If You’re Still Saving For Retirement After $1M, You May Have Waited Too Long

Step 1: Watch The Video If you’re 55 or older, and you’ve been working, saving, and planning for retirement, you’ve probably seen headlines or articles telling you that you need at least $1 million to retire comfortably. It’s a big number. One that sticks in our minds. But here’s the news: $1 million has become […]
Only 6% Have Over $500,000 Saved! Here’s Why It Doesn’t Matter

Step 1: Watch The Video According to recent data from Yahoo Finance, roughly 6% of Americans aged 55-64 have over $500,000 saved in their 401(k). This statistic gets shared everywhere – financial websites highlight it, advisors reference it, and it creates immediate anxiety for anyone approaching retirement with less than half a million dollars […]
Why Reaching $1M In Savings Can Completely Change Your Retirement

Step 1: Watch The Video Why Reaching $1,000,000 in Retirement Savings Can Completely Change Your Retirement Outlook As financial advisors focused on guiding individuals nearing retirement, we’ve seen firsthand how reaching $1,000,000 in savings becomes a true inflection point in a retirement plan. It’s not just about the number itself — it’s about what […]
The Top 3 Fears in Retirement and How to Conquer Them

Step 1: Watch The Video Afraid of running out of money in retirement or getting sick without a plan? In this episode, Sam Liang breaks down the three biggest fears most retirees face and how smart financial planning can ease the emotional burden. Step 2: Fill out The Questionnaire Below How Much Do You […]
4 Strategies To Enhance Your Retirement Spending Flexibility

Step 1: Watch Video & Read Article If your retirement savings plan feels solid, then it’s time to sharpen your strategy for greater spending flexibility. Reaching financial readiness opens the door to a new kind of planning: one that focuses less on “having enough” and more on HOW TO USE IT WISELY. SHARPEN FRAMEWORK […]
4 Tips For Turbulent Times

Guidance For When You Might Be Close To Retirement & There Is Some Volatility In The Market In this episode of After The Paycheck, John and Adam provide some reminders/guidance for when you might experience some turbulent times in your retirement planning. Keep these in mind when speaking with your financial advisor: Keep A […]
63 With $2.5 Million, Why Can’t We Retire?

(Click here to learn more about calculating Your Portfolio Income Needs {PIN}, discussed in the video) In this video, we take a look at a case study of a couple aged 63 with $2,500,000 in savings who still felt like they couldn’t retire. After years of helping people retire comfortably at Rubino & Liang […]