Can You REALLY Retire at 60 With $1.5M?

🚨 Gen X, older millennials & pre/early retirees, with $250k+ household income and $500k+ assets... Are you ready for a personalized plan? Book your FREE retirement readiness call 👉 https://www.concurrentfp.com/

Want confidence that your retirement plan ACTUALLY works - without paying $6K+ a year? Get it inside my Financial Harmony™ membership for just $115/month 👉 https://www.concurrentfp.com/financia...

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Is $1.5M enough? In this data-driven case study, Dr. Preston Cherry (Financial Planning Ph.D., Top 10 Investopedia Advisor, Founder of Concurrent Wealth Management) breaks down two real scenarios: retiring at 50 and at 60 - using realistic spending, taxes, and market assumptions. You’ll see how sequence-of-returns risk, Social Security timing, and a Guardrails-based withdrawal plan can turn a shaky “number” into a confident strategy.

This isn’t about chasing someone else’s blueprint. It’s about aligning your life and your money - so you can live your wealth, your way.

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What You’ll Learn in This Video
✅ $1.5M at 50 vs 60: which is a green light - and which needs guardrails
✅ How sequence-of-returns risk can make or break early retirement
✅ The Retirement Guardrails method: set a safe range, track, and adjust (without panic)
✅ When to pull back 10 - 15% - and when to lean in after strong returns
✅ Social Security timing trade-offs (62 vs later) and how it buffers the plan
✅ Why comparison is the real trap - and how to design an aligned retirement
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Who Is This Video For?
📌 Ages 45 - 65 deciding between retiring now vs waiting a few years
📌 Couples targeting $1M - $2M+ and spending roughly $80K - $150K/yr
📌 DIY investors who want a simple, rules-based withdrawal plan
📌 Professionals who value clarity, flexibility, and purpose-driven planning


🚨 Gen X, older millennials & pre/early retirees, with $250k+ household income and $500k+ assets... Are you ready for a personalized plan? Book your FREE retirement readiness call 👉 https://www.concurrentfp.com/

Want confidence that your retirement plan ACTUALLY works - without paying $6K+ a year? Get it inside my Financial Harmony™ membership for just $115/month 👉 https://www.concurrentfp.com/financia...

Take the Gen X Retirement Readiness Quiz...📊
https://concurrentfp.typeform.com/gen...

Subscribe for weekly, data-driven money strategies 👇
YouTube: @DrPrestonCherry
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