialAdvisor #FinancialPlanning #RetirementPlanning #InvestmentPlanning #ThreeBucketStrategy #RetirementIncome #IncomePlanning#BAMAdvisoryGroupBAM Advisory Group is an independent financial services firm assisting individuals preparing for retirement through the use of investments and insurance products. Insurance products and services provided by BAM Advisory Group. Investment Advisory Services offered through its affiliate, BAM Wealth Management, LLC, a Registered Investment Adviser. We are not affiliated with any government agency, and do not provide tax or legal advice or services.This material is provided for educational purposes only and should not be construed as advice or a recommendation. Always consult with qualified financial, tax and legal advisors. Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products.