Can You Retire at 55 With a $2 Million Portfolio?

Podcast: Money Matters by Allworth Financial · Allworth Financial

Opublikowano: 2026-10-17

Is retiring at 55 with a $2M nest egg realistic? On this episode of Money Matters, Scott and Pat break down the numbers with a caller aiming for an early exit from the corporate grind. They discuss how to balance pre-tax 401(k)s, Roths, RSUs, and taxable brokerage accounts—plus how to front-load 529 plans without triggering unnecessary taxes. Scott and Pat also dive into: The Rise of Private Equity: What proposed SEC changes mean for everyday investors, and the hidden risks, lack of liquidity, and valuation pitfalls of alternative investments in 401(k) plans. Bu...