I’m 65 with $2 5 Million How Much Can I Spend in Retirement

Описание: A $2.5 million portfolio at age 65 might seem like a solid foundation for retirement, but financial readiness in retirement requires detailed financial planning. Today we’re going deep on one of the most important questions you can ask when you’re ready to retire: “How much income can I generate from my portfolio each year for retirement?”

In this video Cary covers three real-world strategies, tax considerations, and portfolio scenarios so you can walk away with real confidence and clarity.

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⏱Video Chapters⏱
00:00 - Intro
00:40 - Why $2.5 Million Isn’t Just a Number
01:32 - The 4.7% Rule
02:47 - The Guardrails Approach
03:56 - The Bucket Strategy
05:31 - Three Portfolio Scenarios and After-Tax Income
07:23 - Bringing It All Together

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