I'm 60 with $4M. How Much Can I Spend In Retirement ?

Video Description

Interested in a custom strategy to retire early? → https://vwo3759x8i7.typeform.com/earlyretirement Get access to the same software I use for my clients and join the Early Retirement Academy here → https://ari-taublieb.mykajabi.com/early-retirement-academy In this video, Ari Taublieb, CFP®, presents a detailed case study of a couple, who have saved over $4 million and are seeking to optimize their retirement strategy. I highlight the importance of stress testing various scenarios to ensure they don't run out of money. I encourage them to spend more in their early retirement years and discuss the benefits of strategic Roth conversions to minimize future tax liabilities. –––––––––––––––––––––––––––––– Time Stamp 00:00 Intro 00:45 Highlighting Viewers Comments  02:30 Introduction to Case Study of a Couple  04:25 Details About the Couple’s Finances and Accounts  04:55 Early Retirement Academy  05:30 Running Stress Test  07:15 Analysing the Couple’s Assets and Future Plans  10:20 How Does Actual Retirement Look Like  12:06 Roth Conversion and Tax Planning  15:58 Summary  14:37 Work With Us 14:45 Join Early Retirement Academy –––––––––––––––––––––––––––––– PODCAST - https://earlyretirementpodcast.com/ INSTAGRAM - https://www.instagram.com/earlyretirementari/ LINKEDIN - https://www.linkedin.com/in/aritaublieb/ What video topic would you like to see discussed in a future video? Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast. –––––––––––––––––––––––––––––– 📣 Are you taking advantage of tax planning before 2026? Most people hoping to retire early know they're leaving money on the table but don't know how to fix it. 👉 Subscribe to our channel and press the bell icon. ––––––––––––––––––––––––––––– ⚠️ "DISCLAIMER:⚠️ Advisory services are offered through Root Financial Partners, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation. The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal. Comments reflect the views of individual users and do not necessarily represent the views of Root Financial. They are not verified, may not be accurate, and should not be considered testimonials or endorsements. Participation in the Retirement Planning Academy or Early Retirement Academy does not create an advisory relationship with Root Financial. These programs are educational in nature and are not a substitute for personalized financial advice. Advisory services are offered only under a written agreement with Root Financial.