How Much Money Do You Really Need To Retire?

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🏖️ Will We Ever Be Able to Retire? | Real-Life Retirement Planning Case Study

Retirement seems increasingly out of reach for many middle-class families. In this video, I dive into a real financial planning case study using RightCapital financial planning software to answer the big question: Will we ever be able to retire?

We look at a married couple, ages 47 and 45, with two teenage children (17 and 15), and run through their retirement scenarios step by step.

📊 Together, we:

Build a net worth statement

Review their cash flow and spending

Analyze retirement savings & investments

Project different retirement scenarios

Prioritize their financial goals

See what it takes for them to confidently retire

This is the exact process I use with clients to create clarity around retirement and long-term planning.

🔑 Topics Covered in This Video:

Retirement planning case study

Will we ever be able to retire?

Retirement savings strategies for middle-class families

How to project retirement income with financial planning software

Using RightCapital to build retirement scenarios

Creating a retirement plan for a married couple with kids

Net worth and cash flow planning for retirement

Investing, saving, and budgeting for retirement

How much money do you need to retire?

Financial planning for families in their 40s and 50s

💬 Question for You: What age would you like to retire at — and what age do you think you’ll actually retire at? Share in the comments!

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Is retirement even possible? Many are experiencing increased “financial stress” due to “inflation” and other economic factors. I use RightCapital to explore “retirement planning” options to generate “retirement income” and reach “financial independence”. Let’s get some “financial education” to help!