Think you need millions of dollars to retire comfortably? Think again.

Most people believe they're "behind" on retirement savings because they're measuring against arbitrary benchmarks that don't reflect their unique situation.

But what if retiring at 62 is actually more achievable than you've been led to believe?

In this episode, I'm sharing:

► Why you should ignore popular savings benchmarks

► Why delaying Social Security isn't always the right move (and how taking it early might preserve MORE wealth)

► A simple 4-step process to build your personalized early retirement plan

If you're tired of feeling behind and want to discover how early retirement might be within reach right now, this episode is for you.

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"I planned for 30 years of expenses—but zero years of purpose."

This was a recent client's confession, and she's not alone.

In fact, nearly 40% of retirees say they wish they had waited longer to retire (and it's not about money).

In this episode, I'm revealing why even the most financially prepared retirees fall into identity crises and regret.

I'm also sharing my 5-step "Bridge Strategy" to help you retire with clarity and purpose, not just a seven-figure portfolio.

If you're planning FOR retirement but haven't considered what you're retiring TO, this episode is for you.

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SCHEDULE A COMPLIMENTARY DISCOVERY CALL:

Need professional retirement & tax planning help?

We help 100+ families across the country navigate retirement, optimize investments, and reduce taxes.

🗓️ Learn more and schedule a Discovery Meeting with us.

***

EPISODE RESOURCES:

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"Cash is king" has guided investors since the 1987 market crash.

But what if this so-called "king" is actually putting your retirement plan at risk?

Millions of retirees are lured by today's enticing cash yields, confusing safety nets for sound investment strategies.

In this episode, I'm revealing why cash (even at 4-5%) is a deceptive long-term investment.

I'm also sharing details about a critical investment performance metric to help you make more informed portfolio decisions.

If you're wondering how to balance safety and growth in today's uncertain market, this episode is for you.

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2025 TAX CHEATSHEET

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As a thank you, you'll receive my recently updated 2025 Tax Cheatsheet (PDF).

You'll also receive weekly retirement and investing tips from yours truly.

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EPISODE RESOURCES:

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✏️ Grab the Episode Show Notes