Why Only 3% of US Retirees Have Over $1M
Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
Ari Taublieb, CFP®, MBA
4.7 • 583 Ratings
🗓️ 3 November 2025
⏱️ 11 minutes
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Summary
Transcript
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| 0:00.0 | Only 3% of retirees over age 60 have a million dollars. That blew my mind. Now, many of you |
| 0:06.6 | listening to this podcast watching on YouTube, you're like, well, I'm going to have that, or I already |
| 0:11.9 | have that or well in excess of that. Does this apply to me? This might not be the episode for you. |
| 0:16.8 | If you want to just get a case study of someone like you, I have case studies going over |
| 0:21.1 | examples of people who have 500,000 and retired, a million, 10 million, 20 million, and my job |
| 0:26.9 | is to make it so that you can come to the channel or to the podcast, find what resonates, |
| 0:31.8 | get the information you need, and feel confident about your retirement. Today's episode might |
| 0:36.5 | just be more entertaining. |
| 0:40.3 | So if you resonate with my style, hopefully you do. |
| 0:42.2 | I encourage you to subscribe. |
| 0:48.4 | If you're listening to the podcast app, well, there's no subscribe button, but you can just listen or send me an email and say you appreciate the work. |
| 0:50.9 | So appreciate all of you who do tune in. |
| 0:51.9 | My name is Ari. |
| 0:54.9 | I'm a certified financial planner, host of the early retirement podcast and chief growth officer at root. This study blew my mind, guys. Okay, I looked it up because |
| 1:02.2 | someone commented on a recent YouTube video of mine and said, hey, very nice of you to make |
| 1:07.9 | videos for people who have $20 million. I have $2 million. And did you even know |
| 1:11.9 | only 3% of people over age 60 have a million dollars? And I thought, there's no way. Three percent. |
| 1:18.3 | That's insane. I mean, clearly I'm just in a bubble and I'm talking to such a small part of the |
| 1:23.4 | population. Now, I will say a lot of my content is directed towards those that have |
| 1:28.8 | one, two, five, ten million dollars, not because I'm trying to be mean or exclude others. |
| 1:33.6 | That's where I can help. I don't want to make videos on best new credit cards and how to get |
| 1:38.4 | out of debt. That's not my specialty. I do tax planning. I do estate planning. I do withdrawal |
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