What are the highs and lows of early retirement? We’re exploring whether it’s everything it’s cracked up to be and the steps needed to make it work for you.
Join Dan Reese from Avery Wealth as he delves into the pros and cons of early retirement. They discuss the allure of having more control over your time and the potential pitfalls that can trip you up. From understanding longevity risks to healthcare gaps and tax implications, this episode aims to provide a balanced perspective on retiring ahead of the traditional timeline. Dan also shares real-life client stories, offering insights into the emotional and financial preparations necessary for this life stage.
Dan discusses:
- Longevity Risks in Early Retirement (00:09:57)
- Healthcare Coverage Before Medicare (00:11:47)
- Sequence of Returns Risk (00:13:01)
- Social Security Timing and Benefits (00:14:13)
- Emotional and Purposeful Transition (00:22:06)
Resources:
Connect with Dan Reese CFP®:
Popular Podcasts
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
The Joe Rogan Experience
The official podcast of comedian Joe Rogan.