60 and Retiring With $850K – How Much Is Too Much to Spend?

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Jeff and Karen are 60 and 58 with $850,000 saved. They’re ready to retire now—but they’re not asking the usual question of “Can we retire?” Instead, they’re asking: “How much can we spend without ruining the rest of our retirement?”

They want to enjoy the early years—travel, live well, and make memories—but not at the cost of their long-term security. Can their plan support bold spending now and stability later?

In this episode of Rise in Retirement, we explore:
✅ How to approach “frontloaded” retirement spending
✅ The role of income phases and sequence risk
✅ Why Jeff and Karen’s plan is close to a green light—but needs discipline
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