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Many of the case studies posted online are for married couples, which are very helpful...for married couples.

Tax brackets, investment allocations, spending, and social security are just a few things that look different for a single retiree than a married couple.

In this video, Jake shares a few components of a real life retirement plan for one of our clients.

1:00 Net Worth Blueprint
2:14 Retirement Goals / Timeline
3:00 Income, Savings, Expenses
5:00 Cashflow Sankey Visual
5:30 Finding "The Gap"
6:36 Withdrawal Rate
7:42 Monte Carlo Analysis (Probability of Success
9:04 Making Adjustments
9:17 The Retirement Spending Smile
11:57 Investment Allocation
13:10 Withdrawal Sequence & Roth Conversions



This content of this video is meant for educational purposes only. It should not be considered tax, legal, or investment advice. Consult a qualified professional for personalized guidance