Retirement projection for a 57 yo & 54yo with $160,000 of debt

Running retirement projections is one of the most important things I can do to prove my strategies to my clients. It helps answer the big questions about when can I retire? How much can I spend? And do I have enough? I can spend hours teaching people about retirement strategies, where to invest and why, ensuring they pay as little tax as possible. But it’s not until we complete retirement projections till we see the a-ha moment where people understand and feel confident to retire and confident to spend the right amount at the right times. In this video wanted to focus on how important it can be to retire a couple years later or even to work part-time it makes a massive difference to the longevity of your money. As always this is general advice only.

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