How A Couple Retired at 62 with $2.5M — Here's EXACTLY What They Can Spend (Retirement Case Study) скачать в хорошем качестве

How A Couple Retired at 62 with $2.5M — Here's EXACTLY What They Can Spend (Retirement Case Study)

After years of saving and thinking about retirement, this couple retired at age 62 with $2.5 million — but how much can they actually spend in retirement without running out of money? In this case study, we walk through their full financial picture, including: ✅ Income sources (Social Security, investments, pensions) ✅ Spending goals and lifestyle expectations ✅ Longevity and healthcare considerations Whether you're planning your own retirement or just curious how the numbers really work, this breakdown gives you a clear, real-world look at retiring with $2.5M. Don't forget to like 👍 and subscribe 🔔 for more real-life financial planning breakdowns! 💲Connect your money to your ideal life: https://kindnessfp.com/connect 💲 ✉️ Subscribe to my newsletter here: https://kindnessfp.com/newsletter ✉️ 📗 Purchase my book about the lessons they should have taught you in school: https://a.co/d/ijqVwpt 📗 👀 To read more, please visit the blog: https://kindnessfp.com/blog 👀 0:34 Net Worth of Suzie & Gabe Sample 1:46 Spending Goals 4:07 Income Sources 5:14 Probability of Success 6:30 Cash Flows Year-by-Year 10:49 Measure Impact of Spending Changes 15:08 How to Layer in Tax Strategies 15:45 Why It's Important to Think About Retirement Earlier 16:35 How You Could Receive a Financial Plan 16:59 Disclaimer Disclaimer: This video is for educational purposes only. It is not specific tax, investment, or legal advice. Please consult your tax, financial, and legal professionals before making decisions. The information in the video is believed to be accurate, but neither Elliott Appel or Kindness Financial Planning LLC make any representations as to its accuracy or completeness. Full disclaimer: https://kindnessfp.com/disclaimer/ #retirement #retirementplanning #taxplanning