Rubino & Liang Wealth Partners

65 With $1.5 Million in Savings, Why Can’t We Retire?

65 with $1.5million and can't retire

 

If you’re around the age of 65 with around $1.5 million saved up for retirement, but still can’t retire, you may be wondering why.

Today we’ll be analyzing how someone who is 65 and has $1.5M saved still can’t retire…

The decision-making process John Conley shares with you in this video is the exact process we use with our clients to help them enter retirement at the right time.

The trouble for most retirees is knowing that if you’re ready to retire, then why in your current situation, you feel like you can’t retire.

And so in this video, we’ll not only walk through a case study of someone who’s 65 with $1.5M saved for retirement, but we’ll also break down the factors that apply to all retirees so you can assess your own situation.

 

HAVE A LIST OF QUESTIONS AROUND YOUR FINANCES?

Thinking about your retirement situation?

Let’s chat. Find a time on our calendar to reserve a 15 min. phone call with either Sam, John, or Ryan - we'll use this time to get to know you and your needs and talk about the retirement planning obstacles you may be facing.

The 365 Retirement Plan Process:

Schedule An Introductory Phone Call

This phone call will give us both a chance to make sure your situation matches our expertise. After all, you wouldn’t see a podiatrist if you needed heart surgery!

Build Your Plan

Work with our team to create a comprehensive strategy that coordinates all aspects of your personal and financial situation. We provide specific recommendations on how to accomplish your retirement goals.

Enjoy Less Stress

Start feeling confident, content, and secure with your retirement situation. You might even sleep better!

Start Building Your 365 Retirement Plan:

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