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Retiring at 59.5 Could Be The BEST Thing For You... [Joe Knows Retirement, Episode 58]

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Автор: Joe F. Schmitz Jr. CFP® CKA®

Загружено: 4 июн. 2024 г.

Просмотров: 109 562 просмотра

Описание:

If you're near retirement, you might imagine retiring as early as you can at 59.5. In this episode of Joe Knows Retirement, Joe explains how this could be a possibility for you and shares reasons why it might be a good idea. He also shares other aspects to be aware of when retiring early, including potential costs and potential changes to the financial legacy you leave behind.

Are you interested in applying to receive expert help in planning for your financial future?
If so, you can apply at https://peakretirementplanning.com/sc...

🎥 Subscribe to our channel:
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📚Get a FREE copy of Joe’s book “I Hate Taxes”:
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🟥 Read our latest article featured in Kiplinger:
https://www.kiplinger.com/retirement/...

📞 Apply to talk with us:
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#retirement #retirementplanning #taxplanning

Timestamps:
00:00 Should you retire at 59.5?
01:04 BEFORE you retire at 59.5
02:00 Why you should consider retiring at 59.5
09:36 Things to consider if you retire at 59.5

Disclaimer: Since we do not know your specific situation, none of this information can serve as tax, legal, insurance, or financial advice, and may be outdated or inaccurate. The information comes from sources believed to be reliable but cannot be guaranteed. This content is prepared for educational purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Peak Retirement Planning, Inc. is a Securities and Exchange Commission registered investment adviser and able to offer advisory services in Ohio and in other states where registered or exempt from registration.

Retiring at 59.5 Could Be The BEST Thing For You... [Joe Knows Retirement, Episode 58]

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