DR. JOE M. CASE STUDY

How FinCast facilitated a No-Run out (of money) solution for Dr. Joe M.
Dr. Joe M, an MD, is considering an early retirement at age 62. Below is how we helped Dr. Joe to look at financial options. The first chart shows a Run-Out (of Money) in year 16. Second chart with a 15% spending reduction extends the Run-Out to 20 years. The third chart considers Dr. Joe working till age 65 resulting in NO Run-Out in sight.