Are you a late-career professional in Oregon wondering, “How much money do I actually need to retire?” In this first video supplementing our popular retirement planning podcast, we dive deep into the Rule of 25—a simple yet powerful way to determine your ideal retirement savings. By multiplying your projected annual income needs by 25, you can estimate how large your nest egg should be when you transition out of the workforce. Additionally, we’ll show you how dividing your current savings by 25 can reveal the sustainable income that fund could generate each year. We then connect these concepts to the well-known 4% rule, explaining why it’s a helpful but imperfect strategy for determining how much money is needed for retirement. Whether you’re a pre-retiree seeking actionable financial guidance or hoping to connect with a professional who understands the unique needs of late-career individuals, this video provides useful insights to help you shape your retirement plan. We touch on inflation concerns, healthcare expenses, and lifestyle factors to give you a well-rounded perspective on saving for life after work. If you’re based in the United States and want to ensure your retirement goals are on track, watch now to gain the clarity you need for a confident financial future.

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