Your portfolio in Feb-26 will be $5.2 million + you have $1.4 million in home equity. Your annual spend is $400k + taxes plus you want two homes @ $7 million. The gap between the two is large enough that imo a financial planner may not be useful yet. At your age, the projected portfolio values will be heavily influenced by the real market returns assumption used by the FP.
Consider working/saving/spending as you are now and re-evaluate in 5 years with the help of a FP. You should have a better idea at that point whether or not you will be a $4 million/yr CFO candidate or you want to scale back to a lower-paying job.
If you leave your current job or the company is acquired, does the DC plan require a full balance payout in the year of separation?
Consider working/saving/spending as you are now and re-evaluate in 5 years with the help of a FP. You should have a better idea at that point whether or not you will be a $4 million/yr CFO candidate or you want to scale back to a lower-paying job.
If you leave your current job or the company is acquired, does the DC plan require a full balance payout in the year of separation?
Statistics: Posted by HomeStretch — Sat Dec 27, 2025 6:51 am — Replies 15 — Views 2893