You’re 60, and you have $1.5 million saved up. You want to know if you can retire, and if so, what that retirement will look like. In this video, we’ll do a full financial planning overview of Jim and Susan. They’re in the same situation: they’re 60 years old, have $1.5 million saved, and are looking to retire as soon as possible. Join Josh Palmer, Director of Financial Planning at The Noble Group, as he builds a financial plan that lets Jim and Susan live retirement the way they deserve to.
Video Chapters:
0:00 Intro
0:41 Asset mix
2:07 Retirement goals
6:01 Chances of success
7:19 Improving odds
10:44 Updated plan analysis
16:15 Have questions?
Have questions after watching this video? Reach out to us:
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Email: education@thenoblegroup.com
Website: www.thenoblegroup.com/
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Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
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