"I Didn't See This Coming": Can I Retire at 58 with $1.5m?

🟢 Get a free retirement assessment: https://www.sparkwealthadvisors.com/f... Marketplace Health Insurance Calculator: https://www.kff.org/interactive/subsi... Sometimes unforeseen circumstances can force you to change your retirement plans, such as health issues or a job loss. Fortunately for our client "Patrick", he had saved well throughout his career and came to us for help determining what retirement might look like after being laid off a 58, just a few years short of his anticipated retirement date. We evaluated Patrick's financial picture and showed him what he could sustainably withdraw from his 401(k) and brokerage accounts to live comfortably for 30 years. With a few additional adjustments, we gave Patrick the confidence to retire early even though it wasn't his initial plan. 0:00 Intro 1:10 Financial Overview 4:27 Income Guardrails 6:35 Plan Improvements 9:30 Financial Crisis Stress Test #401k #retirementplan #rothconversions #portfolio #withdrawalstrategy -------------------------------- ⚠️DISCLAIMERS⚠️ This content is educational and not tax, legal, or investment advice Past performance is no guarantee of future results. Investing risks include loss of principal and fluctuating value. There is no guarantee an investment strategy will be successful. -------------------------------- ABOUT US: Spark Wealth Advisors is a registered investment advisor in the state of Florida. We are fee-only, independent, and fiduciaries at all times. We are a gay-owned financial planning and investment management firm located in Jacksonville, FL serving clients nationwide. Not all of our clients identify as LGBTQ+ but they are allies, a non-negotiable for working with us. We look forward to meeting you soon! https://www.sparkwealthadvisors.com/a...