Can You Retire on $750K? How long will it really last?

Smart Wealth and Retirement

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Retirement planning can feel overwhelming — especially when you’re trying to figure out if your nest egg will actually last. In this episode, Jim Martin and Casey Bibb of Martin Wealth Solutions break down what life looks like if you retire with $750,000 saved. They walk through the timeline year by year, showing how income, Social Security, investments, and spending all come together.

You’ll hear about the “Go-Go Years,” “Slow-Go Years,” and “No-Go Years” — and why understanding these phases is critical for planning smarter, spending confidently, and avoiding the fear of running out of money.

What You’ll Learn in This Episode

• 📊 How $750K can realistically provide income in retirement

• 🕒 Why the first 10 years matter most for your retirement timeline

• 💵 How Social Security fits into your income picture

• 🔄 The 3 phases of retirement (Go-Go, Slow-Go, No-Go) and how spending shifts in each

• ⚖️ The importance of balancing risk and protection in your portfolio

• 🧾 Key tax considerations that can help stretch your savings further

Why It Matters

Most people wonder: “Do I have enough?” This episode gives you a clear framework to evaluate your own retirement savings and avoid overspending early. It’s not just about the size of your nest egg — it’s about how you use it over time.

Want to work with us?

Visit us on YouTube: https://www.youtube.com/@MartinWealth
Learn more: martinwealth.com

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