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"I'm 61 years old with $1.5 Million Saved: Can I Retire?"

➡️ SCHEDULE Your Complimentary Retirement Tune-Up Financial Review with our team HERE: https://wasmithfinancial.com/contact/ ➡️ Download our FREE Retirement Checklist challenge: https://financeinsights.net/KAgpUke8d... You're 61 years old with $1.5 Million saved & asking yourself, "can you retire?" In today's video, Vice President of W.A. Smith Financial Group, Jarrett “Jett” Lang, breaks down a specific scenario to assess whether someone in this situation could be financially prepared to retire. At W.A. Smith Financial Group, our mission is to ensure you focus more on your life & worry less about your money. We release new educational videos weekly focused on bringing you financial peace of mind, so let us know in the comments what you’d like to learn from us. Video Chapters 0:00 - Intro 1:06 - Can Tom Retire Early? 3:07 - The scenario breakdown 6:39 - Phase 1: Income Distribution 8:15 - Phrase 2: Income Distribution 9:29 - Phrase 3: Income Distribution 10:45 - Do they have enough to retire? Safe withdrawal rate 13:02 - What are your legacy goals? 13:45 - Comment our next scenario DISCLAIMER: This video is for informational and educational purposes only. It does not contain investment advice or constitute a recommendation of any investment strategy. Investing involves risk of loss and past performance is never a guarantee of future results/returns. The strategies discussed may not be right for you, and your personal circumstances should be considered before the adoption of any investment or tax strategy. You should review all tax decisions with your accountant, counsel, or tax advisor. Investment advisory services provided by Great Lakes Retirement, Inc., an SEC-Registered Investment Advisor. Insurance and tax planning services provided by W.A. Smith Financial, LLC. You can read more here: https://wasmithfinancial.com/disclosure/ #financialadvisor #retirementplanning #retirementtips #retirement #retirementadvice #incomeplanning #incomeplan