Can You Really Retire on $550K? How Much You Can Spend?

In this video, we break down a comprehensive retirement case study for a couple with a $550K portfolio. We’ll walk through their entire retirement plan—covering income, expenses, portfolio allocation, social security, withdrawal rates, and much more. We will show you how this couple spends $6,250 per month throughout retirement using a well-structured financial plan.

Key Takeaways:
● Income Sources and Gaps
● Spending & Cash Flow
● Portfolio Allocation
● Social Security
● Withdrawal Rates

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⏱️ Timestamps:
00:00 – Intro: Why Asset Allocation Matters for Pre-Retirees
00:41 – Example Case Study (Spend $6,250/month with A $550k Portfolio)
03:14 – Initial Retirement Analysis (Spending $6,250/month)
03:41 – Initial Withdrawal Rate (Spending $6,250/month)
03:59 – Initial Asset (Portfolio) Allocation
04:17 – How Your Portfolio Allocation Impacts Your Retirement Plan
05:18 – When Should They Collect Their Social Security Benefit?
07:37 – How Adjustments Pre-Retirement and In Retirement Can Impact Your Plan
09:08 – Summary & Thank You

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