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Can George retire with $900,000 saved? At 63, his stressful job is affecting his health and happiness, but the financial numbers tell a complicated story. In this episode of Rise in Retirement, we dive into George’s case to explore: How to evaluate if your savings can sustain your desired lifestyle. The risks of high withdrawal rates on your retirement portfolio. Strategies to bridge income gaps, from reducing expenses to earning supplemental income.
Retirement isn’t just about numbers—it’s about aligning your finances with your goals, health, and happiness. Watch now to see how George can navigate these challenges and build a plan for a fulfilli ...
Keywords
financeretirementretirement planningroth conversionfinancial securityretirement incomefinancial planninginvestingearly retirementretire earlyhealthcare costs3 bucket strategy