Early Retirement: Dream Come True or Financial Trap?

Equipping Points:

Ever fantasize about leaving your 9-to-5 before traditional retirement age? You’re not alone, but is early retirement even possible? In today’s episode, Eric explores what it really takes to retire early including how to tackle healthcare costs, how to make money last longer and the importance of shifting your mindset from spender to saver.

As workers experience career burnout, dissatisfaction with work, or health issues, it’s no surprise that early retirement is becoming a more serious consideration. Whether you’re dreaming of an early exit or just curious about your options, this episode will help you ask better questions and decide if early retirement is truly within your reach.

Here’s some of what we discuss:

💼 Why many retirees return to part-time work (and love it!)

🏦 Retirement account rules—what you can access at age 55

💡 How to know if early retirement is truly realistic for you

📊 Why running the numbers is the first step to freedom

If you have any questions about what we discussed on the show or want to follow up with any financial planning questions of your own, get in touch with us and schedule a visit here. 

 

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The host: Eric Peterson - Contact - Call: (515) 226-1500

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