Note sull'episodio
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A newly retired couple wants to relocate closer to family, but their $800k nest egg might not be enough. Watch as we analyze their retirement strategy, including a significant home purchase that would immediately reduce their portfolio by $200k. With increased living expenses and a 7-year gap before Social Security kicks in, we'll show you why this plan needs a serious reality check. Perfect for anyone considering retirement with similar savings or planning a major move in retirement.
DISCLAIMER: This content is for informational and educational purposes only. It does not contain investment advice or constitute a recommendation of any investment s ...
Parole chiave
financeretirementretirement planningroth conversionfinancial securityretirement incomefinancial planninginvestingearly retirementretire earlyhealthcare costs3 bucket strategy