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Create Your Custom Early Retirement Strategy HereFREE eBook: Navigating Health Insurance Before 65Get Started with Move Health Are you dreaming of clocking out of the workforce for good and diving hea…

Create Your Custom E…

Create Your Custom Early Retirement Strategy HereFREE eBook: Navigating Health Insurance Before 65Get Started with Move Health Are you dreaming of clocking out of the workforce for good and diving headfirst into the joys of early Retirement? Halt that swan dive for just a moment to consider a crucial piece: health insurance. I'm here, with the esteemed Medicare insurance specialist Lyndia, to unveil the roadmap to securing your health coverage before you blow out the candles on your 65th birthday cake. In our chat, we dissect the nuances of COBRA, retiree plans, the Affordable Care Act ma…

Create Your Custom Early Retirement Strategy HereEmbark on an emotional ride with us as we unfold the often-unspoken truths of Retirement, guided by candid confessions from those who've crossed t…

Create Your Custom E…

Create Your Custom Early Retirement Strategy HereEmbark on an emotional ride with us as we unfold the often-unspoken truths of Retirement, guided by candid confessions from those who've crossed the finish line. They share their journeys with a raw honesty that's as refreshing as it is rare. Learn why a fulfilling life might mean more than clocking extra hours for a promotion, and how meaningful connections can outweigh a bulging bank balance. It's a deep dive into the waters of work-life balance and personal happiness, where we explore the delicate interplay between financial se…

Create Your Custom Early Retirement Strategy HereEscape the relentless grind and discover the keys to a fulfilling early Retirement with our latest episode. We're peeling back the curtain on the …

Create Your Custom E…

Create Your Custom Early Retirement Strategy HereEscape the relentless grind and discover the keys to a fulfilling early Retirement with our latest episode. We're peeling back the curtain on the common blunders that can derail your golden years, and providing savvy tips for a life rich with passion projects and strategic financial moves. Whether you're knee-deep in garden soil or knee-high in your latest adventure, this conversation is your roadmap to navigating the less-trodden paths of post-work bliss, ensuring that boredom is just a word in the dictionary and your nest egg remains…

Create Your Custom Early Retirement Strategy HereEver wondered why Roth conversions might just be the financial cauliflower you didn't know you needed? We're peeling back the layers of this …

Create Your Custom E…

Create Your Custom Early Retirement Strategy HereEver wondered why Roth conversions might just be the financial cauliflower you didn't know you needed? We're peeling back the layers of this tax planning strategy to show you how it could supercharge your Retirement savings or possibly trip you up if it's not the right fit. Today, we're walking you through the pros and cons, armed with real-life examples like the time I advised a client to steer clear of conversions due to their health and Retirement horizon. Think of it as a tailored suit – Roth conversions need to be cust…

Create Your Custom Early Retirement Strategy HereEver wondered why some folks can retire comfortably at 53, while others work well into their golden years? The answer isn't as simple as how much …

Create Your Custom E…

Create Your Custom Early Retirement Strategy HereEver wondered why some folks can retire comfortably at 53, while others work well into their golden years? The answer isn't as simple as how much money you've saved up—it's rooted in your monthly expenses and lifestyle choices. Today's episode peels back the layers on Retirement planning, debunking the myth of a magic Retirement number and introducing you to the concept of Financial Independence, Recreational Employment. We're discussing how it's not about quitting work entirely, but about having the freedom to ch…