I Have a $2M Portfolio and I'm Burned Out at Work - When Can I Retire?

Описание: Stacy and Michael’s journey to early retirement is an inspiring example of disciplined saving and thoughtful planning. Despite delaying serious savings until age 47, they built a $2M portfolio by living frugally, prioritizing goals, and making smart investments. Now, at 54, Stacy can retire with confidence, while Michael plans to work for a couple more years.

James and Stacy discuss how she and her husband achieved financial security. They explore their options for sustainable withdrawals during their retirement, assess the health of their portfolio, and balance their retirement dreams with sensible budgeting. Stacy and Mark's diligence has paid off. The reward is getting to loosen the purse strings and dream big about their retirement goals.

Discover how they turned their hard work into a simple, comfortable retirement without the fear of running out of money. Ready to plan your dream retirement? Let Stacy and Michael’s story be your guide.

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⏱Timestamps:⏱
0:00 - Meet Stacy
3:12 - Biggest concern; late saver
6:06 - A look at accounts and assets
9:17 - Core expenses
13:14 - Other expenses, goals, and income
16:02 - Cash flows and portfolio
19:50 - Surprised by portfolio withdrawal rate
22:01 - Portfolio analysis and allocation
24:26 - Dream big and spend more
26:57 - Portfolio projection
29:56 - "You've earned it."
32:05 - Setting up kids for success

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The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal.

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