$4 Million Saved, Here's How He Retired 5 Years Earlier

TaylorMade Retirement with Taylor Demars, CFP® · May 12, 2026 · 18m · transcript

A client came to us with $4 million saved, convinced he had to work until 63. His advisor of 12 years said he was on track. But when we rebuilt his plan from the ground up, we found three assumptions that were costing him five of his healthiest retirement years.

In this episode, Taylor walks through the three specific changes we made to his plan, without adding a dollar to his savings or increasing his risk, that moved his retirement date from 63 to 58.

If your plan uses flat spending projections, a default investment allocation, and no Roth conversion strategy, this video will show you what…