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 — designed to hold up through market changes and real-life transitions.

The numbers in the sample are hypothetical, 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 Snapshot

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View Sample Retirement Spending Snapshot (PDF)

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Want to See Your Own Numbers?

Your personal Retirement Spending Snapshot uses the same framework you just reviewed—built around your income, savings, and priorities, not assumptions or averages.

Request My Personalized Spending Snapshot

Prepared personally using your income, savings, and goals.

Best suited for people actively planning or already living in retirement.

A Final Note

You don’t need to make any decisions today.

You just need clarity around retirement spending.

Start there.