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Case Study 1: Retiring Early to Travel
Manage episode 490804647 series 3410802
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In this fictional case study, we walk you through a financial plan for two executives retiring in five years. They wonder how they will retire early without dealing with large withdrawal penalties or taxes on short term gains. And while they feel good about how much they saved, they still worry that they won't have enough after they start traveling in their retirement years.
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Chapters
1. Case Study 1: Retiring Early to Travel (00:00:00)
2. Meet Nick and Noelle (00:03:31)
3. Gathering data and organize their plan (00:05:50)
4. Building strategies to optimize their plan (00:20:06)
5. How can Nick and Noelle reach their goals? (00:30:33)
6. What recommendations do we have for Nick and Noelle? (00:47:53)
7. How do we implement strategies year round? (01:01:49)
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