Sample Retirement Spending Snapshot

What This Sample Shows

This is a sample Retirement Spending Snapshot — the same one-page analysis I prepare for clients who want clarity around a simple but important question:

How much can I safely spend each month in retirement?

The Snapshot pulls together income sources, savings, and goals to estimate a sustainable monthly spending range — one designed to hold up through market changes and real-life transitions.

The sample below uses hypothetical data, but the structure, format, and insights are exactly what you would receive in your own Snapshot.

What You’ll See in the Snapshot

Inside the Snapshot, you’ll see:

• A clear monthly spending range
• How different income sources work together
• The role taxes play in retirement cash flow
• Where flexibility exists — and where it doesn’t

This isn’t a forecast or a generic rule of thumb. 

It’s a practical starting point for making real retirement decisions.

View the Sample

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Open Sample Retirement Spending Snapshot (PDF)

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Want to See Your Own Numbers?

Your personal Retirement Spending Snapshot is built around:

• Your income sources (Social Security, pensions, portfolio withdrawals)
• Your savings and account types
• Your goals and priorities for retirement

Once submitted, I prepare your Snapshot and deliver it within one business day.

There’s no obligation and no pressure — just clarity around what your retirement income can realistically support.

Get My Free Retirement Spending Snapshot

A Final Note

You don’t need to make any decisions today.

You just need clarity around retirement spending.

Start there.