$2 Million Retirement: How Much Can I Spend Per Month?

#retirementplanning #investing #financialfreedom #cfp #fiduciary

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A pre-retiree's most pressing question: "How much can I spend?"

The answer can vary drastically depending on what withdrawal strategy you use, what types of accounts your money is in, taxes, life expectancy, etc.

In this video, Jake shows a hypothetical couple John & Jane, who have saved $2million in their various retirement accounts, and want to know how to get the most out of their nest egg while not running a risk of outliving it.


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🕰️TIMELINE🕰️

0:00 Intro
1:37 John & Jane Overview
3:40 Timeline & Social Security Income
4:00 IncomeLab & Guardrails Overview
6:15 Assumptions
6:40 John & Jane's Guardrails
8:42 Cashflow Timeline
9:56 Stress Testing
13:00 Ending Balance Projections

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⚠️DISCLAIMERS⚠️

*This content is educational and not tax, legal, or investment advice*

Investing risks include loss of principal and fluctuating value. There is no guarantee an investment strategy will be successful.

Past performance is no guarantee of future results.

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ABOUT US:

Spark Wealth Advisors is a registered investment advisor in the state of Florida. We are fee-only, independent, and fiduciaries at all times. We are a gay-owned financial planning and investment management firm located in Jacksonville, FL serving clients nationwide. Not all of our clients identify as LGBTQ+ but they are allies, a non-negotiable for working with us. We look forward to meeting you soon!

https://www.sparkwealthadvisors.com/about

#retirementplanning #investing #financialfreedom #cfp #fiduciary

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#retirement #investing #taxes #401k #rothira #roth_ira #tax_planning #social_security #financial_advisor #cfp

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