$3 Million Is Not Enough To Retire, But This Simple Plan Made It Possible

Anthony discusses a story of a client who was once told they couldn't retire with $3 million. Their story sheds light on three often-overlooked variables that can impact retirement success.
Let's dive into each aspect and explore how addressing them can pave the way for a secure and fulfilling retirement.
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2:18 - Variable 1 (Foundation/Expenses)
4:38 - Variable 2 (Long Life Expectancy/Inflation)
6:14 - Variable 3 (Biggest Expense/Taxes)

[@j.m.b5441]

If someone can't retire with that amount of money there is something wrong, it's a matter of priorities, spending habits and expectations.

[@onedegreeadvisors]

Could be! It’s all about the right perspective and a good plan - Alex