Jason G Swartley_Financial Advisor

10/28/2026

Four percent of $2.5 million is $100,000 a year. But does that mean you’re ready to retire?
In this Built to Live short, Jason Swartley explains why the 4% rule is a starting point—and why
taxes, healthcare, and the length of your retirement deserve a closer look.
Watch the full episode here: https://youtu.be/JqpBfBsV4iI

For educational purposes only. This content is not individualized financial, tax, or legal advice.
For full disclosures, visit https://www.aeraadvisorywm.com/.

10/28/2026

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:

Learn all about Medicare basics in this informative and insightful article.

10/26/2026

A market downturn can hit differently when you’re withdrawing money in retirement. Selling
investments while prices are down can leave fewer shares available for a recovery.
In this Built to Live short, Jason Swartley explains how a withdrawal reserve can provide
flexibility—and why it still needs a plan for replenishing it.
Watch the full episode here: https://youtu.be/JqpBfBsV4iI

For educational purposes only. This content is not individualized financial, tax, or legal advice.
For full disclosures, visit https://www.aeraadvisorywm.com/.

10/26/2026

A market downturn can hit differently when you’re withdrawing money in retirement. Selling
investments while prices are down can leave fewer shares available for a recovery.
In this Built to Live short, Jason Swartley explains how a withdrawal reserve can provide
flexibility—and why it still needs a plan for replenishing it.
Watch the full episode: “Can You Really Retire on $2.5 Million in 2027?” on Built to Live with
Jason Swartley.

For educational purposes only. This content is not individualized financial, tax, or legal advice.
For full disclosures, visit https://www.aeraadvisorywm.com/.

10/26/2026

Developing a retirement strategy? It's critical to know the differences between investment types.

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

10/24/2026

How much do you know about stocks?

Understanding how a stock works is key to understanding your investments.

10/24/2026

What age is best to start Social Security? 62, 67, or 70?

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Book a call with me here: https://calendly.com/jasonswartley-financ...

10/23/2026

Feel empowered with this step-by-step guide to reviewing your life insurance needs.

Learn how the review process works and how it may help you better understand your Life Insurance.

10/22/2026

Make the most of this season with the right tools to help you optimize your financial strategy. Explore unique opportunities with annuities and see how they can streamline your retirement planning. Reach out for more information and personalized guidance.

10/21/2026

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.