• 75. Navigating early retirement options and "bridge years"

  • 2024/06/25
  • 再生時間: 40 分
  • ポッドキャスト

75. Navigating early retirement options and "bridge years"

  • サマリー

  • LEAVE A REVIEW! If you enjoyed this episode, do us a favor and leave a rating and review right here on your podcasting app. It helps others find the show.

    ****

    In this episode of the 'Coaches, Consultants, and Money' podcast, hosts Erica and Ben Goode delve into key personal financial decisions surrounding early retirement.

    They cover the practicalities of planning for early retirement, including tax-efficient savings strategies, the implications of withdrawing from retirement accounts at different ages, and utilizing credit card points creatively for financial benefit. The episode concludes with tips for financial planning, including consulting with financial advisors, and encouragement for listeners to consider their unique financial situations and goals.

    04:22 Exploring the Concept of Early Retirement

    07:08 The Realities and Strategies of Planning for Retirement

    12:35 Understanding Social Security and Retirement Savings

    17:34 Navigating Early Withdrawals and the Rule of 55

    19:38 Navigating the Rule of 55 with a Solo 401k Plan

    24:10 The Concept of Bridge Years in Retirement Planning

    28:18 Understanding Expenses and Savings for Early Retirement

    37:54 Seeking Professional Financial Advice

    Connect with Erica | LinkedIn | Website | Newsletter

    Connect with Ben | LinkedIn

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あらすじ・解説

LEAVE A REVIEW! If you enjoyed this episode, do us a favor and leave a rating and review right here on your podcasting app. It helps others find the show.

****

In this episode of the 'Coaches, Consultants, and Money' podcast, hosts Erica and Ben Goode delve into key personal financial decisions surrounding early retirement.

They cover the practicalities of planning for early retirement, including tax-efficient savings strategies, the implications of withdrawing from retirement accounts at different ages, and utilizing credit card points creatively for financial benefit. The episode concludes with tips for financial planning, including consulting with financial advisors, and encouragement for listeners to consider their unique financial situations and goals.

04:22 Exploring the Concept of Early Retirement

07:08 The Realities and Strategies of Planning for Retirement

12:35 Understanding Social Security and Retirement Savings

17:34 Navigating Early Withdrawals and the Rule of 55

19:38 Navigating the Rule of 55 with a Solo 401k Plan

24:10 The Concept of Bridge Years in Retirement Planning

28:18 Understanding Expenses and Savings for Early Retirement

37:54 Seeking Professional Financial Advice

Connect with Erica | LinkedIn | Website | Newsletter

Connect with Ben | LinkedIn

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