Can I Retire With $5 Million? Planning the Next Chapter
For many investors, the big question is whether $5 million is enough to retire—and this real-life case study shows how to answer it. With Pat out this week, Scott is joined by Allworth advisor Mark Shone to walk through a $5–6 million household navigating retirement while raising kids, funding college, and managing a second marriage. Scott and Mark break down what really matters when asking if you can retire with $5 million—and how to make that decision with confidence.
Plus, a physician with $6M+ asks if being all-in on the S&P 500 is a mistake—and what to do instead.
What You’ll Learn:
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