Retirement Planning in Your 50s (Case Study)

Are you in your 50s trying to see if you can retire at 60? In this video, we are walking through a case study of a couple that has 3 primary questions. 1. When should we take Social Security? 2. Can we spend $6,000/month? 3. Should we do any Roth conversions? Want to learn more about how I help my clients plan for a successful retirement? Schedule an intro call with me to learn more: https://calendly.com/jacobduke/intro Retirement Answers Podcast: https://podcasts.apple.com/us/podcast... Want help with you retirement plan?👇🏼 ☎️ Book a call with me: https://calendly.com/jacobduke/intro ✉️ Email me: jacob.duke@appliedcapital.com #retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity