“I’ll be 65 this year. I’ve saved diligently and built up a $1 million 401(k). I’m expecting a $500,000 inheritance. I spend up to $6,000 a month. So, here’s the big question: Can I retire on January 1st, 2026?”
In this episode, we walk through a real-world retirement scenario — and without making any guarantees or recommendations. You’ll learn:
✅ Why when you retire matters
✅ How Long-Term Care and medical costs can impact your future
✅ The role of Asset Allocation, Social Security, Tax, and Spending Strategies in shaping your retirement experience
This is not financial advice — it’s education. Because money is not math, and there’s so much more to retirement planning than just numbers.
👉 If this sounds like your situation — or if you’re wondering whether your retirement plan is truly ready — let’s talk. I help people like you turn uncertainty into clarity every day.
📩 Email me at drew@5stonefinancial.com
🔁 Share this episode with someone who needs it
💬 Comment with your thoughts or questions
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Disclaimer: This content is not legal, tax, or investment advice. You should always consult a qualified professional regarding your personal situation.
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