$3M vs $2M in Retirement: Here’s What Changes

$3M vs $2M in Retirement: Here’s What Changes

August 29, 2026 · 13 min

About this episode

The episode discusses the financial implications of working an additional five years before retirement, using a case study of a couple with $2 million saved.

Free retirement training for people within 10 years of retirement and $1M+ saved. Watch “The Sequoia System Training” here: https://learn.rootfinancial.com/6b74ff ======================= Andrew and Ellen are 62, sitting on 2 million dollars, and ready to walk away from work today. Then we ran one more scenario, and it changed the entire conversation. It's not really about how much you have. It's about what five more years of work actually buys you, and the number surprised even them. This ...

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