My Wife and I are 60 with $900k, Can We Retire at 65⁉️

(be sure to checkout the video of this analysis too)

⭐️ Here are the details ⭐️

✅ Taylor & Josie are both 60

✅ They have $3,000/month of social security starting at 65

✅ They want to maximize guaranteed income in retirement (like we did in this case study)

✅ They want to go on 3 cruises every year in retirement

✅ Total Investment Assets = $900,000

⭐️ 60% Income Strategy ⭐️

✅ $540,000 into an income vehicle with $20k/year being added for 4 years

✅ The income vehicle generates $4,701/month for life at age 65

✅ Plus their $3,000/month of social security (with inflation protection)

✅ Total Guaranteed Income in Year 1: $7,701/month

⭐️ 40% Flexible Retirement Money ⭐️

✅ They also have $481,000 of flexible spending money in retirement (remaining $360k earning 6% per year)

✅ They could leverage fixed interest to generate more guaranteed income in retirement or they could leave this money in the market

⭐️ Final Results ⭐️

✅ $7,701/month of guaranteed income (that they can NEVER outlive)

✅ $481k of flexible spending money in retirement

This is all done with NO MARKET RISK & completely eliminates the possibility of running out of money in retirement.

Not bad, huh⁉️

Let’s chat 💬😎