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
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 Mars 19min
