You Have Enough to Retire Before 60. Why Are You Still Working? - 580

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Today on Your Money, Your Wealth® podcast number 580, Joe Anderson, CFP®, and Big Al Clopine, CPA, are spitballing for some folks who've done the work, hit the numbers, but aren’t sure if they can really walk away yet. Martha in DC is 44 and says her soul is being sucked out of her body by her employer. When can she stop working full-time and foster puppies instead? “Bandit” is bullish on his company stock in archeology instruments, but not so much on his work itself. “Kevin” is staring down a wall of deferred comp and needs a spitball on how aggressive his and “Winnie’s” Roth conversion strategy should be before RMDs hit. Can both “Bandit and Chilli” and “Kevin and Winnie” call it quits this year?

Free Financial Resources in This Episode:

https://bit.ly/ymyw-580 (full show notes & episode transcript)

Tax-Free Retirement Guide - free download:

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Retirement Readiness Guide - free download:

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401(k) After Retirement? Here Are Your 4 Options (And The Costly Mistakes) - YMYW TV:

https://purefinancial.com/ymyw/episodes/what-happens-to-your-401k-ira-at-retirement/?utm_source=libsyn&utm_medium=podcast&utm_campaign=ymyw-tv&utm_content=ymyw-pod-ep580-description-tv-s10e06

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Chapters:

00:00 - Intro: This Week on the YMYW Podcast

00:56 - Can We Exit the Rat Race in Our 40s With $6.5M? (Martha & George, DC)

16:07 - Can I Retire at 51 Without Using Rule of 55? (Bandit & Chilli, CA)

36:29 - Can I Retire Before My $3M Deferred Comp Pays Out? (Kevin & Winnie, Chicago)

44:28 - Outro: Next Week on the YMYW Podcast