I'm 60 with $4M. How Much Can I Spend In Retirement ?

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In this video, Ari Taublieb, CFP®, presents a detailed case study of a couple, who have saved over $4 million and are seeking to optimize their retirement strategy.

I highlight the importance of stress testing various scenarios to ensure they don't run out of money.

I encourage them to spend more in their early retirement years and discuss the benefits of strategic Roth conversions to minimize future tax liabilities.


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Time Stamp

00:00 Intro
00:45 Highlighting Viewers Comments 
02:30 Introduction to Case Study of a Couple 
04:25 Details About the Couple’s Finances and Accounts 
04:55 Early Retirement Academy 
05:30 Running Stress Test 
07:15 Analysing the Couple’s Assets and Future Plans 
10:20 How Does Actual Retirement Look Like 
12:06 Roth Conversion and Tax Planning 
15:58 Summary 
14:37 Work With Us
14:45 Join Early Retirement Academy

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PODCAST - https://earlyretirementpodcast.com/
INSTAGRAM -   / earlyretirementari  
LINKEDIN -   / aritaublieb  

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Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast.

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⚠️ "DISCLAIMER:⚠️

All content is not to be received as financial advice, and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc., before making any financial decisions.

This video contains content I created and got permission from its creators to use. This Channel DOES NOT Promote or encourage Any illegal activities; all contents provided by This Channel are meant for EDUCATIONAL AND ENTERTAINMENT purposes only.