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Play #2: Determining How Much You Need in Retirement | Ep 31
Mark Zagurski explores Play #2 of the Seven Plays series: determining how much money you need in retirement. He challenges the conventional rule of thumb of replacing 70-80% of pre-retirement income, citing Morningstar research showing replacement rates vary from 54% to 87% based on lifestyle and expenses. Mark discusses the “go-go,” “slow-go,” and “no-go” phases of retirement and how expenses like healthcare and travel can shift over time. He emphasizes the need for a personalized plan to account for Social Security, retirement accounts, and personal savings.
You’ll learn:
→ Why retirement…
The skinny
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