Is $2.5 million enough to retire at 60? It sounds like a dream milestone—but how do you know if your savings will actually support the retirement you envision?
In this debut episode of More Than Money, SD Capital founder Brent Shimman and co-host Jaiden Karrick explore one of the biggest financial questions people face: Are you truly ready to retire? Having a substantial nest egg is a great start, but retirement readiness involves much more than a single account balance.
Brent and Jaiden discuss the bigger picture behind retirement planning, including how your lifestyle, spending needs, income sources, and long-term goals factor into the decision. Because the goal isn't simply to retire with a certain number—it's to feel confident that your money can support the life you want to live.
In this episode, you'll learn:
- Why your retirement number doesn't tell the whole story
- What to consider when evaluating retirement readiness
- How your lifestyle and spending goals influence your plan
- Why retirement income matters as much as your savings
- How thoughtful planning can help you approach retirement with greater confidence
About More Than Money
More Than Money is a financial podcast from SD Capital, hosted by Jaiden Karrick and Brent Shimman. Each episode explores the financial decisions shaping your life and the life those decisions support—from retirement and tax planning to investments, income strategies, and estate planning.
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Enjoyed this episode of More Than Money? Follow along for more conversations about financial planning, retirement, investing, and the decisions that shape your life.
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About SD Capital
At SD Capital, we believe financial planning is about more than money. It’s about helping you make informed decisions, prepare for what’s ahead, and build a financial future aligned with what matters most to you.
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