Art Burton, WMCP

10/08/2026

💡 Retirement Math That Might Surprise You

If you're earning $150,000 a year and want to maintain that income in retirement, you might assume you'll need a massive nest egg.

Using a common rule of thumb, that could mean needing around $3.75 million invested.

But what if you've already saved $1.7 million and won't need income for another 4 years?

The answer isn't always "save another $2 million."

There may be strategies designed to help generate retirement income more efficiently, depending on your goals, timeline, and overall financial picture.

Sometimes the most important retirement question isn't:

"How much more do I need?"

It's:

"Am I using the assets I already have in the most effective way possible?"

That's where thoughtful planning can make a big difference.

Not investment advice. Income strategies vary based on individual circumstances and may involve risks and costs. Consult a qualified financial professional regarding your specific situation.

🚀 What's your biggest concern about creating income in retirement?

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Happy National Financial Planning month

Let’s chat:

This introductory meeting is designed to understand your personal and financial situation, clarify your goals, and determine how I may be able to add value.

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Small businesses thrive because of the people behind them. Offering benefits, financial wellness resources, and long-term planning support can help strengthen employee loyalty and engagement.

Let’s explore opportunities for your team.