In this mailbag episode, Eric answers real questions from listeners navigating big life transitions. First up, a soon-to-be retiree wants to take the whole family to Disney World, but how do you plan a big trip like that without derailing your retirement timeline? Eric breaks down how to stress-test your retirement plan for one-time expenses and offers tips for budgeting a major vacation while keeping your future goals intact.
Next, Eric tackles two more questions that hit close to home for many: how to turn a $500,000 nest egg into reliable retirement income, and what to do when you're leaving a job with benefits to go full-time self-employed.
Here’s some of what we discuss in this episode:
🎢 Budgeting for a big Disney trip without derailing retirement
💸 Creating reliable monthly income after retirement
📉 The role of annuities and CDs in income planning
🏥 Navigating health coverage when leaving a job with benefits
💻 Where to explore affordable individual insurance options
Get in touch with the Peterson Financial team: https://petersonfg.com/
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