Retiring Single at 62 with $1M: Key Considerations & Real-Life Example

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Retiring alone can be a mixed bag. Some will relish the chance for adventure and discovery on their own, but others may find this season of their lives a difficult one both emotionally and financially.

How do the decisions in planning change if you're single vs married in retirement? What aspects feel bigger than before and what considerations are there? Can any of this help couples in their planning should one become a widow or widower?

In this video, we're going to look at an example of a 62 year old individual retiring with $1 million in investable assets and discuss some of the differences and challenges they may face in retirement decision making and planning.

#money #investing #retirement #finance #retirementplanning

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Timestamps:
00:00 Intro
00:49 Foreword on the Example
01:47 Start of our Example & Breakdown
05:13 Discussion on Social Security Choices
09:01 Monte Carlo Analysis
17:33 Tax Analysis
22:11 Conclusions from the Example
24:19 Where to Find Us
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Next Videos:
Average Retiree Income & Expense: https://youtu.be/qqA7zhyG4xI
Retirees Need to Tax Plan: https://youtu.be/gLgm5sX0pG4

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