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May 1st, 2025

Is $500,000 Enough to Retire?

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.

Subscribe to my channel for videos on retirement and Investing:
▶️ @therealpeopleadvisor

Need a financial planner? Let’s talk! Book a call with me today:
▶️ www.sensibleportfolios.com

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#retirementplanning
#earlyretirement
#retirementspending

Lena Armuth Host at Retirement for Real Podcast

My mission is to make investing simple and affordable for real people, everyday investors like you.

You deserve access to the tools and resources you need to build a better financial future. That's why I'm committed to providing high-quality content that is accessible to all.

I work at Sensible Portfolios, a family-run, financial advisory firm that has served hundreds of clients for almost 30 years. At Sensible, we follow a few basic rules: Be nice to people, keep investing simple, and don’t charge high advisory fees.

So what are you waiting for? Join my community of sensible investors and start building the wealth you deserve!