When $2 Million Isn't Enough: How to Fix a Failing Retirement Plan

Описание к видео When $2 Million Isn't Enough: How to Fix a Failing Retirement Plan

Is $2 Million Enough to Retire? For one high-net-worth couple, the answer was a surprising "no." In this video, I’ll take you through their retirement planning journey to uncover why their plan was set to fail despite having significant savings—and how we worked to turn it around.

We’ll explore:

A quick analysis of the key drivers behind their challenges
Why their withdrawal rate was unsustainable
The practical steps we examined to get their plan back on track
If you're nearing retirement or questioning whether your nest egg is enough, this real-life case study will help you identify common pitfalls and plan for a secure and successful future.

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