Discover how a California couple in their 50s can retire early and comfortably spend $12,000 per month! In this eye-opening case study, we break down:
• Their $3.5 million investment portfolio
• Smart tax allocation strategies for early retirees
• How they can spend $4,000 more monthly than they planned
Whether you're dreaming of early retirement or just curious about financial planning, this video offers valuable insights into maximizing your retirement spending potential. Learn how proper asset allocation and income planning can unlock a luxurious early retirement lifestyle.
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0:00 - Introduction
1:30 - Overview of Resources
3:00 - Investment and Tax Allocation
6:00 - Income and Spending Needs
8:00 - Spending Flexibility
11:00 - Long-term Financial Projections
14:00 - College Expenses and Social Security
16:00 - Tax Strategies and Roth Conversions
20:00 - Year-by-Year Expense Breakdown
22:00 - Guardrail Approach and Flexibility
24:00 - Conclusion
Retirement Advice, headquartered in Mapleton, Utah, is a fee-only financial planning firm that equips individuals with the knowledge, tools, and wisdom needed to retire on their terms confidently. Their holistic approach is rooted in transparency, open collaboration, and a client-first mindset. They can be reached by phone at (801) 228-0103, via email at info@earlyretirementadvice.com, or on the web at earlyretirementadvice.com.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
The information contained above is for illustrative, educational, and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.
RETIREMENT ADVICE, LLC “RA” is a registered investment advisor offering advisory services in the State of UTAH and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting, or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment-making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, RETIREMENT ADVICE, LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.