We Rejected His $620k Retirement Plan. Here's Why. | Rise in Retirement Ep. 47

Rise in Retirement by W.A. Smith Financial Group

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Jason is 63 with $620,000 saved—and he’s done with the grind. But with no home equity and a $3,600 monthly gap, his withdrawal rate is 7%. Can he retire now—or is it time to delay?

DISCLAIMER: Great Lakes Retirement, Inc., operating under the DBA W.A. Smith Financial Group, is the sole SEC-Registered Investment Advisory firm. Investment Advisory Services are offered exclusively through Great Lakes Retirement, Inc. SEC registration does not imply an endorsement of the firm by the SEC, nor does it indicate a specific level of skill or qualification.

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