How Much Can I Spend in Retirement with a $2M Portfolio

Are you saving enough for retirement—or maybe even too much?

John and Sarah have worked hard, saved diligently, and now they’re asking: can we retire comfortably and enjoy life the way we want? They dream of traveling, living well, and even indulging in passions—like John’s love for cars—but they’re unsure what their portfolio can actually support.

In this video, James breaks down their retirement plan, exploring income sources, spending goals, and key financial strategies. Can they retire earlier than expected? How much can they safely spend? And most importantly—how do they balance financial security with truly enjoying retirement?

Watch to see how retirement planning is about more than just numbers—it’s about designing a future that fits your goals.

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⏱Timestamps:⏱
0:00 - John and Sarah's retirement goals
3:36 - Retirement income
5:11 - Cash flows
8:34 - Net flows and withdrawal rates
10:28 - What the numbers say
12:43 - Optimize
15:19 - The fun part