4 Reasons to Retire at 62 With $1.5M or Less

Comments · 476

• RE

  @RetirewithJulia · 1 month ago · pinned

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• TE

  @terryclarence1209 · 1 year ago

  I concluded my financial planning by realizing I can retire at 97 and live comfortably for 21 minutes.

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• SA

  @sapp6401 · 1 year ago

  Please 20 something’s. Invest aggressively. Live reasonably. Getting to this number is totally possible.

  111

• CR

  @crimsonpearl4686 · 1 year ago

  I just retired on June 30, at 63, with 1.2M with ZERO debt (including no mortgage).

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• NU

  @nubicep65 · 11 months ago (edited)

  Medically retired 4 yrs ago. At 56. And single. Get about 30k from Ssdi was mortgage and debt free. Still<br>Am. My monthly payment covers all my expenses. Probably at that time with investments , 401k , and checking savings accounts. I was sitting about 315k ish. &nbsp;4 years later I’m almost at 500k and I took out about 10k last year. Plan again this year. from my bridge account. I travel nationwide 2-3 x a year. Go out concerts , casinos , ball games etc. I don’t sit home 100% of the time. I have a monthly budget I stick with. I’m frugal but, not cheap. I’m almost 61. Hopefully my funds keep growing.

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• CH

  @Chico-y7l8h · 10 months ago

  Thanks! Yeah at 63 and now dealing with work forcing me to drive 3x a week (3h wasted!) to the office to sit in front of a computer doing exactly what I can do at home is making me rethink retirement before 65. Time is indeed our most valuable asset.

  108

• MO

  @MotionRetirement · 1 year ago

  Great video, as always! Really interesting angle on the pre-medicare phase of retirement. So many clients are afraid of having to bridge that gap, but getting their health in tact during that time is absolutely priceless. Retirement is a long game!

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• LI

  @lifesabeach5405 · 1 year ago

  Patrick Swayze said he thought he had more time

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• AG

  @AgentZeroPrime · 1 year ago

  All I need is $1.5M? Oh boy! That means I only have about $1.8M to go before I can retire. For a moment there I was worried.

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• DA

  @danieloneil9461 · 1 year ago

  Your hair is incredible.

  27

• BR

  @brianadams6204 · 1 year ago

  Bill has updated his 4% rule to 4.7% recently.

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• RO

  @ronieelise6143 · 8 months ago

  Wow awesome! This is the first retirement planner who I&apos;ve heard talk about pre-medicare health optimization! Bravo to you!

  2