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Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning
Drew Blackston, Certified Retirement Counselor® Registered Financial Consultant®
245 episodes
5 days ago
Welcome to the Your Financial EKG™ Podcast, your go-to source for expert financial planning insights, retirement strategies, and wealth-building tips. Whether you're approaching retirement, already retired, or looking to maximize your investments, this podcast delivers actionable advice on retirement income planning, tax-efficient strategies, Social Security optimization, estate planning, and long-term wealth management. **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall **
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All content for Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning is the property of Drew Blackston, Certified Retirement Counselor® Registered Financial Consultant® and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to the Your Financial EKG™ Podcast, your go-to source for expert financial planning insights, retirement strategies, and wealth-building tips. Whether you're approaching retirement, already retired, or looking to maximize your investments, this podcast delivers actionable advice on retirement income planning, tax-efficient strategies, Social Security optimization, estate planning, and long-term wealth management. **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall **
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Investing
Business
Episodes (20/245)
Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning
Retiring at 55 with $2.6 Million — How Much Can You REALLY Spend

Retiring at 55 with $2.6 Million — How Much Can You REALLY Spend


**Schedule your free virtual consultation 😊 , click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ****Buy My Book 📕 : Can I Really Retire https://www.amazon.com/shop/drewblackstoncrc/list/2FDRXX3LFUXQ8?ref_=aipsflist ****Text me: 813-535-5135** 📱 If you’re 55 years old with around $2.6 million saved for retirement, you might be wondering — can I really retire now, and how much can I safely spend each year in retirement? In this retirement video, I walk through a real-world retirement planning scenario using my Financial EKG® framework to show how retirement income, retirement investments, and taxes all fit together.


❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please call Pearl Wealth Group at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.** ❌

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5 days ago
40 minutes 16 seconds

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning
Retire at 65: How Much Money Do You REALLY Need?

Retire at 65: How Much Money Do You REALLY Need? 💰
Are you wondering how much you actually need to retire comfortably at age 65? In this video, we break down retirement income strategies, Social Security timing, investment returns, and withdrawal plans so you can know your real retirement number.

We’ll cover:
✅ How to calculate your retirement savings goal
✅ Safe withdrawal rates and income planning at 65
✅ How Social Security and inflation affect your plan
✅ Real-life examples of retirees living off different nest eggs

Whether you have $300k, $800k, or $1 million saved, this video will help you understand what’s realistic for your retirement lifestyle — and how to avoid running out of money too soon.


❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please call Pearl Wealth Group at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.** ❌

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1 week ago
26 minutes

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning
How Can I Retire at 60 with $200,000 Saved For Retirement?!?

How Can I Retire at 60 with $200,000 Saved For Retirement?!?


**Schedule your free virtual consultation 😊 , click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ****Buy My Book 📕 : Can I Really Retire https://www.amazon.com/shop/drewblackstoncrc/list/2FDRXX3LFUXQ8?ref_=aipsflist ****Text me: 813-535-5135** 📱 Can you really retire at 60 with just $200,000 saved for retirement? In this retirement video, we break down practical retirement strategies for early retirement, including how to stretch your retirement savings, manage expenses, and generate retirement income. Learn tips for Social Security timing, retirement investment strategies, and budgeting to make your money last. Perfect for anyone exploring retirement on a modest nest egg.


❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please call Pearl Wealth Group at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.** ❌

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2 weeks ago
18 minutes 41 seconds

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning
Can I Retire Comfortably at 61 with Just $375K

Can I Retire Comfortably at 61 with Just $375K


**Schedule your free virtual consultation 😊 , click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ****Buy My Book 📕 : Can I Really Retire https://www.amazon.com/shop/drewblackstoncrc/list/2FDRXX3LFUXQ8?ref_=aipsflist ****Text me: 813-535-5135** 📱 Thinking about retiring at 61 with only $375,000 saved for retirement? Many people wonder if it’s even possible to retire comfortably with this amount. In this retirement video, I break down how much retirement income you can realistically generate, what expenses you need to consider, and retirement strategies to make your money last throughout retirement.


❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please call Pearl Wealth Group at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.** ❌

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3 weeks ago
35 minutes 40 seconds

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning
Think $500K Is Enough to Retire? Watch This!

Think $500K Is Enough to Retire? Watch This!


**Schedule your free virtual consultation 😊 , click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ****Buy My Book 📕 : Can I Really Retire https://www.amazon.com/shop/drewblackstoncrc/list/2FDRXX3LFUXQ8?ref_=aipsflist ****Text me: 813-535-5135** 📱 “Is $500K really enough to retire comfortably? In this retirement video, we break down what life looks like with a $500K retirement nest egg — covering retirement income, lifestyle, and the risks most people overlook. Don’t plan your retirement without knowing the truth about $500K saved for retirement!”


❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please call Pearl Wealth Group at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.** ❌

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1 month ago
25 minutes 31 seconds

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning
$200K Saved at 46 & 43: When Can You Retire?

$200K Saved at 46 & 43: When Can You Retire?


**Schedule your free virtual consultation 😊 , click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ****Buy My Book 📕 : Can I Really Retire https://www.amazon.com/shop/drewblackstoncrc/list/2FDRXX3LFUXQ8?ref_=aipsflist ****Text me: 813-535-5135** 📱 You’re 46 and 43 years old with $200,000 saved for retirement—but when can you realistically retire? In this retirement video, I’ll walk through retirement projections, retirement income strategies, and how far $200K can take you depending on your lifestyle, retirement savings rate, and Social Security.


❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please call Pearl Wealth Group at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.** ❌

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1 month ago
19 minutes 4 seconds

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning
How Much Income Will $4.5 Million Give You in Retirement?

How Much Income Will $4.5 Million Give You in Retirement?


How Much Income Will $4.5 Million Give You in Retirement?**Schedule your free virtual consultation 😊 , click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ****Buy My Book 📕 : Can I Really Retire https://www.amazon.com/shop/drewblackstoncrc/list/2FDRXX3LFUXQ8?ref_=aipsflist ****Text me: 813-535-5135** 📱 How much retirement income can a $4.5 million retirement portfolio generate? In this retirement video, we break down the numbers and show you what $4.5 million could provide in retirement income—whether you’re looking at safe retirement withdrawal rates, retirement dividend strategies, or annuity options.


❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please call Pearl Wealth Group at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.** ❌

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1 month ago
28 minutes 29 seconds

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning
Retire on Dividends: Is It Really Possible?

Retire on Dividends: Is It Really Possible?**Schedule your free virtual consultation 😊 , click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ****Buy My Book 📕 : Can I Really Retire https://www.amazon.com/shop/drewblackstoncrc/list/2FDRXX3LFUXQ8?ref_=aipsflist ****Text me: 813-535-5135** 📱 Are you dreaming of a retirement funded entirely by dividends? In this retirement video, we break down the reality of living off dividend income, including how much you need, the best dividend stocks for retirement, and retirement strategies to make your money last. Whether you’re just starting your retirement planning or looking for ways to boost your retirement income, this guide will help you see if retiring on dividends alone is realistic.


❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please call Pearl Wealth Group at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.** ❌

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1 month ago
25 minutes 6 seconds

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning
How Long Will $1 Million Last in Retirement?

How Long Will $1 Million Last in Retirement?


**Schedule your free virtual consultation 😊 , click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ****Buy My Book 📕 : Can I Really Retire https://www.amazon.com/shop/drewblackstoncrc/list/2FDRXX3LFUXQ8?ref_=aipsflist ****Text me: 813-535-5135** 📱 How long will $1 million last in retirement? 💰 In this retirement video, we break down how far a $1,000,000 retirement portfolio can stretch, safe retirement withdrawal strategies, and the real costs you’ll face in retirement. Whether you’re planning to retire at 55, 60, or 65, knowing how much retirement income $1 million can provide is critical. We’ll cover the 4% rule, longevity risks, taxes, inflation, and strategies to make your retirement savings last a lifetime.

❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please call Pearl Wealth Group at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.** ❌

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2 months ago
37 minutes 57 seconds

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning
Retire at 55 with these 2 Retirement Strategies

Retire at 55 with these 2 Retirement Strategies


Retire at 55 with these 2 Retirement Strategies**Schedule your free virtual consultation 😊 , click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ****Buy My Book 📕 : Can I Really Retire https://www.amazon.com/shop/drewblackstoncrc/list/2FDRXX3LFUXQ8?ref_=aipsflist ****Text me: 813-535-5135** 📱 Want to retire at 55? In this retirement video, we break down 2 proven retirement strategies that can help you achieve financial independence earlier than most people. Whether you’re saving in a 401(k), IRA, or taxable account, you’ll learn how to structure your retirement income, reduce taxes, and create a retirement plan that works before traditional retirement age.
❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please call Pearl Wealth Group at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.** ❌

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2 months ago
46 minutes 20 seconds

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning
How Can I Retire with 100k Saved For Retirement?

How Can I Retire with 100k Saved For Retirement?**Schedule your free virtual consultation 😊 , click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ****Buy My Book 📕 : Can I Really Retire https://www.amazon.com/shop/drewblackstoncrc/list/2FDRXX3LFUXQ8?ref_=aipsflist ****Text me: 813-535-5135** 📱 Wondering if you can retire with only $100,000 saved for retirement? In this retirement video, we break down realistic retirement strategies for those with $100K or less in retirement savings. You’ll learn how to stretch your money, lower expenses, maximize Social Security, and create multiple retirement income streams so you can retire comfortably—even without a million-dollar nest egg. Whether you’re in your 50s or already retired, these tips will help you make the most of your retirement savings.


❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please call Pearl Wealth Group at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.** ❌

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2 months ago
18 minutes 16 seconds

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning
Can I Retire at 67 with $280,000: Is It Enough

Can I Retire at 67 with $280,000: Is It Enough


**Schedule your free virtual consultation 😊 , click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ****Buy My Book 📕 : Can I Really Retire https://www.amazon.com/shop/drewblackstoncrc/list/2FDRXX3LFUXQ8?ref_=aipsflist ****Text me: 813-535-5135** 📱 Wondering if $280K is enough to retire at age 67? In this retirement video, we break down the key factors—monthly retirement income needs, Social Security, retirement investment strategy, and retirement healthcare costs—to help you understand if retiring with $280,000 is realistic or risky.

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2 months ago
22 minutes 50 seconds

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning
61 with $375K Saved: When Can They Retire?

61 with $375K Saved: When Can They Retire?**Schedule your free virtual consultation 😊 , click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ****Buy My Book 📕 : Can I Really Retire https://www.amazon.com/shop/drewblackstoncrc/list/2FDRXX3LFUXQ8?ref_=aipsflist ****Text me: 813-535-5135** 📱 Can a 61-year-old couple retire with just $375,000 in retirement savings? In this retirement video, we break down their retirement options, including Social Security timing, retirement investment strategy, and realistic retirement spending levels. If you're in your 50s or 60s and wondering if you have enough saved for retirement, this case study will give you real numbers, real retirement strategy, and real answers.


❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please call Pearl Wealth Group at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.** ❌



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2 months ago
37 minutes 22 seconds

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning
Don’t Retire Until You’ve Answered THESE 3 Questions

**Schedule your free virtual consultation 😊 , click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ****Buy My Book 📕 : Can I Really Retire https://www.amazon.com/shop/drewblackstoncrc/list/2FDRXX3LFUXQ8?ref_=aipsflist ****Text me: 813-535-5135** 📱 Thinking about retirement? Before you make the leap, there are 3 critical questions you must answer to avoid costly retirement mistakes. In this retirement video, we break down the key decisions that could make or break your financial future—covering retirement income planning, retirement healthcare costs, and long-term lifestyle needs. Whether you're retiring in 6 months or 6 years, this guide will help you retire with confidence.


❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please call Pearl Wealth Group at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.** ❌

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3 months ago
29 minutes 16 seconds

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning
Retiring at 60: The Hidden Cost of Inflation

Retiring at 60: The Hidden Cost of Inflation**Schedule your free virtual consultation 😊 , click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ****Buy My Book 📕 : Can I Really Retire https://www.amazon.com/shop/drewblackstoncrc/list/2FDRXX3LFUXQ8?ref_=aipsflist ****Text me: 813-535-5135** 📱 Thinking about retiring at 60? With rising prices and persistent inflation, your retirement plan might not go as far as you expect. In this retirement video, we break down how inflation impacts your retirement savings, retirement income needs, and long-term financial security — especially if you're aiming to retire early.


❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please call Pearl Wealth Group at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.** ❌

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3 months ago
21 minutes 14 seconds

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning
Can I Retire at 55 with $2 Million? Let’s Find Out…

Can I Retire at 55 with $2 Million? Let’s Find Out…


**Schedule your free virtual consultation 😊 , click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ****Buy My Book 📕 : Can I Really Retire https://www.amazon.com/shop/drewblackstoncrc/list/2FDRXX3LFUXQ8?ref_=aipsflist ****Text me: 813-535-5135** 📱 Can you comfortably retire at 55 with $2 million? In this retirement video, we break down what early retirement could actually look like with a $2M retirement investing portfolio. From budgeting and inflation to taxes and stock market risk, you’ll discover what it really takes to make it work.
❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please call Pearl Wealth Group at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.** ❌

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3 months ago
32 minutes 3 seconds

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning
How Much Income Will $500K Actually Give You in Retirement?

How Much Income Will $500K Actually Give You in Retirement?


**Schedule your free virtual consultation 😊 , click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ****Buy My Book 📕 : Can I Really Retire https://www.amazon.com/shop/drewblackstoncrc/list/2FDRXX3LFUXQ8?ref_=aipsflist ****Text me: 813-535-5135** 📱 Wondering how much retirement income $500,000 can generate for retirement income? In this retirement video, we break down exactly how far $500K can take you in retirement. Using real-life numbers, safe retirement withdrawal rates, and different retirement investment strategies, you'll learn what kind of monthly income you can expect—plus key factors that can make your money last longer.Whether you’re in your 50s or planning early retirement, this video helps you answer the big question: Is $500,000 enough to retire?


❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please call Pearl Wealth Group at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.** ❌

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3 months ago
16 minutes 4 seconds

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning
Can I Retire at 57 with $1 Million? (The Truth Might Surprise You)

Can I Retire at 57 with $1 Million? (The Truth Might Surprise You)


**Schedule your free virtual consultation 😊 , click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ****Buy My Book 📕 : Can I Really Retire https://www.amazon.com/shop/drewblackstoncrc/list/2FDRXX3LFUXQ8?ref_=aipsflist ****Text me: 813-535-5135** 📱 Wondering if $1 million is enough to retire at 57? In this retirement video, we break down what early retirement really looks like with a $1,000,000 in retirement savings. From retirement income strategies and Social Security timing to inflation, healthcare costs, and retirement withdrawal rates — we’ll show you whether $1 million can provide the retirement lifestyle you want.


❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please call Pearl Wealth Group at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.** ❌

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4 months ago
10 minutes 54 seconds

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning
Retire at 59 With $2.8M — How Much Can You Really Spend (and Convert to Roth)?

Retire at 59 With $2.8M — How Much Can You Really Spend (and Convert to Roth)?**Schedule your free virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ****Buy My Book: Can I Really Retire https://www.amazon.com/shop/drewblackstoncrc/list/2FDRXX3LFUXQ8?ref_=aipsflist **You’ve saved $2.8 million and you're ready to retire at 59—but how much can you actually spend each year in retirement without running out of money? And can you still take advantage of Roth conversions to reduce taxes over time?


❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please call Pearl Wealth Group at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.** ❌

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4 months ago
20 minutes 45 seconds

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning
$900K Retirement Plan at 60: Stock Market Analysis

$900K Retirement Plan at 60: Stock Market Analysis


**Schedule your free virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ****Buy My Book: Can I Really Retire https://www.amazon.com/shop/drewblackstoncrc/list/2FDRXX3LFUXQ8?ref_=aipsflist **Wondering if $900K is enough to retire comfortably at 60? In this retirement video, we dive deep into stock market analysis and retirement strategies tailored for those nearing retirement with a $900K retirement nest egg. We’ll explore key retirement investment opportunities, stock market trends, and potential risks to help you make the most of your retirement portfolio and maximize your retirement income. Whether you're already retired or planning your exit from the workforce, this retirement analysis will give you the confidence and insights you need to plan your future.


❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please call Pearl Wealth Group at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.** ❌

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4 months ago
27 minutes 19 seconds

Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning
Welcome to the Your Financial EKG™ Podcast, your go-to source for expert financial planning insights, retirement strategies, and wealth-building tips. Whether you're approaching retirement, already retired, or looking to maximize your investments, this podcast delivers actionable advice on retirement income planning, tax-efficient strategies, Social Security optimization, estate planning, and long-term wealth management. **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall **