Can I Retire at 62 with $500,000 Saved for Retirement?

Schedule your complimentary phone call with us: https://www.phibbsfinancial.com/process This case study follows the journey of Dave, who is set to retire next year. We examine the practical math behind his retirement strategy and how he manages his assets to ensure he stays on track without needing a massive nest egg. This is for anyone looking to simplify their approach to financial independence. ------------------------------------------------------------------------------------------------------------------- I'm Trevor Phibbs, a CERTIFIED FINANCIAL PLANNER® and the founder of Phibbs Financial. We're a family-owned fiduciary firm in Draper, Utah. Most people who are afraid to spend in retirement don't have a money problem. They've just never had anyone sit down and show them what they actually have. That's what we do. ------------------------------------------------------------------------------------------------------------------- Investment advisory services offered through Phibbs Financial Services LLC ("Phibbs Financial"), a registered investment advisor in the state of Utah and other jurisdictions where exempted. Insurance products and services offered and sold separately through Phibbs Insurance Services LLC in all appropriate jurisdictions. This video is educational only. It is not individualized investment, tax, or legal advice, and watching it does not create an advisory relationship. All investing involves risk, including loss of principal. Any client experiences described are illustrative and may be composite. Comments on this video are not solicited or compensated, are not verified, and are not testimonials or endorsements. Full disclosures: https://www.phibbsfinancial.com/disclosures