EPISODE · Jun 25, 2025 · 20 MIN
Retire at 59 With $2.8M — How Much Can You Really Spend (and Convert to Roth)?
from Your Financial EKG™ | Retirement Planning | Investment and Wealth Management | Financial Planning · host Drew Blackston, Certified Retirement Counselor® Registered Financial Consultant®
Retire at 59 With $2.8M — How Much Can You Really Spend (and Convert to Roth)?**Schedule your free virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ****Buy My Book: Can I Really Retire https://www.amazon.com/shop/drewblackstoncrc/list/2FDRXX3LFUXQ8?ref_=aipsflist **You’ve saved $2.8 million and you're ready to retire at 59—but how much can you actually spend each year in retirement without running out of money? And can you still take advantage of Roth conversions to reduce taxes over time?❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please call Pearl Wealth Group at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.** ❌
What this episode covers
Retire at 59 With $2.8M — How Much Can You Really Spend (and Convert to Roth)?**Schedule your free virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ****Buy My Book: Can I Really Retire https://www.amazon.com/shop/drewblackstoncrc/list/2FDRXX3LFUXQ8?ref_=aipsflist **You’ve saved $2.8 million and you're ready to retire at 59—but how much can you actually spend each year in retirement without running out of money? And can you still take advantage of Roth conversions to reduce taxes over time?❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please call Pearl Wealth Group at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.** ❌
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Retire at 59 With $2.8M — How Much Can You Really Spend (and Convert to Roth)?
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