I'm 51 with $600k. When Can I Retire?

Planning for a retirement filled with travel and adventure requires a unique financial strategy—one that’s as flexible as it is secure. For Hillary, 51, and Mark, 55, this means a 10-year plan that prepares them to sell their home, retire early, and live abroad comfortably. They recently met with James to explore how to make this dream a reality, despite receiving previous advice from another advisor suggesting Mark work until age 70. By taking a closer look at their projected cash flows, James helped them build a tailored plan to support their goal of extended stays in affordable overseas destinations.

While they consider a flexible retirement timeline, even potentially retiring in five to six years, James encourages them to test the lifestyle with extended travel first. His plan and approach balance financial security with the freedom to explore, making their dream of a travel-focused retirement both realistic and achievable.

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⏱Timestamps:⏱
0:00 - Hillary and Mark's big dream
4:26 - Expected expenses in retirement
7:39 - Healthcare and income
10:24 - Advice from another advisor
12:15 - Projecting flows
15:34 - Withdrawal rate projection
17:59 - Probability of success & rethinking expenses
19:47 - Options with the house
22:37 - Exploring timing options
26:26 - Practice retirement
30:05 - Hillary's "homework"