62 with $500K in Retirement: How Long Will My Money Last?
As you near retirement with $500,000 built up in retirement, many people believe there is only one way they can use that money. Today I'm exploring multiple options you could take if you found yourself in this position.
This video focuses on several factors that influence your income stream from your retirement savings including longevity planning, Social Security, pensions, 401(k) and tax planning.
Have you saved even more for retirement? Check out my video on the $2M retirement plan: • How to KEEP MORE of Your $5M Retirement Sa...
Looking for a what to do with about $250K in retirement? Here’s a video just for you! • Top 2 Strategies to MAXIMIZE your $250,000...
What are your options with a $5 million retirement? Watch this video: • How to KEEP MORE of Your $5M Retirement Sa...
Chapters:
0:00 $500K Retirement
0:44 3 Steps to a $500K Retirement
1:35 Longevity Estimate
5:05 Social Security Analysis
8:47 Compare Strategies of SS Start Dates
12:20 Involve Tax Planning
18:33 Put it All Together
21:41 Safety-First Retirement Planning
===
Maximize Your Retirement Income!
Lower Your Lifetime Tax Bill
Avoid Mistake with Your Pension
Get the Most out of Social Security
If you’re trying to find the answers to these questions:
How do I get the most money out of my Social Security & Pension?
How do I lower my lifetime tax bill?
How do I turn my $500k+ retirement savings into retirement income?
Then schedule an intro call with my team at Keil Financial Partners:
https://calendly.com/d/3wq-24m-d4p
===
Disclosures
Videos published prior to June 30, 2025, were recorded and approved while the advisor was affiliated with Thrivent Advisor Network. These videos reflect the advisor’s views and interpretations at that time. The information and disclosures contained in those videos were believed to be accurate and complete as of the date of recording, but may not reflect current market conditions or Alongside, LLC, policies.
All content is provided for educational purposes only and does not constitute personalized investment advice. Read below for current disclosures and potential conflicts of interest.
This media is provided for informational and educational purposes only and does not consider the investment objectives, financial situation, or particular needs of any consumer. Nothing in this program should be construed as investment, legal, or tax advice, nor as a recommendation to buy, sell, or hold any security or to adopt any investment strategy.
The views and opinions expressed are those of the host and any guest, current as of the date of recording, and may change without notice as market, political or economic conditions evolve. All investments involve risk, including the possible loss of principal. Past Performance is no guarantee of future results.
Legal & Tax Disclosure
Consumers should consult their own qualified attorney, CPA, or other professional advisor regarding their specific legal and tax situations.
Advisor Disclosures
Alongside, LLC, doing business as Keil Financial Partners, is an SEC-registered investment adviser. Registration does not imply a certain level of skill or expertise. Advisory services are delivered through the Alongside, LLC platform. Keil Financial Partners is independent, not owned or operated by Alongside, LLC.
Additional information about Alongside, LLC - including its services, fees and any material conflicts of interest - can be found at https://adviserinfo.sec.gov/firm/summ... or by requesting Form ADV Part 2A.
The content of this media should not be reproduced or redistributed without the firm's written consent. Any trademarks or service marks mentioned belong to their respective owners and are used for identification purposes only.
For important disclosures visit http://keilfp.com/disclosures
===