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Inhoud geleverd door Melissa Joy, CFP® and Melissa Joy. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Melissa Joy, CFP® and Melissa Joy of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
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Episode 218: Preparing for an Early Retirement

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Manage episode 416975580 series 3390556
Inhoud geleverd door Melissa Joy, CFP® and Melissa Joy. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Melissa Joy, CFP® and Melissa Joy of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

Do you dream of retiring early? Planning carefully is an important part of ending full-time work ahead of schedule. The path to early retirement is different for everyone - you have to look at your unique situation and decide your own goals. Alternatively, some people need to retire earlier than they intended to, so it's smart to have a strong retirement plan in place in case something unexpected happens.

Melissa Joy discusses ways to access your retirement savings without penalties if you retire before the traditional retirement age and different options to consider for an early retirement strategy.

With proactive planning and a good mindset, early retirement may be a possibility for you regardless of what inspires you to stop working.

Listen and Learn:

  • Why it's important to plan ahead for early retirement
  • Strategies for accessing retirement funds early
  • Ways to grow your savings and income for an early exit
  • How to prepare for a fulfilling life without work

Resources:

Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax p

The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https://stephenPearl Planning.com/

  continue reading

Hoofdstukken

1. Episode 218: Preparing for an Early Retirement (00:00:00)

2. Planning for Early Retirement (00:00:01)

3. Retirement Planning and Life Transitions (00:12:57)

4. Women's Money Wisdom Podcast Support (00:23:23)

240 afleveringen

Artwork
iconDelen
 
Manage episode 416975580 series 3390556
Inhoud geleverd door Melissa Joy, CFP® and Melissa Joy. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Melissa Joy, CFP® and Melissa Joy of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

Do you dream of retiring early? Planning carefully is an important part of ending full-time work ahead of schedule. The path to early retirement is different for everyone - you have to look at your unique situation and decide your own goals. Alternatively, some people need to retire earlier than they intended to, so it's smart to have a strong retirement plan in place in case something unexpected happens.

Melissa Joy discusses ways to access your retirement savings without penalties if you retire before the traditional retirement age and different options to consider for an early retirement strategy.

With proactive planning and a good mindset, early retirement may be a possibility for you regardless of what inspires you to stop working.

Listen and Learn:

  • Why it's important to plan ahead for early retirement
  • Strategies for accessing retirement funds early
  • Ways to grow your savings and income for an early exit
  • How to prepare for a fulfilling life without work

Resources:

Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax p

The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https://stephenPearl Planning.com/

  continue reading

Hoofdstukken

1. Episode 218: Preparing for an Early Retirement (00:00:00)

2. Planning for Early Retirement (00:00:01)

3. Retirement Planning and Life Transitions (00:12:57)

4. Women's Money Wisdom Podcast Support (00:23:23)

240 afleveringen

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