Show Notes

The most important retirement strategy is having a plan. When it comes to retiring (specifically, retiring early), there's many considerations and thoughts that are likely in your head! My partner, James Conole (Founder), and I created this checklist so you can review what's most important to consider before retiring (and what you shouldn't be worrying about)!

The checklist referenced throughout the episode can be downloaded for free here: Download Here for the Retirement Checklist

Questions Answered

• What are the primary considerations when it comes to retiring?
• When does it make most sense to consider retirement?
• How does tax planning impact your overall strategy?

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Planning Points Discussed

• Retirement Planning
• Roth Conversions
• Purchasing Power
• Other issues (Roth IRAs, Inflation, Financial Goals, etc.)

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