Most retirees who make this mistake aren’t reckless. They’re careful. They’re doing what they believe is responsible, and that’s what makes it so painful to see when it backfires. James explains why the same portfolio mistake is showing up more than ever, whether someone has managed their own investments for decades or relied on professional advice. Different paths, same outcome: a portfolio that isn’t built around how money is actually used in retirement. With people living longer, retiring ...
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Most retirees who make this mistake aren’t reckless. They’re careful. They’re doing what they believe is responsible, and that’s what makes it so painful to see when it backfires. James explains why the same portfolio mistake is showing up more than ever, whether someone has managed their own investments for decades or relied on professional advice. Different paths, same outcome: a portfolio that isn’t built around how money is actually used in retirement. With people living longer, retiring ...
This Is What a $10M Retirement Actually Looks Like
Ready For Retirement
14 minutes
1 week ago
This Is What a $10M Retirement Actually Looks Like
A $10 million retirement is often imagined as the finish line — complete freedom, unlimited spending, and no financial stress. The reality is more complex. James walks through what an eight-figure retirement actually looks like by examining a real planning scenario for a couple entering retirement with roughly $10 million in assets. Rather than focusing on luxury or excess, the conversation centers on how income, taxes, investment structure, and lifestyle decisions evolve once work stops and ...
Ready For Retirement
Most retirees who make this mistake aren’t reckless. They’re careful. They’re doing what they believe is responsible, and that’s what makes it so painful to see when it backfires. James explains why the same portfolio mistake is showing up more than ever, whether someone has managed their own investments for decades or relied on professional advice. Different paths, same outcome: a portfolio that isn’t built around how money is actually used in retirement. With people living longer, retiring ...
