This Is When You FINALLY Can Stop Saving For Retirement (Seriously)

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Client case studies are adapted from actual financial plans and/or scenarios but have been modified for clarity and simplicity. These illustrations are intended for educational and entertainment purposes only and should not be relied upon for personal decision making. Each plan is developed using specific client conversations, assumptions, and planning inputs that are not fully detailed in these videos. Please consult your own financial, tax, and legal advisors before making any financial decisions.

This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you.
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0:00 – Saving too much?
1:30 – The funded ratio
3:00 – What research says
4:10 – The missing phase
5:25 – Real world example
7:44 – Staying on track
8:57 – Protecting your portfolio
10:15 – Tax considerations
11:39 – Putting it together