Why Retirement Completely Changes Once You’ve Saved $1.5 Million

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There is a point in retirement planning where everything changes, and it is not when you hit your first $100,000 or even $1 million. Once your accounts reach about $1.5 million, the conversation shifts entirely.

At this level, retirement stops being about survival and becomes about coordination, balancing taxes, withdrawals, investments, Social Security, and Medicare so you can protect what you have built and enjoy the freedom you have earned.

In this video, I walk through:
• Why the decisions you make after $1.5 million matter more than ever
• How sequence of returns risk can derail even strong portfolios
• Smarter ways to manage withdrawals and reduce lifetime taxes
• The mindset shift from saver to spender and how to spend guilt free
• Strategies to create a “permission to spend” plan that provides clarity and peace of mind

If you have saved $1.5 million or more and want to make sure your plan is designed for this next stage, not just for accumulation but for retirement done right, this video will help you understand what truly changes and how to adapt with confidence.

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