Why Net Worth Won’t Tell You If You Can Retire
Early retirement planning is not just about net worth. In this episode, I break down the retirement number that matters more, plus ACA health insurance, taxes, spending, and sequence risk. Most people...
30 Maalis 15min
I Retired at 55: 7 Early Retirement Mistakes I Missed
Early retirement planning tips from someone who actually did it: I retired at 55, and in this episode, I share 7 early retirement mistakes I missed so you can retire early with fewer surprises and avo...
23 Maalis 17min
How Much Do I Need to Retire Early? 5 Numbers That Tell You
How much do I need to retire early? In this episode, I walk through the five numbers that really determine whether early retirement works — including spending, healthcare costs, taxes, your retirement...
16 Maalis 19min
Retire Now If You Can Answer Yes to These 6 Questions
Early retirement + retirement planning made simple: Can you retire now? In this episode, I share 6 questions to test your financial independence and retirement readiness—before you make the leap. If y...
11 Maalis 18min
Your First 5 Years of Retirement Decide Everything
Your first 5 retirement years decide everything—retirement planning, withdrawal strategy, taxes, health insurance, spending, purpose, relationships, and the mistakes that derail early retirees. Here a...
2 Maalis 19min
The Cash Runway Plan: Build It, Store It, Refill It
Build a cash runway for retirement so you’re not forced to sell stocks in a down market. Learn how many years you need, how to build it, where to hold it (HYSA, CDs, T-bills), and simple refill rules....
9 Helmi 22min
ACA Subsidy Payback: The Tax-Time Trap
ACA subsidy payback at tax time? Form 8962 + 1095-A reconciliation can trigger a surprise bill when your MAGI ends up higher than expected. In this episode, I’ll you'll learn why it happens, how to fi...
2 Helmi 12min
Choppy Markets? Use This Retirement Defense Plan
Market volatility and choppy markets can wreck retirement plans—if you react the wrong way. In this episode, I share a simple framework to stay calm, avoid panic selling, and protect your long-term in...
26 Tammi 10min
