You’ve Saved $2.2 Million for Retirement. Now What? A Retirement Income Example

This example is hypothetical and for educational purposes only. It is not a guarantee of future results. Actual outcomes will vary based on individual circumstances, market conditions, investment performance, taxes, and other factors. --------------------------------------------------------------- What could retirement actually look like with $2.2 million saved? In this video, Carson Johnson MS®, CFP®, CRPC™, NSSA™ walks through a hypothetical couple, David and Julie, who are approaching retirement at age 65 with approximately $2.2 million in retirement savings. Using Peterson Wealth's proprietary Perennial Income Model™, we demonstrate how their investments and Social Security can work together to create a retirement income plan designed to address three of the biggest challenges retirees face: living longer, keeping pace with inflation, and navigating market volatility while taking regular withdrawals. Rather than treating the entire portfolio the same, the Perennial Income Model™ organizes retirement assets based on when the money will be needed. Near-term assets can be positioned more conservatively for income, while longer-term assets have more time and opportunity to grow. In this video you'll learn: ✅ What a retirement income plan could look like with $2.2 million saved ✅ How Social Security can be coordinated with portfolio withdrawals ✅ Why longevity, inflation, and market volatility require different planning considerations ✅ How time-based income segments are used within the Perennial Income Model™ ✅ Why part of a retirement portfolio may be positioned as a long-term safety net for unexpected needs, longevity, or legacy goals At Peterson Wealth Advisors, retirement income planning isn't just one of the things we do—it's our exclusive focus. We help retirees and those nearing retirement answer the question that matters most: "Will I outlive my money, or will my money outlive me?" If you're approaching retirement and want to see what a retirement income plan could look like using your own savings, Social Security benefits, and financial goals, we'd love to help. 📅 Schedule your complimentary Retirement Income Strategy Session: https://petersonwealth.com/lets-talk/ Learn more about Peterson Wealth Advisors: https://petersonwealth.com/ Questions? Email us at info@petersonwealth.com.