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Home > Allworth Financial‘s Money Matters > Can I Retire With $5 Million? Planning the Next Chapter
Podcast: Allworth Financial‘s Money Matters
Episode:

Can I Retire With $5 Million? Planning the Next Chapter

Category: Business
Duration: 00:47:37
Publish Date: 2026-04-11 13:00:00
Description:

For many investors, the big question is whether $5 million is enough to retire—and this real-life case study shows how to answer it. With Pat out this week, Scott is joined by Allworth advisor Mark Shone to walk through a $5–6 million household navigating retirement while raising kids, funding college, and managing a second marriage. Scott and Mark break down what really matters when asking if you can retire with $5 million—and how to make that decision with confidence.

Plus, a physician with $6M+ asks if being all-in on the S&P 500 is a mistake—and what to do instead.

What You’ll Learn:

  • How to evaluate if you can retire with $5M
  • How to fund college without derailing retirement
  • When sequence of returns risk actually matters
  • Smart withdrawal strategies for complex situations
  • Why diversification goes beyond the S&P 500

Join Money Matters:  Get your most pressing financial questions answered by Allworth's co-founders Scott Hanson and Pat McClain. Call 833-99-WORTH. Or ask a question by clicking here.  You can also be on the air by emailing Scott and Pat at questions@moneymatters.com.

Download and rate our podcast here.

 

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