Thinking about Retirement — but unsure if you’re ready?You’re not alone.
Meet Bill and Susan. Both 58. Mortgage-free. They’ve saved $500K for retirement. Now they’re asking the big question: “Is it enough to retire at 61?”
In this video, Lena walks through their numbers and shows what retiring at 61 looks like — compared to waiting until 65.
You’ll see:
– How their savings and Pension stack up
– What they could spend each year in both scenarios
– Why you don’t need one “magic number” to retire with confidence
Consult with a financial or tax professional for guidance on your unique circumstance and goals. This is a hypothetical example used for educational purposes only.
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