Download The Game of the Decade eBook
More and more Americans are asking a game-changing question: What if I don’t want to wait until 65 to retire? In today`s episode of Make It Personal, we tackle the bold and often misunderstood concept of early retirement, not as an escape, but as a purposeful pivot toward “time freedom.”
What happens when retirement comes earlier than expected, whether by choice or circumstance? Mark Zagurski dives into Play #5 from The Game of the Decade e-book. You’ll learn how to rethink your retirement timeline, explore strategies for tapping into retirement funds early without penalties, and discover how part-time work could be the secret weapon to living the retirement life you truly want.
Whether you're exploring FIRE (Financial Independence, Retire Early), intrigued by flexible withdrawal strategies like the Rule of 55 or IRS Section 72(t), or simply wondering how you’ll fill your time post-career, this episode delivers clear insights and practical tools to build a retirement plan that’s actually yours.
In this episode, you’ll learn:
Why 6 in 10 people retire earlier than expected, and how to plan for it
How to use the Rule of 55 and Section 72(t) for early, penalty-free withdrawals
The surprising math behind part-time income and retirement savings
What “Barista FIRE” really means, and why it’s more achievable than you think
Why personal finance strategies like permanent life insurance can fuel your pivot to freedom
“Early retirement isn’t just for the lucky or the ultra-wealthy, it’s possible with the right plan.”
Download our free eBook The Game of the Decade at www.makeitpersonalpodcast.com and schedule your free consultation. Like, subscribe, and share this episode with someone who’s dreaming of more freedom, sooner.
Connect with Mutual of Omaha Advisors through the following links:
Download The Game of the Decade eBook
Download the Seven Principles eBook
Facebook - Mutual of Omaha Advisors
Sign Up For a Free Financial Strategy Meeting
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Investing involves risk, including loss of principal.
This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services, Inc. does not provide tax or legal advice. Please consult with the appropriate professional regarding your personal situation prior to making any financial decisions. Strategies discussed may not be suitable for everyone. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.
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