Interested in a custom strategy to retire early? →

Deciding how much you need to retire early can be tough, but this case study will help you decide. The video discusses a real-life case study to demonstrate the necessary portfolio management to support your retirement dreams.

It discusses the common concerns and misconceptions many face when considering early retirement, as well as doubts about market performance and tax bracket changes.

So, without any delay, Let’s dive deep into it!
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Time Stamp
00:00 Intro
01:20 Introduction To Case Study 
03:05 Cash Flow Planner 
03:39 Finacial Goals Of Clients 
05:25 Are They On Track With Their Goals?
07:05 Understand Your Trade-Offs 
09:45 Are You Prepared For Uncertain Market Fluctuations?
11:03 Analysis of Relocating in Retirement
15:05 Summary/Conclusion 
15:35 Work With Us 

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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….(read more)

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How Much Do You Need To Spend $6k/month in Retirement?

Retirement is a time in life that many people look forward to, but it also comes with financial considerations. One common question that retirees have is how much they need to have saved in order to maintain a certain standard of living during their golden years.

If your goal is to spend $6,000 per month in retirement, you will need to have a substantial nest egg saved up to support that lifestyle. While the exact amount needed will vary based on factors such as inflation, investment returns, and life expectancy, there are some general guidelines that can help you estimate how much you will need.

One rule of thumb often used is the 4% rule, which states that you can safely withdraw 4% of your retirement savings each year without running out of money. Using this guideline, you would need a retirement portfolio of $1.8 million in order to sustain a $6,000 monthly withdrawal.

Another way to estimate how much you will need in retirement is to consider your expected expenses. In addition to the $6,000 monthly budget, you will also need to factor in expenses such as healthcare, travel, and any other discretionary spending. You may also want to account for unexpected expenses that could arise, such as major home repairs or medical emergencies.

It is important to consider the sources of income that you will have in retirement as well. This may include Social Security benefits, pension income, and investment income. By maximizing these sources of income and minimizing your expenses, you may be able to achieve your $6,000 monthly spending goal with less saved than the estimated $1.8 million.

It is also important to consider the impact of inflation on your retirement savings. Inflation can erode the purchasing power of your savings over time, so it is essential to have a plan in place to combat this risk. This may involve investing in assets that have the potential to outpace inflation, such as stocks or real estate.

Ultimately, the amount of money needed to spend $6,000 per month in retirement will depend on a variety of factors unique to your situation. By carefully considering your expenses, income sources, and inflation risk, you can create a solid financial plan that will help you enjoy a comfortable retirement. It is always a good idea to consult with a financial advisor to help you navigate the complexities of retirement planning and ensure that you are on track to meet your financial goals.