You saved $5 million—or maybe even more—for retirement. That should feel like freedom. But for many, reaching this milestone unlocks a new set of challenges: uncertainty, pressure to make the “right” decisions, and the struggle to actually enjoy what you’ve built. In this video, we walk through a real-life case study of a couple navigating retirement with significant wealth. You’ll see the common issues that come up—regardless of net worth—and the planning moves that can help turn financial success into real peace of mind.

The Retirement Recap

Join the 1000+ other retirees and get weekly articles and videos to help you retire with confidence.
Subscribers also gain access to our private monthly client memo.

This does not constitute an investment recommendation. Investing involves risk. Past performance is no guarantee of future results. Consult your financial advisor for what is appropriate for you. Disclosures: https://onedegreeadvisors.com/solutions/#disclosures