🚨$250k+ household income and $500k+ assets...? You’re ready for a personalized plan! Book your FREE retirement readiness call 👉 https://www.concurrentfp.com/ Want confidence that your retirement plan ACTUALLY works? Get it inside my Financial Harmony™ membership ($115/month) 👉 https://www.concurrentfp.com/financial-harmony-membership/ Take the Gen X Retirement Readiness Quiz...📊 https://concurrentfp.typeform.com/genx-scorecard - Most Retirees Are SHOCKED When They Learn This Social Securit...
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🚨$250k+ household income and $500k+ assets...? You’re ready for a personalized plan! Book your FREE retirement readiness call 👉 https://www.concurrentfp.com/ Want confidence that your retirement plan ACTUALLY works? Get it inside my Financial Harmony™ membership ($115/month) 👉 https://www.concurrentfp.com/financial-harmony-membership/ Take the Gen X Retirement Readiness Quiz...📊 https://concurrentfp.typeform.com/genx-scorecard - Most Retirees Are SHOCKED When They Learn This Social Securit...
Can You REALLY Retire at 50 vs 60 With $1.5M? | CFP Case Study
The Financial Harmonyâ„¢ Podcast
5 minutes
3 months ago
Can You REALLY Retire at 50 vs 60 With $1.5M? | CFP Case Study
Want a clear answer on retiring at 50 vs 60 with $1.5M? Book a free retirement readiness call 👉 https://www.concurrentfp.com/ - Is $1.5M enough? In this data-driven case study, Dr. Preston Cherry (Financial Planning Ph.D., Top 10 Investopedia Advisor, Founder of Concurrent Wealth Management) breaks down two real scenarios: retiring at 50 and at 60 - using realistic spending, taxes, and market assumptions. You’ll see how sequence-of-returns risk, Social Security timing, and a Guardrails-based...
The Financial Harmonyâ„¢ Podcast
🚨$250k+ household income and $500k+ assets...? You’re ready for a personalized plan! Book your FREE retirement readiness call 👉 https://www.concurrentfp.com/ Want confidence that your retirement plan ACTUALLY works? Get it inside my Financial Harmony™ membership ($115/month) 👉 https://www.concurrentfp.com/financial-harmony-membership/ Take the Gen X Retirement Readiness Quiz...📊 https://concurrentfp.typeform.com/genx-scorecard - Most Retirees Are SHOCKED When They Learn This Social Securit...
