Can They Retire On $500k? {Case Study - 65 & 67}

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In this video I am sharing a sample case which is based on a couple that I have been working with recently. He is 65 and she is 67, and they have $500,000 saved in their retirement accounts. They would like to retire now.

We'll take a look at their current situation and the strength of their current retirement plan. Then we will take a look at the potential impact of incorporating various strategies to help improve the strength of their plan. We will talk about when they should take their Social Security, their investments, and more.

00:00 Introduction to the Case Study
00:49 Meet Doug and Diana: Financial Overview
01:35 Retirement Goals and Expenses
02:09 Healthcare Costs in Retirement
04:06 Current Retirement Plan Analysis
05:35 Social Security Strategy
07:12 Investment Portfolio Adjustments
10:15 Incorporating Annuities for Guaranteed Income
16:56 Adjusting Spending in Retirement
19:15 Considering Part-Time Work
21:03 Contingency Planning: Early Death Scenario
26:15 Conclusion and Final Thoughts

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