Breaking Down Retirement with $5M Net Worth

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FIN-LYT by EWA®

EWA LLC

125 episodes

1 day ago

A catalyst into financial literacy for all listeners. EWA is a Wealth Management firm serving physicians, retirees, business owners & corporate leaders. EWA provides holistic financial planning, wealth management, retirement planning, asset protection & guidance in complex financial decisions. Our top priority is to help clients balance competing goals & ensure their only non-renewable resource is protected: TIME. Join us as we unpack the most important topics, make the complex simple & share how sound financial planning helps you live life by design. Connect with EWA https://ewa-llc.com/

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Breaking Down Retirement with $5M Net Worth

FIN-LYT by EWA®

24 minutes 35 seconds

3 months ago

Breaking Down Retirement with $5M Net Worth

In this episode of EWA’s FIN-LYT Podcast, Devin Faddoul and Ben Ruttenberg break down the million-dollar (or rather, $5 million) question: Is it really enough to retire comfortably? They walk through what $5 million actually gets you in retirement.

Beyond the flashy number. You’ll learn how taxes, spending habits, goals, risk tolerance, and portfolio structure can make or break your long-term financial freedom. Whether your aim is legacy, philanthropy, or total independence, this episode offers a clear, personalized framework for aligning your money with your life’s purpose.

From retirement simulators and safe withdrawal rates to market drops and long-term care, Devin and Ben provide thoughtful strategies and real-world insights for navigating the emotional and financial realities of retiring with wealth. If you’re a growth-minded professional or family nearing retirement and wondering what it all adds up to, this episode is essential listening.

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