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Wondering if a million dollars is actually enough to retire on? In this episode of Navigating Retirement, Certified Financial Planners Brad Lineberger and Matt Callahan break down everything you need to know about retiring with $1 million — covering the three tax buckets, the updated 5% safe withdrawal rule, Roth conversion strategies, sequence of returns risk, and how Social Security timing and inflation impact how long your money lasts.
Whether you're still building your nest egg or preparing to make the transition, this episode gives you a clear, coordinated framework to turn your savings into a reliable retirement paycheck — and the confidence to know your money will last.
More episodes & free consultation: https://www.seasidewealth.com/podcasts
#retirementplanning #retirementincome #caniretireamillion #rothconversion #socialsecurity #taxplanning #navigatingretirement #seasidewealth #cfp #retirementstrategy #sequenceofreturns #4percentrule #withdrawalstrategy
By Seaside Wealth ManagementWondering if a million dollars is actually enough to retire on? In this episode of Navigating Retirement, Certified Financial Planners Brad Lineberger and Matt Callahan break down everything you need to know about retiring with $1 million — covering the three tax buckets, the updated 5% safe withdrawal rule, Roth conversion strategies, sequence of returns risk, and how Social Security timing and inflation impact how long your money lasts.
Whether you're still building your nest egg or preparing to make the transition, this episode gives you a clear, coordinated framework to turn your savings into a reliable retirement paycheck — and the confidence to know your money will last.
More episodes & free consultation: https://www.seasidewealth.com/podcasts
#retirementplanning #retirementincome #caniretireamillion #rothconversion #socialsecurity #taxplanning #navigatingretirement #seasidewealth #cfp #retirementstrategy #sequenceofreturns #4percentrule #withdrawalstrategy