Can You Retire Without Running Out of Money?
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“What happens when my paycheck stops?”
For many people, that’s the biggest retirement question of all.
In this video, Jeremy Riggs, CFP®, walks through how retirement planning becomes far less stressful when you stop guessing and start testing your plan with real numbers.
After a client recently asked whether she could truly retire without running out of money, Jeremy helped map out her entire financial picture into a real-time retirement income plan. Together, they analyzed investment accounts, retirement savings, emergency reserves, market risk, and future income projections to understand how her plan would hold up under different scenarios.
This conversation covers:
• Retirement income planning
• Stress testing retirement portfolios
• Retirement confidence and financial security
• 401(k) and Roth IRA planning
• Market downturn scenarios
• Retirement cash flow strategies
• Emergency fund planning
• Income guardrails in retirement
• Long-term portfolio growth projections
• Financial independence and retirement readiness
Jeremy also explains how guardrails and scenario testing can help retirees understand how much market volatility their plan can withstand before spending adjustments become necessary.
One of the biggest benefits of retirement planning is clarity. Instead of relying on fear or uncertainty, families can make decisions based on measurable outcomes and realistic expectations.
If you’ve ever wondered whether your retirement savings can truly support your lifestyle long term, this video will help you understand why testing the plan before retirement matters so much.
Schedule a meeting using the link below if you'd like help building or stress testing your own retirement income strategy.
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BASE WEALTH MANAGEMENT is an SEC-registered investment adviser and offers advisory services in jurisdictions where it is properly registered, notice-filed, or otherwise exempt from registration requirements. Base Wealth Management renders individualized responses to persons in a particular state only after complying with applicable SEC and state regulatory requirements or pursuant to an applicable exemption or exclusion. Registration with the SEC does not imply a certain level of skill or training. Different types of investments involve varying degrees of risk, including the potential loss of principal. Past performance is not indicative of future results, and there can be no assurance that any investment strategy will be successful. There is no guarantee that any portfolio will achieve its investment objectives or outperform any benchmark or index.
Different types of investments involve varying degrees of risk including the potential loss of the entire principal invested. Past performance is no guarantee of future results and there can be no assurance that any specific investment will be profitable. There are also no assurances that any portfolio will match or outperform a particular benchmark or index.
This material is provided for informational and educational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. It does not constitute tax or legal advice. References to market indices are for context only. Consult a qualified financial professional before making any financial decisions.
BASE WEALTH MANAGEMENT does not represent, warranty, or imply that the services or methods of analysis employed by the firm can or will successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines.
BASE WEALTH MANAGEMENT will provide all prospective clients with a copy of our current and prior to commencing an Advisory relationship. Existing clients will receive a copy of these documents on an annual basis. A copy of our current ADV Part 2 Brochure is available at adviserinfo.sec.gov.
The Retirement Reality Check is an educational tool intended to help individuals identify areas that may warrant further planning discussion. It is not a financial plan, investment recommendation, or guarantee of retirement readiness.
Statistics cited on this page are drawn from third-party research and are provided for general educational context only. Individual circumstances will vary. 1,2,5 Employee Benefit Research Institute (EBRI), 2023 Retirement Confidence Survey. ebri.org. 3 Federal Reserve, Report on the Economic Well-Being of U.S. Households (2023). federalreserve.gov. 4 Federal Reserve, Survey of Consumer Finances (2022). 5 Vanguard, How America Saves (2023); National Institute on Retirement Security, Retirement Insecurity 2024.
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