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The Personal Finance Podcast
How to Retire At 55 (The Step By Step Plan!)
Jun 17, 2024
Learn about how to retire by the age 55, including strategies for estimating healthcare costs, utilizing HSA benefits, and planning for long-term care and leisure activities in retirement. Explore the importance of budgeting for travel and hobbies in retirement to ensure a fulfilling post-career life. Dive into the step-by-step plan for budgeting and preparing for travel goals in retirement, including tips on discussing ideas, considering costs, income sources, and planning for taxes.
29:43
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Quick takeaways
- Coordinating with spouse is vital for retirement planning, assess expenses, plan healthcare and define portfolio strategies.
- Diversify income sources for retirement, consider taxes, and adjust withdrawals to align with long-term goals.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode