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Retirement Planning - Money Not MathAuthor: Drew Erickson
I love to help people have more confidence in their financial future. My mission is to provide the highest quality advice and service possible to my clients. Therefore, I limit myself to 100 active clients or less at all times that I have a fiduciary responsibility to. If you are interested in scheduling a 15-minute call to ask questions and determine if it might make sense for us to work together, please use this link to do so at your convenience, https://form.jotform.com/240425716309151 My core Values are Family, Faith, Finances, Fitness, Friends and Fun. Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it Trailer: |
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What Does Retirement Income Look Like for a Single Person with $500,000 in an IRA + Social Security? | Money Not Math Ep. 170
Episode 170
Monday, 12 January, 2026
What Does Retirement Income Look Like for a Single Person with $500,000 in an IRA + Social Security? | Money Not Math Ep. 170Welcome back to Money Not Math! In Episode 170, we’re revisiting a popular topic from Episode 162, where we looked at retirement income for a hypothetical married couple with $500,000 in an IRA plus Social Security.This time, we’re adjusting the scenario for a single person, as requested by one of our viewers.Here’s what we’ll cover:✅ How $500,000 in an IRA + Social Security might work together✅ Options to maximize asset allocation✅ Social Security income strategies✅ Tax and Roth conversion considerations✅ Retirement spending approachesThis is not personalized advice, but an educational illustration to help you better understand the factors that can impact retirement income.If you have questions about your own situation, we’d love to help!📞 Contact us at 218-686-3170🌐 Visit us at www.5stonefinancialgroup.com Disclaimer:This content is for informational purposes only and should not be considered investment, tax, or legal advice. Individual circumstances vary, so please consult with a qualified professional before making decisions about your retirement plan.👉 Watch now and let’s dive in!https://youtu.be/zAcbEVUTfGY #MoneyNotMath #RetirementPlanning #FinancialEducation #RetirementIncome #SocialSecurityPlanning #IRAPlanning #RothConversion #TaxPlanning #AssetAllocation #RetirementStrategies #FinancialFreedom #RetireSmart #EmptyNestPlanning #WealthManagement #RetirementConfidence
