Скачать или смотреть How Much Do You Really Need to Retire Comfortably? A Personalized Planning Approach

One of the most common retirement questions we hear is: How much money do I need to retire comfortably?

The truth is, there’s no single number—only a personalized plan that reflects your lifestyle, values, and long-term priorities.

In this video, Claire explains why generic retirement calculators often fall short and how a customized cash flow–based retirement plan provides clarity and confidence. From daily spending and travel goals to taxes, healthcare, and legacy planning, this approach helps align your wealth with what matters most.

In this video, you’ll learn:
Why “comfortable retirement” means different things for every family
Common gaps people miss when relying on generic retirement calculators
How lifestyle-based cash flow planning improves retirement readiness
How to stress test a retirement plan for market risk, longevity, taxes, and inflation
Why values-based planning reduces stress and uncertainty

This video is part of our Latest News series, where we share timely insights to help individuals and families make confident financial decisions.

Learn more at https://www.pyawaltman.com/.