Uploaded March 2026 | Updated September 2026, 3 weeks ago
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A lot of people wonder, can I actually retire next year? Today, I’m walking you through a real retirement plan for a couple with about $2 million saved who want to retire at 61 and spend $12,000 per month. We’ll run their numbers step by step using retirement planning software and show you how small changes can dramatically impact their outcome. You’ll see why their initial plan only had about a 30% chance of success, what happens if they work longer, and how adjusting spending, Social Security timing, and withdrawal strategy can completely change the picture. Because this is a perfect example of how retirement isn’t just about how much you have—it’s about how you use it.
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🧑💻 Check our library of free guides - wealthrb.com/financial-guides
🔗 Follow us on Social Media
Instagram instagram.com/rb_cfp
LinkedIn linkedin.com/in/bacharachwealth
Twitter "X" https://x.com/wealthRB
#retirement #taxes #invest #retirementincome #retirementsavings #retirementplanning
RB Wealth Partner and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. This is a hypothetical example and is not representative of any specific investment. Your results may vary.
Securities offered through LPL Financial, Member FINRA/ SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and RB Wealth Partners are separate entities from LPL Financial.
The free software you can use - app.rightcapital.com/account/sign-up?referral=5TLzjBFuqIz2H-rA37SpWg&type=client
Schedule a consultation with Rob oncehub.com/rbwealth-YT
A lot of people wonder, can I actually retire next year? Today, I’m walking you through a real retirement plan for a couple with about $2 million saved who want to retire at 61 and spend $12,000 per month. We’ll run their numbers step by step using retirement planning software and show you how small changes can dramatically impact their outcome. You’ll see why their initial plan only had about a 30% chance of success, what happens if they work longer, and how adjusting spending, Social Security timing, and withdrawal strategy can completely change the picture. Because this is a perfect example of how retirement isn’t just about how much you have—it’s about how you use it.
🔔 DON'T FORGET TO SUBSCRIBE to catch our latest retirement strategies
🧑💻 Check our library of free guides - wealthrb.com/financial-guides
🔗 Follow us on Social Media
Instagram instagram.com/rb_cfp
LinkedIn linkedin.com/in/bacharachwealth
Twitter "X" https://x.com/wealthRB
#retirement #taxes #invest #retirementincome #retirementsavings #retirementplanning
RB Wealth Partner and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. This is a hypothetical example and is not representative of any specific investment. Your results may vary.
Securities offered through LPL Financial, Member FINRA/ SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and RB Wealth Partners are separate entities from LPL Financial.
