Future-Proof Your Lazy Retirement: My 9 Habits of Thriving Retirees
Future-proof your retirement with habits of thriving retirees, early retirement planning tips, and simple retirement investing strategies to help you feel confident about the decades ahead. In this ep...
1 Dec 202514min
My Lazy Retirement Investing Plan
Lazy retirement investing made simple: early retirement, index funds (VTI, VOO, VUG, VIG, VYM), withdrawal rate guardrails, 2–4 year cash liquidity runway, Roth conversions, MAGI/ACA & IRMAA tax strat...
10 Nov 202512min
Does Retiring Early Reduce Social Security? The Truth.
Does retiring early reduce Social Security? The truth—how benefits are really calculated: the 35-year rule, Average Indexed Monthly Earnings (AIME), bend points, indexing only through age 59, and why ...
3 Nov 20259min
7 Signs You Should Retire Earlier Than You Think
Retirement planning, early retirement, 7 signs you’re ready to retire, retire earlier than you think, retire in your 50s, how to retire early—here’s how to know if the numbers and lifestyle say YES. I...
27 Okt 202510min
🚨No Subsidies in 2026? Plan A vs Plan B (DO THIS)
2026 health insurance: If Affordable Care Act (ACA) subsidies end, Plan A vs Plan B. Open Enrollment Nov 1; enroll by Dec 15 for Jan 1. MAGI targets, 400% FPL, on-exchange vs off-exchange. In this vid...
27 Okt 20259min
5 Things to Sell BEFORE You Retire
Retirement planning: 5 things to sell before you retire—downsize the house, cut support for adult children, ditch RV/boat “toys,” drop the second car, and release your work identity with my Keep-Sell-...
20 Okt 20259min
7 “Assets” Rich Retirees Avoid
Retirement planning, early retirement, money traps: timeshares, vacation homes, high-fee annuities, whole life insurance, long-term care insurance, high-yield bonds, high-fee active funds, cash flow, ...
13 Okt 20258min
How I Retired at 55: Do These 5 Things
I retired early at 55. In this episode I show exactly how to retire early with 5 proven keys to early retirement: the mindset that powers compounding, how to raise your savings rate, the income multip...
29 Sep 202521min
