Retirement's Big Shift: How the Rules Change After $1 Million

What if everything you've learned about money completely changes once you cross the $1 million mark? Many people think a healthy 7-figure nest egg means the hardest part is done, but ironically, that's when the biggest financial challenges start. Today, Nick Maggiulli returns to share his latest retirement research, which inspired his new book, "The Wealth Ladder." In this conversation, we explore: ▸ Why retirement savers with $1-10 million often feel "stuck" ▸ The surprising reason wealthy retirees are more likely to LOSE wealth than those with less money ▸ Why your investment portfolio becomes more important than your income at this stage ▸ The academic research showing good health is worth $400,000 per year If you're nearing retirement (or already there), you'll learn why crossing the million-dollar mark isn't the finish line—it's when the game changes entirely. *** SCHEDULE A COMPLIMENTARY DISCOVERY CALL: Looking to hire a retirement and tax planning expert? We help 100+ families across the country navigate retirement, optimize investments, and reduce taxes. 🗓️ Schedule a Complimentary Discovery Meeting to Learn More . *** EPISODE RESOURCES: → Grab the Episode Show Notes → Join the Stay Wealthy Retirement Newsletter → Get Your FREE Retirement & Tax Analysis!