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Burnt out at work and ready to throw in the towel, Camille came to us asking if she can retire ASAP. The initial outlook was bleak, but after compromise, we were able to make Camille and Tom's retirement plan work for them.

0:00 Intro
1:00 Assets & Accounts
2:11 Income
3:36 Savings
4:10 Expenses
4:25 Goals (Retirement Spending, Medical, LTC)
5:15 Retirement Analysis
6:07 Proposals & Plan Changes
8:00 Social Security Claiming
9:00 Retirement Spending Strategies
11:00 A Much Better Outlook!
11:49 Comparing Initial vs. Proposed Plan Assets
12:30 Ongoing Adjustments
13:00 Cashflow Mapping
14:25 Withdrawal Rate

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