I’m Retiring at Age 34 and a Half!
Afford Anything
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Navigating Financial Investment and Retirement Planning
The chapter delves into a caller, Bertha, seeking advice on structuring investments to retire by age 55, encompassing topics like rolling over a 401K, making Roth contributions, and involving a financial advisor. It discusses the importance of account flexibility, asset allocation strategies, and the considerations for Roth vs. traditional contributions. Emphasizing the role of being the decision-maker in financial planning, the chapter advocates for hiring a financial advisor as a mentor and guide, similar to being a CEO with a team of specialists.
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