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5 Key Things to Address if Retiring in Your 50’s, Episode #42
Manage episode 321459865 series 2773629
Το περιεχόμενο παρέχεται από το Trent DeBruin and Andrew Musbach. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Trent DeBruin and Andrew Musbach ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
Retiring earlier than the “traditional” retirement age brings with it a number of unique factors and considerations. In this episode, we dive into five of the most important areas to address if you’re planning to retire early, and what’s unique about these compared to someone who’s retiring a decade or more later. Specifically, we cover health insurance (including the important period between retirement and Medicare at age 65), cash flow considerations and the rules for withdrawing from various investment accounts (including which ones have more or less flexibility), safe withdrawal rates, and strategy from withdrawing from your accounts (while also balancing tax and other considerations), how to view your investment allocation and the difference between retirement and financial independence and making sure you know exactly what you’re retiring “to” before making the transition.
Resources & People Mentioned- Podcast Episode #15: How to Minimize Your Tax Bill in Retirement
- Podcast Episode #35: Explaining Social Security and How to Maximize Your Benefit
- Download our guide: The Financial Checkup
- https://mdwmllc.com
- Follow on LinkedIn
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Subscribe to The Physician’s Guide To Financial Wellness on Apple Podcast, Spotify, and Google Podcast
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