$3 Million Early Retirement Case Study

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✅ See how we can help you get more out of early retirement
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⚠️ "DISCLAIMER:⚠️

All content is not to be received as financial advice and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc. before making any financial decisions.

All contents provided by This Channel is meant for EDUCATIONAL AND ENTERTAINMENT PURPOSE only.

This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you.
Disclosures: https://onedegreeadvisors.com/solutio...

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My firm: https://onedegreeadvisors.com/

0:00 Intro
1:08 $3M assets & $256k mortgage
2:14 Their top 3 goals (RETIRE EARLY)
2:50 Retirement income (only Social Security + portfolio income)
3:10 Expenses $15k per month
4:03 Investment plan (6% hypothetical return)
4:15 6% Withdrawal rate...
5:29 What it looks like if they retire early (No changes)
6:35 The power of part time work (Changes)