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 an arbitrary retirement milestone.
Why? Because financial media often repeats it — but rarely explains what that number actually means for you, your lifestyle, or your timeline.
In this video, we unpack this myth, and walk through exactly what $1 million really does — and doesn’t — mean for your retirement.
Step 2: Fill out The Questionnaire Below
How Much Do You Need To Retire?
Out of our thousands of hours of consultations with clients, we always got one question more than any other:
“How much do I need to retire?”
So we made this short quiz that lets anyone, by taking 3-minutes to fill it out, get completely personalized and professional video feedback on this question.