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James CookJames Cook

Can $1.4M Really Buy You a Chill Retirement?

Ever wonder if your nest egg is big enough to retire and still enjoy life? Shaun and his wife have $1.4M saved and want to spend $7k a month after retiring at 62. Good news: with Social Security and smart withdrawals, their plan looks solid! The catch? Claiming Social Security early means smaller checks, so waiting a bit could pay off. Pro tip: Play with your withdrawal order and consider Roth conversions to save on taxes. Retirement math isn’t just for spreadsheets—it's about making your money last for more beach days! #RetirementPlanning #MoneyHacks #PersonalFinance #Finance

2025-06-10
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Can $1.4M Really Buy You a Chill Retirement? | | zests.ai