• Accessible Finance Episode 54: Ron & Hermione, 58 & 56, Pre-Retirees Planning For Early Retirement

  • 2024/09/30
  • 再生時間： 26 分
  • ポッドキャスト

Accessible Finance Episode 54: Ron & Hermione, 58 & 56, Pre-Retirees Planning For Early Retirement

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  • サマリー

  • How should we adjust our investment portfolio as we approach early retirement? What strategies can help us pay off credit card debt before retirement? How can we ensure our savings and investments will support a comfortable retirement lifestyle? We begin by addressing the credit card debt, have a candid conversation about early retirement, and continue to elaborate on globally diversified investments based upon possible risk profiles If you would like us to discuss your specific scenario without providing financial advice, have seen any article or advice you'd like some feedback on, or have any general questions, feel free to write to us at podcast@equilibriumfp.com. We will anonymize your personal information. Thanks!

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あらすじ・解説

How should we adjust our investment portfolio as we approach early retirement? What strategies can help us pay off credit card debt before retirement? How can we ensure our savings and investments will support a comfortable retirement lifestyle? We begin by addressing the credit card debt, have a candid conversation about early retirement, and continue to elaborate on globally diversified investments based upon possible risk profiles If you would like us to discuss your specific scenario without providing financial advice, have seen any article or advice you'd like some feedback on, or have any general questions, feel free to write to us at podcast@equilibriumfp.com. We will anonymize your personal information. Thanks!

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