In this video, I break down how I helped one couple retire comfortably with $600,000 in savings. You often hear that you need a million, two million, or some other arbitrary number to retire—but that idea can be misleading.
The truth is, there is no one-size-fits-all number. Every situation is different, and every person has a unique vision for what retirement should look like.
I will walk through some of the key decisions that made all the difference for this couple—understanding their expenses, timing Social Security, securing healthcare, and creating a smart withdrawal plan.
If you’ve been wondering whether your savings are enough, this video may give you some clarity.

News You Can Use
Get actionable financial advice delivered to your inbox a few times a month.