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Stay Wealthy Retirement Podcast · Thursday · 15 min

Do You Really Need $1.5 Million to Retire?

Americans now say they need $1.5 million to retire comfortably, according to a recent survey. That's nearly 60% higher than the "magic number" reported roughly five years ago, which helps explain why so many retirement savers feel behind. But that number is a survey average, and measuring yourself against it could cost you years you can't get back. In this episode, I'm sharing why retiring at 62 may be more realistic than you think. Here's what you'll learn: → The new Vanguard research that challenges the conventional Social Security advice → How one couple with $1.8 million stopped chasing the $2.5 million their calculator demanded → A simple 4-step process for building (and stress-testing) a flexible early retirement plan For smart, diligent savers, the biggest retirement risk isn't always running out of money... sometimes it's running out of time. *** 📆 Book a Call With Our Team: Your retirement involves complex, interconnected decisions—taxes, income, healthcare, estate planning, investments. See how they fit together in one coordinated strategy built around your numbers. 👉 Learn More and Book a Call Here *** Episode Resources: → Grab the Episode Show Notes → Get Your FREE Tax-Smart Retirement Toolkit → Learn About the Total Retirement System™

0:00-15:05

transcript

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show notes

Americans now say they need $1.5 million to retire comfortably, according to a recent survey.

That's nearly 60% higher than the "magic number" reported roughly five years ago, which helps explain why so many retirement savers feel behind.

But that number is a survey average, and measuring yourself against it could cost you years you can't get back.

In this episode, I'm sharing why retiring at 62 may be more realistic than you think.

Here's what you'll learn:

→ The new Vanguard research that challenges the conventional Social Security advice

→ How one couple with $1.8 million stopped chasing the $2.5 million their calculator demanded

→ A simple 4-step process for building (and stress-testing) a flexible early retirement plan

For smart, diligent savers, the biggest retirement risk isn't always running out of money... sometimes it's running out of time.

***

📆 Book a Call With Our Team:

Your retirement involves complex, interconnected decisions—taxes, income, healthcare, estate planning, investments.

See how they fit together in one coordinated strategy built around your numbers.

👉 Learn More and Book a Call Here

***

Episode Resources:

Grab the Episode Show Notes

Get Your FREE Tax-Smart Retirement Toolkit

Learn About the Total Retirement System™

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