In this episode: calculating when you retire, tracking expenses, health insurance, the importance of planning, and health spanning.
This week we are rejoined by Teresa as well as Fritz Gilbert of The Retirement Manifesto to walk us through a case study of how to approach retirement while on your FI journey. It’s a common question to ask when you can retire or when you can stop working? Luckily there are plans of action and resources available covered in today's episode that will leave you feeling better prepared to proceed with a plan for retirement, no matter what part of your FI journey you are on. While there are many factors to consider when planning for retirement, such as savings versus spending rate and repositioning your portfolio, all these factors are manageable when you have a good plan in place. Take the time now to feel confident for what life will be like leading up to and after you retire!
The Retirement Manifesto:
Timestamps:
Resources Mentioned In Today’s Episode:
253 | Back to Basics
252 | Life Rebuilt | Julia Harder
251 | Should I Pay off the Mortgage on the Path to FI? | Brad Connects with Martin and Ayesha
250 | Money Lessons From My Grandparents | Anne Zonca
249 | Carol connects with The Retirement Answer Man Roger Whitney
248 | You Are More Than Your Financial Capital | Laura Oldanie
247 | Zach and Marilyn Talk Real Estate Investing | Paula Pant
246 | Overcoming and Battling Financial Abuse | Rachael Partleton
245 | Matt & Megan get International Tax Tips | Dave McKeegan
244 | Mentorz : A Second Generation FI Success Story | Ava and Don Wettrick
243 | Corinne and Jillian Johnsrud | Households of FI
242 | The Financial Gym | Shannon McLay
241 | Troy & Lindsay Calculate Their FI Number with Brad | Households of FI
240 | The Budgetnista
239 | The Gatekeepers are Gone
238 | Half Price College with the Millionaire Educator
237 | Build Your Talent Stack
236 | The Intersection of Fitness and Financial Independence
235 | How I Built a 7-Figure Online Course | Jacques Hopkins
234 | What's in Your Index?
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