28 Min.
175. 8 Reasons to Retire Early Retiring Today
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- Geldanlage
Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/3wmPOLl
Register for our next Journey to Retirement Online Workshop to learn more about building a comprehensive retirement plan. - https://bit.ly/4aeNR1B
Retire early! Does it feel like a pipe dream? Maybe you just need a reason! We discuss 8 Reasons to Retire Early and the strategies that could get you there, including how to figure out if you can afford it, how to pay for health care, and the weigh both the pros and cons of an early retirement!
Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®
https://merkleretirementplanning.com/staff-members/loren-merkle/
Clint Huntrods, PhD, Retirement Planner
https://merkleretirementplanning.com/staff-members/clint-huntrods/
Molly Nelson, Host of Retiring Today
https://merkleretirementplanning.com/staff-members/molly-nelson/
Chapter
00:00 Exciting go-go phase, slow-go, and no-go.
05:10 Retiring at 62 with $7,000/month requires $1.5M.
07:36 Customized retirement roadmap answering financial security question.
12:55 Maximize contributions to Roth buckets if you qualify.
15:39 Roth may not be right for everyone.
20:02 Some companies offer healthcare coverage until 65.
21:58 Retirement savings handling and penalties explained briefly.
25:40 Retirement planning made easy with journey workshop.
27:35 Get retirement questions answered with a call.
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This video does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service by Merkle Retirement Planning LLC, Elite Retirement Planning LLC, MRP Insurance LLC, or any other third party regardless of whether such security, product or service is referenced in this episode. Furthermore, nothing in this episode is intended to provide tax, legal, or investment advice and nothing in this episode should be construed as a recommendation to buy, sell, or hold any investment or security or to engage in any investment strategy or transaction. Merkle Retirement Planning, LLC does not represent that the securities, products, or services discussed in this episode are suitable for any particular investor. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation.
Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/3wmPOLl
Register for our next Journey to Retirement Online Workshop to learn more about building a comprehensive retirement plan. - https://bit.ly/4aeNR1B
Retire early! Does it feel like a pipe dream? Maybe you just need a reason! We discuss 8 Reasons to Retire Early and the strategies that could get you there, including how to figure out if you can afford it, how to pay for health care, and the weigh both the pros and cons of an early retirement!
Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®
https://merkleretirementplanning.com/staff-members/loren-merkle/
Clint Huntrods, PhD, Retirement Planner
https://merkleretirementplanning.com/staff-members/clint-huntrods/
Molly Nelson, Host of Retiring Today
https://merkleretirementplanning.com/staff-members/molly-nelson/
Chapter
00:00 Exciting go-go phase, slow-go, and no-go.
05:10 Retiring at 62 with $7,000/month requires $1.5M.
07:36 Customized retirement roadmap answering financial security question.
12:55 Maximize contributions to Roth buckets if you qualify.
15:39 Roth may not be right for everyone.
20:02 Some companies offer healthcare coverage until 65.
21:58 Retirement savings handling and penalties explained briefly.
25:40 Retirement planning made easy with journey workshop.
27:35 Get retirement questions answered with a call.
--
This video does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service by Merkle Retirement Planning LLC, Elite Retirement Planning LLC, MRP Insurance LLC, or any other third party regardless of whether such security, product or service is referenced in this episode. Furthermore, nothing in this episode is intended to provide tax, legal, or investment advice and nothing in this episode should be construed as a recommendation to buy, sell, or hold any investment or security or to engage in any investment strategy or transaction. Merkle Retirement Planning, LLC does not represent that the securities, products, or services discussed in this episode are suitable for any particular investor. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation.
28 Min.