I Retired at 55: 10 Things You Need to Know
Early retirement, retirement planning, retired at 55, and what to know before retirement—here are 10 lessons I’ve learned after 17 months of early retirement that could help you plan smarter. When I r...
27 Apr 25min
The Hidden Social Security Math That Changes Early Retirement
Social Security is a much bigger part of early retirement planning than most people realize. In this episode, I share early retirement planning tips on claiming age, portfolio pressure, and how Social...
20 Apr 18min
Your Roth Conversion Window Closes Faster Than You Think
Early retirement planning tips matter a lot when it comes to Roth conversions. In this episode, I explain why your Roth conversion window can close faster than you think — and how ACA subsidies, Socia...
13 Apr 19min
Retiring Soon? Don’t Make this Mistake
Retiring soon? In this episode, I cover the biggest retirement planning mistake people make before retirement and the 7 things to figure out now, including spending, taxes, health insurance before Med...
6 Apr 12min
Your Net Worth is the Wrong Number
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 Mars 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 Mars 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 Mars 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 Mars 18min
