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What should you do when you've saved $4.8 million for retirement?

  Рет қаралды 3,775

Best Path Advisors

Best Path Advisors

2 ай бұрын

In this video, I walk through a retirement plan for a sample couple who have $4.8 million at retirement. What are the key things they need to consider?
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Send me an email at liz@bestpathadvisors.com with your feedback, scenarios you'd like to see modeled in future vidoes, or questions you have about your own retirement plan.
I specialize in comprehensive retirement planning, including tax and income planning and investment management, for women and couples with $2 million+. Some people hire me to create a plan for a fee. Others hire me as the CFO of their financial life, so they can focus on the things they enjoy most.
If you would like to talk about how I can help, please schedule a free mini-consultation here: calendly.com/b...

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