60 and Retiring With $850K – How Much Is Too Much to Spend? | Rise in Retirement Ep. 33

Rise in Retirement di W.A. Smith Financial Group

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Jeff and Karen are 60 and 58 with $850,000 saved. They’re ready to retire now—but they’re not asking the usual question of “Can we retire?” Instead, they’re asking: “How much can we spend without ruining the rest of our retirement?”

They want to enjoy the early years—travel, live well, and make memories—but not at the cost of their long-term security. Can their plan support bold spending now and stability later?

DISCLAIMER: This content is for informational and educational purposes only. It does not contain investment advice or constitute a recommendation of any investment strategy. Investing involves risk of loss and past perfo ... 

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