Age 62 with $1.6M, 3 years to Retirement: CASE STUDY

Age 62 with $1.6M, 3 years to Retirement: CASE STUDY

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✍ SHOW NOTES & RESOURCES ✍

Show Notes - https://onedegreeadvisors.com/2024/07/age-62-with-1-6m…rs-to-retirement/

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0:00 - Introduction
5:00 - Projections and Spending
7:18 - Additional Goals
8:50 - Timing of Social Security
11:30 - Conclusion